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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.09% | -0.32% | -6.71% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 6.04% | +0.18% | +2.38% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.74% | -0.44% | +2.80% | |
| 4 | AMGN | Amgen INC | 株式-ヘルスケア | 5.15% | +0.46% | +0.24% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.65% | — | +1.61% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.48% | — | +1.23% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.62% | -0.19% | +4.42% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.32% | — | +1.00% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.02% | — | -2.88% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.93% | — | +0.89% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.58% | +0.11% | +2.44% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.43% | +0.10% | +2.56% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.36% | — | +2.10% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.33% | — | +0.06% | |
| 15 | XLB | Ss Materials Select Sector | ETF-その他 | 1.32% | +0.19% | +3.22% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.30% | -0.06% | -9.84% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.27% | +0.15% | -24.10% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.26% | -0.07% | +2.47% | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.22% | — | +3.82% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.16% | — | +2.48% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.12% | — | +0.31% | |
| 22 | PAVE | Global X US Infrastructure | ETF-その他 | 1.10% | +0.14% | +2.29% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 1.00% | -0.15% | +2.59% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.93% | — | -19.58% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.92% | +0.08% | +2.37% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.92% | — | +13.70% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.91% | -0.06% | +4.91% | |
| 28 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.90% | +0.06% | +2.25% | |
| 29 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.88% | — | +2.33% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.86% | — | +0.25% | |
| 31 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.84% | — | +2.68% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.82% | -0.05% | +1.90% | |
| 33 | XSD | Ss Spdr S&p Semiconductor | ETF-その他 | 0.81% | — | +2.58% | |
| 34 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.78% | -0.03% | +2.39% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.77% | -0.10% | +1.91% | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.76% | -0.27% | +2.03% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | — | +5.93% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | +7.90% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.72% | — | +5.03% | |
| 40 | IYT | Ishares US Transportation Et | ETF-その他 | 0.67% | — | +2.19% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | — | +0.97% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | — | -23.48% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.66% | — | -3.21% | |
| 44 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 0.65% | — | +5.72% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.65% | — | +17.66% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.64% | — | -1.28% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.64% | -0.05% | +0.59% | |
| 48 | XLE | Ss Energy Select Sector | ETF-その他 | 0.61% | — | +2.90% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +1.67% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | +6.14% |