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 | 9.66% | -0.69% | +0.88% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.65% | — | +1.83% | |
| 3 | FTCS | First Trust Capital Strength | ETF-その他 | 4.25% | — | -1.25% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.90% | -0.70% | +24.18% | |
| 5 | XMVM | Invesco S&p Midcap Value Wit | ETF-その他 | 3.42% | — | +0.11% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.42% | -0.05% | -7.56% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 3.38% | — | -4.12% | |
| 8 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 3.19% | — | +10.90% | |
| 9 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 3.05% | — | -3.49% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.85% | -0.29% | +1.55% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.84% | — | +10.93% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.70% | — | -6.20% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.58% | +0.32% | +1.63% | |
| 14 | USTB | Victoryshares Short-term Bon | ETF-その他 | 2.40% | -0.33% | +3.92% | |
| 15 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 2.28% | — | +6.07% | |
| 16 | XLF | Ss Financial Select Sector | ETF-その他 | 2.25% | — | -14.80% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 2.06% | -0.34% | +2.60% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 2.04% | +3.37% | +7.49% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.98% | — | +3.59% | |
| 20 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 1.88% | — | +6.79% | |
| 21 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 1.83% | — | +0.11% | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.69% | — | -28.72% | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.68% | — | +41.23% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.67% | +0.52% | +3538.96% | |
| 25 | GMOM | Cambria Global Momentum ETF | ETF-その他 | 1.57% | — | +16.29% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 1.37% | +0.49% | +217.96% | |
| 27 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.33% | — | -7.45% | |
| 28 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.25% | — | -14.77% | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.19% | — | -3.79% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 1.18% | +1.47% | +0.03% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | +0.09% | +26.23% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.01% | — | -1.13% | |
| 33 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.96% | +0.01% | +3.75% | |
| 34 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.80% | -0.40% | +10.17% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.65% | — | +4.00% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | +25.45% | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.56% | — | — | |
| 38 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 0.55% | — | +68.93% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.52% | — | +9.94% | |
| 40 | GS | Goldman Sachs Group INC | 株式-金融 | 0.51% | +0.13% | +46.39% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | — | +25.74% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | -0.10% | |
| 43 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.44% | — | -15.02% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.44% | +0.02% | -6.80% | |
| 45 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.40% | — | +73.52% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +20.48% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.37% | — | +1.18% | |
| 48 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.37% | — | -5.14% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.36% | — | +17.86% | |
| 50 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.35% | — | +36.56% |