CIK: 0001903153
申告総資産額
$2.4億
| # | 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 | AAPL | Apple INC | 株式-IT | 9.43% | -0.69% | -0.98% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.96% | — | +4.16% | |
| 3 | FTCS | First Trust Capital Strength | ETF-その他 | 4.52% | — | +3.28% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.89% | -0.05% | -1.94% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 3.62% | — | -4.71% | |
| 6 | XMVM | Invesco S&p Midcap Value Wit | ETF-その他 | 3.46% | — | -1.76% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.39% | -0.70% | +16.01% | |
| 8 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 3.29% | — | -2.38% | |
| 9 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 2.98% | — | — | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.86% | — | -7.22% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.79% | +0.32% | +4.85% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 2.72% | — | -11.61% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.69% | — | +14.23% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.63% | -0.29% | +2123.78% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.38% | — | +7.04% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 2.36% | +3.37% | +36.25% | |
| 17 | USTB | Victoryshares Short-term Bon | ETF-その他 | 2.33% | -0.33% | -3.37% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.18% | — | -3.60% | |
| 19 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 2.15% | — | +1.77% | |
| 20 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 2.13% | -0.34% | +2.77% | |
| 21 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 1.92% | — | +0.36% | |
| 22 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 1.77% | — | — | |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.67% | — | -20.25% | |
| 24 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.47% | — | +3.55% | |
| 25 | GMOM | Cambria Global Momentum ETF | ETF-その他 | 1.40% | — | — | |
| 26 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.29% | — | +8.47% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 1.29% | +1.47% | -1.60% | |
| 28 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.19% | — | +150.77% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 1.09% | +0.49% | +15.90% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.08% | — | -3.80% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | +0.52% | +36.80% | |
| 32 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.03% | +0.01% | +3.42% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | +0.09% | +20.66% | |
| 34 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.74% | -0.40% | +50.62% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.71% | — | -3.98% | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 0.54% | — | — | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.54% | — | +7.25% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | +26.81% | |
| 39 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.53% | — | -21.97% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | — | +7.38% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +25.10% | |
| 42 | ✓ | 株式-その他 | 0.44% | — | — | ||
| 43 | VGREUR | Vector Group LTD | 株式-その他 | 0.40% | — | +0.17% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | +0.06% | |
| 45 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.38% | — | +0.01% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | -4.52% | |
| 47 | BX | Blackstone INC | 株式-金融 | 0.37% | — | +0.30% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.35% | +0.13% | +68.09% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.35% | +0.02% | -32.08% | |
| 50 | MUST | Columbia Multi-sect Muni INC | ETF-その他 | 0.34% | — | -39.95% |