CIK: 0001841496
申告総資産額
$6.2億
| # | 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 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 6.37% | — | +94.57% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.53% | — | -9.43% | |
| 3 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 2.83% | -0.63% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 2.66% | -0.70% | +0.24% | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.47% | — | -69.19% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-その他 | 2.45% | — | — | |
| 7 | FMF | First Trust Managed Futures | ETF-その他 | 2.28% | — | +7.72% | |
| 8 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.72% | -1.11% | — | |
| 9 | HYBL | Ss Blackstone High INC ETF | ETF-その他 | 1.69% | — | — | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.53% | — | +22.59% | |
| 11 | BUFT | Ft Vest Buffered Allocation | ETF-その他 | 1.43% | — | -77.44% | |
| 12 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 1.33% | — | +4.45% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.32% | — | +14.64% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.32% | -0.04% | +10.97% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.30% | — | +10.11% | |
| 16 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.29% | — | -1.87% | |
| 17 | IQLT | Ishares Msci International Q | ETF-その他 | 1.26% | — | +16.09% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.25% | — | +6.77% | |
| 19 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 1.12% | — | +3.02% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | — | +30.27% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | — | +22.00% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.02% | — | -1.88% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.02% | -0.65% | +9.78% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.00% | — | -4.18% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.95% | -0.36% | +3.22% | |
| 26 | DFAI | Dimensional International Co | ETF-その他 | 0.92% | — | -1.98% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | +5.58% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.91% | -0.06% | +1.43% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.90% | — | +10.56% | |
| 30 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.89% | — | +2.33% | |
| 31 | ED | Consolidated Edison INC | 株式-公益事業 | 0.87% | — | +6.96% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.85% | — | +34.56% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.21% | -0.11% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | — | -8.92% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | — | +177.64% | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 0.83% | — | +11.70% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | — | -0.93% | |
| 38 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.76% | — | -0.13% | |
| 39 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 0.72% | — | +11.48% | |
| 40 | LRCXEUR | Lam Research CORP | 株式-IT | 0.72% | — | +21.48% | |
| 41 | CROX | Crocs INC | 株式-一般消費財 | 0.71% | — | — | |
| 42 | KR | Kroger Co | 株式-生活必需品 | 0.71% | -0.01% | +14.96% | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 0.70% | — | -2.48% | |
| 44 | CSX | Csx CORP | 株式-資本財 | 0.70% | — | +9.60% | |
| 45 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.70% | -0.01% | +31.00% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.68% | — | -4.73% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.66% | — | +20.28% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | — | |
| 49 | PSA | Public Storage | 株式-不動産 | 0.64% | — | +11.40% | |
| 50 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.63% | — | +1.95% |