CIK: 0001891240
申告総資産額
$3.9億
上位200銘柄を表示中（全201銘柄）
| # | 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 | CAT | Caterpillar INC | 株式-資本財 | 4.42% | +1.68% | -0.37% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.34% | +0.08% | +8.95% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.04% | -0.64% | -32.81% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.29% | — | +6.52% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.23% | -0.14% | -0.60% | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 2.56% | -0.60% | +0.47% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.39% | — | +4.64% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.22% | — | +8.90% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.18% | — | +9.16% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.09% | -0.02% | +0.91% | |
| 11 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 1.95% | — | +11.22% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.88% | — | +17.38% | |
| 13 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.67% | +0.01% | +1.54% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.64% | -0.06% | -0.86% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.36% | — | +15.19% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.22% | +0.03% | +1.40% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.20% | — | +12.62% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.16% | — | +5.02% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.99% | — | +3.67% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.99% | +0.04% | +131.64% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.98% | — | +24.00% | |
| 22 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.98% | -0.83% | +0.48% | |
| 23 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.94% | — | +2.73% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.91% | — | +44.53% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.90% | +0.32% | +2.25% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.86% | -0.32% | +1.91% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | — | -1.91% | |
| 28 | YYY | Amplify Cef High Income ETF | ETF-その他 | 0.82% | — | +4.47% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | +7.09% | |
| 30 | HTAB | Hartford Schroders Tax Aware | ETF-その他 | 0.79% | — | +4.73% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.77% | — | +0.92% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.77% | — | +15.85% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.72% | +0.05% | +0.63% | |
| 34 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.70% | — | +7.02% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.70% | -0.23% | +0.70% | |
| 36 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-その他 | 0.67% | — | +97.79% | |
| 37 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.66% | — | -5.66% | |
| 38 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.65% | — | +1.28% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.65% | — | +0.49% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | +2.18% | |
| 41 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.61% | — | +0.59% | |
| 42 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.61% | — | +21.95% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | — | +1.99% | |
| 44 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.58% | — | +24.89% | |
| 45 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.55% | — | +2.06% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | — | +5.26% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | -15.40% | |
| 48 | PGX | Invesco Preferred ETF | ETF-その他 | 0.50% | — | +11.76% | |
| 49 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.49% | +0.07% | -4.08% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.49% | +0.18% | +5.75% |