CIK: 0001919438
申告総資産額
$4.8億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.99% | +0.09% | +1.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.62% | +0.08% | +0.63% | |
| 3 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 5.11% | +0.17% | +74.02% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.11% | — | +100.15% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.90% | +0.15% | +3.36% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 3.61% | — | +2.58% | |
| 7 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 3.58% | -0.51% | +2.99% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.53% | +0.07% | +1.56% | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.40% | — | -6.89% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 3.24% | +0.03% | +1.16% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.80% | — | — | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.61% | — | +0.58% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.58% | — | -0.44% | |
| 14 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.58% | -0.13% | +4.77% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.27% | — | +2.39% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 2.13% | +0.26% | -0.89% | |
| 17 | UTES | Virtus Reaves Utilities ETF | ETF-その他 | 2.11% | — | +1.30% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.83% | — | +1.84% | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.69% | — | -1.16% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.68% | -0.10% | -72.05% | |
| 21 | LIT | Global X Lithium & Battery T | ETF-その他 | 1.63% | — | -0.46% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.43% | +0.03% | +0.51% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.15% | — | -0.37% | |
| 24 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.08% | — | — | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.06% | — | +3.52% | |
| 26 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.03% | — | -16.68% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | +0.07% | +21.02% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 1.00% | — | +918.15% | |
| 29 | UTWO | F/m US Treasury 2 Year Note | ETF-政府公債 | 1.00% | — | +28.18% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.87% | — | -0.40% | |
| 31 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 0.86% | +0.88% | NEW | |
| 32 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.83% | — | -6.61% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.82% | +0.04% | +58.64% | |
| 34 | FLDR | Fidelity Low Durat Fact ETF | ETF-その他 | 0.81% | — | -2.24% | |
| 35 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.80% | — | +32.23% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.74% | — | -1.40% | |
| 37 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.70% | — | -61.73% | |
| 38 | OUSM | Alps Oshares US Small-cap Qu | ETF-その他 | 0.68% | — | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | +1.46% | |
| 40 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 0.67% | — | +30.58% | |
| 41 | IQLT | Ishares Msci International Q | ETF-その他 | 0.61% | — | -4.01% | |
| 42 | UTEN | F/m US Treasury 10 Year Note | ETF-政府公債 | 0.58% | — | — | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.58% | — | +20.52% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | -1.55% | |
| 45 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.55% | — | +17.70% | |
| 46 | XLE | Ss Energy Select Sector | ETF-その他 | 0.54% | — | +24.65% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.44% | +0.22% | -15.54% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | -0.09% | -3.77% | |
| 49 | AAPL | Apple INC | 株式-IT | 0.40% | +0.04% | +0.59% | |
| 50 | XLF | Ss Financial Select Sector | ETF-その他 | 0.36% | — | +36.33% |