CIK: 0001910383
申告総資産額
$4.0億
| # | 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 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 13.02% | -0.03% | +1.88% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 10.02% | — | — | |
| 3 | DEW | Wisdomtree Global High Divid | ETF-その他 | 8.59% | — | +3.86% | |
| 4 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 7.85% | — | +3.77% | |
| 5 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 7.82% | -0.03% | -5.33% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.75% | -0.33% | +6.69% | |
| 7 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 4.97% | -2.61% | -0.21% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.59% | -0.12% | -1.33% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.39% | +0.01% | -0.34% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.38% | -0.14% | -11.62% | |
| 11 | ETN | Eaton Corporation plc | 株式-資本財 | 1.37% | +0.21% | +1.72% | |
| 12 | PH | Parker Hannifin CORP | 株式-資本財 | 1.36% | -0.31% | +2.31% | |
| 13 | LRCXEUR | Lam Research CORP | 株式-IT | 1.36% | -0.88% | +3.29% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.34% | -0.02% | +4.15% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.34% | -0.04% | +1.88% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | -0.20% | +2.83% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.30% | -0.23% | +2.57% | |
| 18 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.29% | +0.02% | +27.95% | |
| 19 | T | At&t INC | 株式-通信サービス | 1.29% | +0.15% | +1.89% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.27% | +0.06% | +2.82% | |
| 21 | PJP | Invesco Pharmaceuticals ETF | ETF-その他 | 1.23% | — | — | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.19% | — | +4.38% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.16% | +0.09% | +4.24% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | +0.05% | +4.63% | |
| 25 | FITB | Fifth Third Bancorp | 株式-金融 | 0.99% | +0.01% | +4.51% | |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.98% | +0.03% | +2.05% | |
| 27 | CRM | Salesforce INC | 株式-IT | 0.94% | -1.13% | +2.63% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.93% | +0.03% | +2.05% | |
| 29 | RPM | Rpm International INC | 株式-素材 | 0.91% | +0.16% | +1.41% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.89% | — | +11.83% | |
| 31 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.89% | — | +9.02% | |
| 32 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.87% | — | — | |
| 33 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.86% | — | +22.26% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.85% | — | -15.84% | |
| 35 | AEP | American Electric Power | 株式-公益事業 | 0.84% | +0.13% | +2.35% | |
| 36 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 0.82% | — | -1.20% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.82% | — | -3.12% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.81% | +0.23% | +4.14% | |
| 39 | PGR | Progressive CORP | 株式-金融 | 0.78% | -0.16% | -15.49% | |
| 40 | WEN | Wendy's Co/the | 株式-一般消費財 | 0.75% | — | +6.29% | |
| 41 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.74% | +0.25% | +5.16% | |
| 42 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.49% | -0.07% | -4.70% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.36% | — | -11.18% | |
| 44 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.26% | — | -7.42% | |
| 45 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.19% | -0.03% | +0.09% | |
| 46 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.16% | — | -14.77% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.16% | +0.11% | — | |
| 48 | SMB | Vaneck Short Muni ETF | ETF-その他 | 0.14% | — | — | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.13% | — | +12.13% | |
| 50 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.11% | — | +180.84% |