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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.62% | -2.65% | -2.28% | |
| 2 | IAU | Ishares Gold Trust | ETF-コモディティ | 9.27% | -4.89% | +24.17% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 8.97% | +1.70% | +1.25% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.58% | -3.79% | +31.19% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 7.46% | -1.32% | +89.29% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.22% | — | -3.22% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.73% | -0.08% | EXIT | |
| 8 | SLV | Ishares Silver Trust | ETF-コモディティ | 3.11% | -0.07% | EXIT | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.19% | — | +1075.39% | |
| 10 | FTA | First Trust L C Val Alp | ETF-その他 | 2.12% | +0.51% | -2.33% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.94% | — | — | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.69% | +0.20% | +10.13% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.67% | +0.41% | +9.40% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.58% | +0.14% | -3.28% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.53% | +0.55% | -1.99% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.36% | +0.32% | +10.37% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.19% | +0.07% | +6.75% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.18% | — | +0.40% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.17% | +0.16% | +4.35% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.13% | -1.18% | EXIT | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.13% | +0.24% | +5.95% | |
| 22 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.06% | +0.23% | -1.98% | |
| 23 | RJF | Raymond James Financial INC | 株式-金融 | 1.04% | +0.05% | — | |
| 24 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.95% | +1.18% | +11.69% | |
| 25 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.84% | +0.10% | +1.83% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.76% | -0.07% | -1.99% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.74% | +0.08% | -2.09% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.70% | +0.04% | +0.29% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.63% | +0.17% | +0.14% | |
| 30 | SYK | Stryker CORP | 株式-ヘルスケア | 0.60% | +0.04% | — | |
| 31 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.45% | — | -1.74% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.44% | — | -4.18% | |
| 33 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.43% | — | +0.13% | |
| 34 | GM | General Motors Co | 株式-一般消費財 | 0.43% | -0.17% | -2.54% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.40% | +0.02% | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +0.34% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.36% | — | +0.31% | |
| 38 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.36% | — | -2.16% | |
| 39 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.35% | +0.02% | +0.46% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.33% | -0.03% | — | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.33% | +0.09% | -0.12% | |
| 42 | OSK | Oshkosh CORP | 株式-資本財 | 0.30% | +0.10% | — | |
| 43 | FTCS | First Trust Capital Strength | ETF-その他 | 0.29% | -0.28% | EXIT | |
| 44 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.29% | — | -0.56% | |
| 45 | DBAW | Xtrackers Msci All World Ex | ETF-その他 | 0.28% | — | -2.47% | |
| 46 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.28% | — | -7.92% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.27% | — | — | |
| 48 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.26% | — | +0.57% | |
| 49 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.25% | — | -0.56% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.25% | — | — |