CIK: 0002042810
申告総資産額
$1.5億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 12.04% | -0.22% | -0.61% | |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 10.43% | +0.55% | -2.63% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 10.14% | +1.10% | -5.26% | |
| 4 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 9.36% | -0.07% | +4.16% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 7.82% | +0.28% | -12.14% | |
| 6 | IUS | Invesco Rafi Strategic US Et | ETF-その他 | 7.59% | +0.24% | -0.37% | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 5.09% | +0.01% | -15.60% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.37% | +1.13% | +16.53% | |
| 9 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 3.89% | +2.21% | +9.63% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.22% | +0.13% | -4.78% | |
| 11 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 2.88% | +0.47% | +9.61% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.87% | -0.09% | — | |
| 13 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 1.53% | -0.05% | +74.60% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.49% | -0.17% | +0.45% | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.48% | -0.22% | — | |
| 16 | FEGE | First Eagle Gl Equity ETF | ETF-その他 | 1.45% | +0.09% | +56.32% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.18% | -0.08% | +0.18% | |
| 18 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 1.16% | -0.02% | +3.99% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.00% | -0.22% | +2.14% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.99% | -0.02% | +0.03% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.85% | — | -0.30% | |
| 22 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 0.80% | +0.06% | +6.50% | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.80% | +0.07% | +3.58% | |
| 24 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.76% | +0.52% | +64.56% | |
| 25 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.68% | +0.05% | -2.97% | |
| 26 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-その他 | 0.67% | — | +34.28% | |
| 27 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.67% | +0.02% | -12.87% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.62% | +0.02% | -5.94% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.52% | +0.25% | — | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.48% | -0.04% | — | |
| 31 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.48% | -0.06% | +1.05% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | -0.03% | -7.84% | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.39% | +0.13% | -1.47% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.35% | — | — | |
| 35 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.34% | -0.01% | +0.15% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | -0.02% | — | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.30% | -0.01% | — | |
| 38 | ETN | Eaton Corporation plc | 株式-資本財 | 0.27% | +0.02% | — | |
| 39 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.27% | +0.01% | +2.29% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | -0.01% | +0.26% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.21% | +0.43% | +2.84% | |
| 42 | STCE | Schwab Crypto Thematic ETF | ETF-暗号資産 | 0.18% | — | — | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | -0.14% | EXIT | |
| 44 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.17% | -0.15% | EXIT |