CIK: 0001964532
申告総資産額
$3.3億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 9.23% | +0.44% | +0.18% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.64% | -2.75% | +0.23% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 8.45% | -2.65% | +34.47% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 8.04% | +0.16% | -21.51% | |
| 5 | IAU | Ishares Gold Trust | ETF-コモディティ | 6.94% | -5.14% | +54.57% | |
| 6 | FTA | First Trust L C Val Alp | ETF-その他 | 6.80% | -0.19% | +0.18% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.40% | — | -24.77% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.34% | +0.20% | — | |
| 9 | SLV | Ishares Silver Trust | ETF-コモディティ | 4.83% | — | — | |
| 10 | PSQ | Proshares Short Qqq | ETF-その他 | 3.68% | — | -1.46% | |
| 11 | SH | Proshares Short S&p500 | ETF-その他 | 2.18% | -4.92% | EXIT | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.45% | +2.40% | -2.30% | |
| 13 | FTCS | First Trust Capital Strength | ETF-その他 | 1.38% | +0.31% | NEW | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.29% | +0.13% | +5.65% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.20% | +0.02% | +0.79% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.17% | -0.07% | -0.76% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.02% | +1.49% | NEW | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.99% | -0.02% | +14.51% | |
| 19 | RJF | Raymond James Financial INC | 株式-金融 | 0.95% | -0.05% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | +0.10% | +10.61% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.84% | +5.04% | -86.33% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.77% | +0.10% | +5.22% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.72% | +0.05% | -0.09% | |
| 24 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.70% | +0.11% | +0.56% | |
| 25 | SYK | Stryker CORP | 株式-ヘルスケア | 0.68% | -0.23% | — | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.67% | — | +0.33% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.63% | — | +6.09% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | +0.11% | +0.01% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.51% | — | -2.54% | |
| 30 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.45% | +0.03% | -3.69% | |
| 31 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.40% | +0.03% | — | |
| 32 | GM | General Motors Co | 株式-一般消費財 | 0.38% | — | +21.59% | |
| 33 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.37% | +0.02% | -0.18% | |
| 34 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.35% | — | -0.01% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.35% | +0.05% | +1.14% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.32% | +0.11% | — | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | — | — | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.31% | +0.06% | -3.21% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.30% | — | — | |
| 40 | DBAW | Xtrackers Msci All World Ex | ETF-その他 | 0.29% | — | -6.84% | |
| 41 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.29% | +0.11% | +1.13% | |
| 42 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.26% | — | +0.30% | |
| 43 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.26% | — | -5.81% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.26% | +0.02% | +9.79% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.25% | +0.33% | +9.83% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.25% | — | — | |
| 47 | OSK | Oshkosh CORP | 株式-資本財 | 0.24% | — | — | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.23% | — | +1.09% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.22% | — | -0.10% | |
| 50 | FTNT | Fortinet INC | 株式-IT | 0.21% | +0.22% | NEW |