CIK: 0001964532
申告総資産額
$3.0億
| # | 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 | PSQUSD | Proshares Short Qqq | ETF-その他 | 13.32% | — | -0.36% | |
| 2 | XLE | Ss Energy Select Sector | ETF-その他 | 11.94% | — | — | |
| 3 | SH1USD | Proshares Short S&p500 | ETF-その他 | 8.19% | — | -27.25% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.15% | — | -44.03% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.69% | +0.32% | -30.90% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 6.59% | +1.70% | +559.92% | |
| 7 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-その他 | 5.80% | — | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.71% | — | — | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 5.13% | — | +104.37% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.70% | +0.41% | +333.41% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.58% | +0.14% | -3.17% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.30% | +0.23% | -1.21% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.20% | — | -0.52% | |
| 14 | FTCS | First Trust Capital Strength | ETF-その他 | 1.16% | -0.28% | EXIT | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.93% | -1.18% | EXIT | |
| 16 | RJF | Raymond James Financial INC | 株式-金融 | 0.86% | +0.05% | — | |
| 17 | AAPL | Apple INC | 株式-IT | 0.75% | +0.08% | -5.40% | |
| 18 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.72% | +0.10% | -1.86% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.69% | +0.17% | -0.50% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.07% | -2.75% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 0.62% | +0.04% | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.60% | +0.24% | -94.94% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.60% | — | -3.05% | |
| 24 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.55% | — | -3.25% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | +0.04% | -2.28% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.48% | +0.07% | -1.06% | |
| 27 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.42% | — | -3.11% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.42% | +0.09% | -3.10% | |
| 29 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.39% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | +0.16% | +3.01% | |
| 31 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.35% | — | -1.67% | |
| 32 | DBAW | Xtrackers Msci All World Ex | ETF-その他 | 0.35% | — | -3.86% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.34% | — | -1.21% | |
| 34 | OSK | Oshkosh CORP | 株式-資本財 | 0.30% | +0.10% | — | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.30% | +0.02% | — | |
| 36 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.30% | — | +400.00% | |
| 37 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.29% | — | -3.47% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.29% | +0.02% | — | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.28% | — | -0.41% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.08% | — | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.24% | — | +0.67% | |
| 42 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.24% | — | -2.46% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.23% | — | +3.75% | |
| 45 | FMB | First Trust Managed Municipa | ETF-その他 | 0.23% | — | -17.21% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.23% | — | -1.82% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.21% | — | -1.02% | |
| 48 | FTNT | Fortinet INC | 株式-IT | 0.20% | -0.14% | EXIT | |
| 49 | F | Ford Motor Co | 株式-一般消費財 | 0.20% | — | -2.24% | |
| 50 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.20% | — | +827.46% |