CIK: 0001891240
申告総資産額
$3.9億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 8.32% | -0.64% | +4.41% | |
| 2 | CAT | Caterpillar INC | 株式-資本財 | 3.87% | +1.68% | +0.07% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.82% | +0.08% | +1.71% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.24% | — | +0.51% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.91% | -0.14% | +2.28% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.60% | — | +3.28% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 2.53% | -0.60% | +0.89% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.22% | — | -0.69% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.22% | -0.02% | +5.02% | |
| 10 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 2.17% | — | +4.75% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.84% | — | +2.07% | |
| 12 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.75% | +0.01% | +2.25% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.70% | — | +4.45% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.62% | — | +1.25% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.06% | -0.25% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.30% | -0.23% | +2.02% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.15% | +0.03% | -0.07% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.14% | — | +0.37% | |
| 19 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.02% | -0.83% | +9.26% | |
| 20 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.00% | — | +2.63% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.99% | — | +5.91% | |
| 22 | YYY | Amplify Cef High Income ETF | ETF-その他 | 0.94% | — | +6.79% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.93% | — | +4.36% | |
| 24 | FTCS | First Trust Capital Strength | ETF-その他 | 0.89% | — | +8.92% | |
| 25 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.89% | — | +6.10% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.80% | — | -0.09% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.80% | — | -1.66% | |
| 28 | HTAB | Hartford Schroders Tax Aware | ETF-その他 | 0.78% | — | — | |
| 29 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.74% | — | +0.74% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | — | +44.26% | |
| 31 | HSY | Hershey Co/the | 株式-生活必需品 | 0.68% | — | -12.46% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +13.50% | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.66% | — | +83.00% | |
| 34 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.66% | — | +188.01% | |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.66% | — | +3.25% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | -0.32% | +1.08% | |
| 37 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.62% | — | +22.91% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.61% | +0.05% | +1.34% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | — | +20.22% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.60% | — | — | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.58% | — | -1.97% | |
| 42 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.54% | +0.18% | -0.64% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | — | +0.07% | |
| 44 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.52% | — | -0.54% | |
| 45 | ET | Energy Transfer LP | 株式-エネルギー | 0.50% | — | -2.69% | |
| 46 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.50% | — | -1.98% | |
| 47 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.47% | +0.07% | -1.02% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | +0.11% | +16.88% | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.45% | — | +84.92% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.45% | — | +1.45% |