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 | 12.92% | -0.97% | +3.96% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 8.12% | +1.10% | +2.93% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.85% | +0.05% | +7.01% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.41% | +0.03% | +95.64% | |
| 5 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 4.40% | -0.03% | +14.08% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.96% | +0.02% | +4.36% | |
| 7 | SUB | Ishares Short-term National | ETF-その他 | 3.71% | +0.18% | -1.32% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.68% | +0.02% | +4.04% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 3.22% | +0.07% | +1.02% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.52% | -0.06% | -17.93% | |
| 11 | DFNM | Dimensional National Muni Bd | ETF-その他 | 2.28% | -0.05% | +569.83% | |
| 12 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 2.07% | -0.14% | +2.04% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.96% | — | +6.18% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.91% | +0.02% | +53.87% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.65% | — | -0.84% | |
| 16 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.64% | -0.03% | +47.87% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.55% | — | +19.09% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.48% | — | +11.84% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.46% | +0.02% | +2.20% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.20% | — | +34.33% | |
| 21 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.10% | — | +70.53% | |
| 22 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.05% | — | — | |
| 23 | AAPL | Apple INC | 株式-IT | 0.99% | -0.46% | +2.67% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.98% | — | +8.05% | |
| 25 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 0.88% | — | +21.35% | |
| 26 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 0.84% | — | +25.58% | |
| 27 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 0.84% | — | +4.38% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.24% | +0.75% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.76% | — | +11.00% | |
| 30 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.72% | — | +29.70% | |
| 31 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.67% | — | +20.64% | |
| 32 | UJAN | Innovator U.s. Equity Ultra | ETF-その他 | 0.64% | — | -10.35% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +0.93% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.59% | — | +5.47% | |
| 35 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.58% | +0.16% | -14.31% | |
| 36 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.57% | — | +4.98% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.47% | — | +35.09% | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.47% | — | +1.82% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.45% | +0.04% | — | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.44% | — | +19.34% | |
| 41 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.43% | — | +0.03% | |
| 42 | MLPA | Global X Mlp ETF | ETF-その他 | 0.42% | +0.07% | +99.96% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.42% | — | -55.31% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.38% | — | -48.12% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.10% | +3.16% | |
| 46 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.37% | -0.09% | +10.78% | |
| 47 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.36% | — | +16.49% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | +1.59% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.32% | — | -10.27% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | -11.34% |