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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 13.32% | +1.10% | +99.87% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.05% | -0.97% | -2.25% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.21% | +0.05% | +5.26% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.27% | +0.03% | +16.79% | |
| 5 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 3.85% | -0.03% | +8.00% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.64% | +0.02% | +15.91% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.32% | +0.02% | +0.34% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.96% | +0.07% | +4.10% | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-その他 | 2.85% | -0.05% | +51.32% | |
| 10 | SUB | Ishares Short-term National | ETF-その他 | 2.73% | +0.18% | -10.51% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.68% | -0.06% | +20.16% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.30% | — | +41.86% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.22% | -0.46% | +115.82% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.11% | +0.02% | +72.46% | |
| 15 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 2.04% | -0.03% | +49.39% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.94% | +0.02% | +14.87% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.70% | — | +30.69% | |
| 18 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.52% | — | +82.19% | |
| 19 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.35% | — | — | |
| 20 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.34% | -0.14% | -21.64% | |
| 21 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.28% | — | +38.85% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.24% | — | +0.13% | |
| 23 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 1.20% | — | +93.26% | |
| 24 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.12% | — | +126.55% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.05% | — | +6.79% | |
| 26 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 0.88% | — | +16.65% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.85% | -0.24% | +6.06% | |
| 28 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 0.80% | — | +14.50% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.79% | — | -7.56% | |
| 30 | IJAN | Innovator International Deve | ETF-その他 | 0.78% | — | — | |
| 31 | EJAN | Innovator Emerging Markets P | ETF-新興国市場 | 0.75% | — | — | |
| 32 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.74% | — | — | |
| 33 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 0.70% | — | +1136.87% | |
| 34 | UAUG | Innovator U.s. Equity Ultra | ETF-その他 | 0.54% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | -0.85% | |
| 36 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.49% | +0.16% | +1.99% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.44% | +0.04% | +14.23% | |
| 38 | MLPA | Global X Mlp ETF | ETF-その他 | 0.41% | +0.07% | +19.52% | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.36% | — | +0.68% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | -0.10% | -2.47% | |
| 41 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.32% | — | +112.97% | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.32% | -0.09% | -4.80% | |
| 43 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.31% | — | -44.57% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | — | +7.18% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.30% | — | -25.51% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.29% | -0.14% | +5.37% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.29% | — | -11.49% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.28% | — | -2.97% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.26% | -0.11% | +83.42% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.26% | — | +67.68% |