CIK: 0001845785
申告総資産額
$13.2億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.66% | -0.97% | +8.60% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.67% | +0.02% | +5.67% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.22% | +0.05% | +5.83% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.94% | -0.06% | +3.45% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.89% | +0.03% | +2.52% | |
| 6 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 3.27% | — | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.20% | +0.02% | +6.58% | |
| 8 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 3.00% | — | +16.92% | |
| 9 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 2.87% | — | -1.20% | |
| 10 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 2.60% | -0.14% | +2.11% | |
| 11 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 2.59% | — | +8.69% | |
| 12 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 2.33% | — | -4.37% | |
| 13 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 2.28% | — | +5.65% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.04% | — | -4.42% | |
| 15 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 1.91% | — | +22.37% | |
| 16 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.50% | -0.03% | -4.83% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.48% | -0.46% | +10.48% | |
| 18 | BAND | Bandwidth Inc-class A | 株式-その他 | 1.30% | — | -0.18% | |
| 19 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 1.29% | — | +1.23% | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.26% | — | +77.04% | |
| 21 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 1.26% | — | +1.55% | |
| 22 | ✓ | Transamerica ETF Tr | ETF-その他 | 1.18% | — | -2.04% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.08% | -0.24% | +12.70% | |
| 24 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.03% | — | — | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.02% | — | -9.26% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.93% | — | +16.99% | |
| 27 | IQLT | Ishares Msci International Q | ETF-その他 | 0.92% | — | +2.73% | |
| 28 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.88% | +0.02% | +13.73% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.86% | — | -27.33% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.85% | — | +0.69% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +2.61% | |
| 32 | EJAN | Innovator Emerging Markets P | ETF-新興国市場 | 0.81% | — | +10.42% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.72% | — | — | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | — | +14.56% | |
| 35 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.70% | — | -1.40% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.70% | — | -4.18% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.64% | — | +42.16% | |
| 38 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.63% | — | +11.46% | |
| 39 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.60% | — | -3.47% | |
| 40 | RADEUR | Rite Aid CORP | 株式-その他 | 0.58% | — | — | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | +9.68% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.57% | — | -4.22% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.54% | +1.10% | -15.59% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | +214.93% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | -0.10% | +5.53% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.50% | — | +22.20% | |
| 47 | SUB | Ishares Short-term National | ETF-その他 | 0.49% | +0.18% | +20.09% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | -0.11% | +28.98% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | -0.09% | +10.57% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | +11.04% |