CIK: 0001907294
申告総資産額
$5.2億
| # | 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 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 6.21% | +0.18% | +2.48% | |
| 2 | AMGN | Amgen INC | 株式-ヘルスケア | 5.85% | +0.46% | -1.09% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.70% | -0.32% | +3.64% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.22% | -0.44% | -1.37% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.57% | — | +0.47% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.55% | — | -0.26% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.11% | -0.19% | -0.24% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.09% | — | +5.93% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.55% | — | +1.41% | |
| 10 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.53% | — | +0.35% | |
| 11 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.45% | — | +16.48% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.43% | +0.11% | -8.73% | |
| 13 | XLB | Ss Materials Select Sector | ETF-その他 | 1.43% | +0.19% | +20.81% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.43% | — | -6.04% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.37% | +0.10% | -11.50% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.30% | — | +18.36% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.20% | -0.05% | +0.10% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.20% | — | +26.94% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.19% | — | +0.72% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.17% | — | +0.83% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.11% | -0.06% | +1.02% | |
| 22 | PAVE | Global X US Infrastructure | ETF-その他 | 1.06% | +0.14% | -10.35% | |
| 23 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 1.05% | — | +31.55% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.04% | +0.08% | +1.96% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 0.99% | -0.15% | -8.11% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.89% | — | +111.06% | |
| 27 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.85% | — | -0.15% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.83% | -0.03% | +0.75% | |
| 29 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.81% | — | +4.18% | |
| 30 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.78% | — | — | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.76% | — | +12.36% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | — | +358.87% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.74% | -0.10% | +2.73% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.73% | -0.06% | +73.13% | |
| 35 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 0.72% | — | +1.76% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.71% | — | -11.23% | |
| 37 | XSD | Ss Spdr S&p Semiconductor | ETF-その他 | 0.70% | — | +1.52% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | -3.21% | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.68% | — | +1.49% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.67% | — | +357.42% | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.66% | — | — | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.63% | — | -1.43% | |
| 43 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.63% | — | -10.25% | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.62% | -0.05% | +0.04% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | +0.84% | |
| 46 | IYT | Ishares US Transportation Et | ETF-その他 | 0.60% | — | +5.11% | |
| 47 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.59% | -0.27% | +5.76% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.59% | — | -1.15% | |
| 49 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.59% | — | +0.75% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.58% | — | -0.77% |