CIK: 0001725243
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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.15% | +1.73% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.87% | +4.89% | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.71% | -3.79% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 3.97% | +0.29% | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.88% | — | — | |
| 6 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 3.71% | — | — | |
| 7 | ✓ | 株式-その他 | 3.64% | -0.29% | — | ||
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.32% | -2.60% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.17% | -0.05% | — | |
| 10 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 3.05% | — | — | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.03% | +0.82% | NEW | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.85% | +1.38% | — | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.71% | -0.31% | — | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.66% | -2.04% | — | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.98% | +0.05% | — | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.94% | — | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.91% | — | — | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.76% | -2.30% | — | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.56% | — | — | |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.36% | — | — | |
| 21 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.32% | — | — | |
| 22 | JHEM | John Hancock Multi Em Mrk Et | ETF-その他 | 1.03% | — | — | |
| 23 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 1.02% | — | — | |
| 24 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 0.97% | — | — | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.95% | — | — | |
| 26 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 0.79% | — | — | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.73% | +0.31% | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | — | |
| 29 | MU | Micron Technology INC | 株式-IT | 0.70% | — | — | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | — | — | |
| 31 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 0.65% | — | — | |
| 32 | STT | State Street CORP | 株式-金融 | 0.64% | — | — | |
| 33 | JWNUSD | Nordstrom INC | 株式-その他 | 0.61% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | — | — | |
| 35 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.58% | — | — | |
| 36 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.56% | — | — | |
| 37 | NEM | Newmont CORP | 株式-素材 | 0.54% | — | — | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.54% | — | — | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.53% | — | — | |
| 40 | ROK | Rockwell Automation INC | 株式-資本財 | 0.53% | — | — | |
| 41 | PRU | Prudential Financial INC | 株式-金融 | 0.51% | — | — | |
| 42 | LDP | Cohen & Steers Limited Durat | 株式-その他 | 0.50% | — | — | |
| 43 | INTC | Intel CORP | 株式-IT | 0.48% | — | — | |
| 44 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.47% | — | — | |
| 45 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.47% | — | — | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | — | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.47% | — | — | |
| 48 | AMAT | Applied Materials INC | 株式-IT | 0.46% | — | — | |
| 49 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.46% | — | — | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.46% | -0.52% | EXIT |