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 | 13.29% | -0.97% | +8.08% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.01% | +0.05% | +13.16% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.22% | +0.02% | +26.39% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.28% | +0.02% | +11.93% | |
| 5 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 3.43% | -0.03% | +52.93% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.41% | -0.06% | +3.67% | |
| 7 | SUB | Ishares Short-term National | ETF-その他 | 3.29% | +0.18% | +662.78% | |
| 8 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 2.76% | -0.14% | +10.71% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.58% | +0.07% | +11.60% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 2.24% | +0.02% | +7.14% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.15% | — | -1.44% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.14% | — | +21.47% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.95% | — | +15.78% | |
| 14 | UJAN | Innovator U.s. Equity Ultra | ETF-その他 | 1.89% | — | +19.30% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.84% | +0.03% | +43.49% | |
| 16 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 1.78% | — | +30.13% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.51% | — | +2.04% | |
| 18 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 1.51% | — | -54.77% | |
| 19 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.36% | — | — | |
| 20 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.36% | — | -0.65% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.29% | -0.46% | -0.04% | |
| 22 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 1.27% | — | +8.48% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.25% | — | -20.42% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.20% | — | +17.23% | |
| 25 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 1.18% | — | +2.54% | |
| 26 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 1.11% | — | +11.63% | |
| 27 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.06% | — | -53.24% | |
| 28 | POCT | Innovator U.s. Equity Power | ETF-その他 | 1.06% | — | — | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.05% | -0.24% | +0.55% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.98% | — | +27.54% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.90% | +1.10% | +413.89% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.78% | — | +23.71% | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.72% | -0.03% | -24.05% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +1.18% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.65% | — | +78.70% | |
| 36 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 0.64% | — | +58.21% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.63% | — | +30.09% | |
| 38 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 0.63% | — | +206.55% | |
| 39 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 0.61% | — | — | |
| 40 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.58% | — | -8.87% | |
| 41 | IQLT | Ishares Msci International Q | ETF-その他 | 0.58% | — | -12.23% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.10% | +1.82% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.52% | — | +26.18% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.50% | — | +509.52% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.48% | — | +8.24% | |
| 46 | MLPB | Etracs Alerian Infrast Ser B | ETF-その他 | 0.47% | — | +17.30% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | — | -4.60% | |
| 48 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.46% | — | -3.41% | |
| 49 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 0.43% | — | -5.83% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | — | +1997.40% |