CIK: 0001964922
申告総資産額
$1.4億
| # | 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 | IMCV | Ishares Morningstar Mid-cap | ETF-その他 | 4.89% | +0.15% | +0.77% | |
| 2 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 4.48% | — | +0.48% | |
| 3 | ISCG | Ishares Morningstar Small-ca | ETF-その他 | 4.48% | — | +0.43% | |
| 4 | RWK | Invesco S&p Midcap 400 Rev | ETF-その他 | 4.10% | +0.04% | +1.08% | |
| 5 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 4.02% | +0.22% | +0.65% | |
| 6 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 3.99% | -0.46% | -20.45% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 3.80% | -0.72% | -29.18% | |
| 8 | FLO | Flowers Foods INC | 株式-生活必需品 | 3.43% | -0.90% | -1.15% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.33% | +0.05% | +6.99% | |
| 10 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 2.84% | — | +0.44% | |
| 11 | ISCV | Ishares Morningstar Small-ca | ETF-その他 | 2.72% | — | -0.48% | |
| 12 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.29% | -0.71% | -5.78% | |
| 13 | COPX | Global X Copper Miners ETF | ETF-その他 | 2.11% | +0.02% | -1.89% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.93% | -0.15% | -8.00% | |
| 15 | LIT | Global X Lithium & Battery T | ETF-その他 | 1.77% | +0.16% | -2.12% | |
| 16 | INTF | Ishares International Equity | ETF-その他 | 1.72% | +0.97% | — | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.69% | — | +2.49% | |
| 18 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 1.68% | +0.12% | +3.20% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.64% | +0.08% | +1.86% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.44% | +0.11% | -2.16% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.36% | +0.23% | +725.82% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.24% | -0.10% | -13.18% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.14% | -0.16% | -20.41% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 1.12% | -0.10% | -0.16% | |
| 25 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 1.09% | +0.08% | +1.81% | |
| 26 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 1.08% | — | +0.49% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.09% | -11.04% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.93% | -0.22% | -2.32% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.93% | -0.08% | -3.19% | |
| 30 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-その他 | 0.91% | +0.27% | — | |
| 31 | VFH | Vanguard Financials ETF | ETF-その他 | 0.90% | -0.09% | -3.83% | |
| 32 | FIW | First Trust Water ETF | ETF-その他 | 0.90% | — | -0.80% | |
| 33 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.87% | — | +1.40% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.86% | -0.10% | -12.17% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.85% | — | -3.05% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.83% | — | -0.58% | |
| 37 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.82% | — | -1.22% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.81% | — | -0.39% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.80% | +0.07% | +1.76% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.80% | — | -3.31% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | — | |
| 42 | XLE | Ss Energy Select Sector | ETF-その他 | 0.69% | +0.25% | +94.89% | |
| 43 | SRE | Sempra | 株式-公益事業 | 0.60% | +0.06% | -2.10% | |
| 44 | GS | Goldman Sachs Group INC | 株式-金融 | 0.58% | — | — | |
| 45 | HSY | Hershey Co/the | 株式-生活必需品 | 0.55% | -0.24% | — | |
| 46 | WM | Waste Management INC | 株式-資本財 | 0.52% | — | +2.41% | |
| 47 | PNC | Pnc Financial Services Group | 株式-金融 | 0.52% | — | -4.22% | |
| 48 | PRU | Prudential Financial INC | 株式-金融 | 0.52% | — | +0.20% | |
| 49 | XLB | Ss Materials Select Sector | ETF-その他 | 0.50% | — | +97.82% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | -2.02% |