CIK: 0001910381
申告総資産額
$1.8億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 33.17% | +1.75% | +1.73% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.92% | — | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.01% | -1.24% | +0.78% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.79% | +0.16% | -0.20% | |
| 5 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 5.17% | — | +1.71% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.04% | -0.71% | +0.66% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.66% | — | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.59% | — | +25.27% | |
| 9 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 3.91% | — | +1209.37% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.44% | — | -1.41% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.33% | -0.22% | +4.24% | |
| 12 | IPKW | Invesco International Buybac | ETF-その他 | 1.61% | +2.22% | +376.35% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.38% | -0.72% | +0.10% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.94% | — | +8.07% | |
| 15 | DUK | Duke Energy CORP | 株式-公益事業 | 0.91% | +0.03% | -2.25% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | -0.06% | — | |
| 17 | ORI | Old Republic Intl CORP | 株式-金融 | 0.78% | — | +0.94% | |
| 18 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 0.68% | -0.09% | +0.02% | |
| 19 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.66% | — | — | |
| 20 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.63% | — | — | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | — | — | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | — | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.52% | — | +0.12% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.50% | — | -2.83% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | -0.14% | +4.97% | |
| 26 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.43% | — | -11.54% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.41% | — | +23.00% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.41% | — | -0.90% | |
| 29 | ENB | Enbridge INC | 株式-エネルギー | 0.40% | — | +10.56% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | +0.20% | +0.17% | |
| 31 | CTAS | Cintas CORP | 株式-資本財 | 0.37% | -0.05% | +3.29% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.07% | +0.09% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.36% | — | — | |
| 34 | CSQ | Calamos Strat Ttl Rtrn Fnd | 株式-その他 | 0.33% | — | -11.64% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.32% | -0.13% | — | |
| 36 | AFG | American Financial Group INC | 株式-金融 | 0.31% | — | +1.39% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.31% | — | — | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | +0.02% | +6.62% | |
| 39 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.31% | -0.13% | EXIT | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.26% | — | +2.32% | |
| 41 | GUT | Gabelli Utility Trust | 株式-その他 | 0.25% | — | — | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.24% | +1.97% | +0.06% | |
| 43 | USB | US Bancorp | 株式-金融 | 0.24% | — | — | |
| 44 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.24% | — | — | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.23% | +0.02% | — | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | +0.04% | — | |
| 47 | O | Realty Income CORP | 株式-不動産 | 0.22% | — | — | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | — | |
| 49 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.21% | — | — | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.20% | — | — |