CIK: 0001967193
申告総資産額
$2.3億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 8.21% | +0.26% | +6.89% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.26% | -0.39% | +5.07% | |
| 3 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 5.22% | -0.11% | EXIT | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.77% | — | +1.46% | |
| 5 | AMD | Advanced Micro Devices | 株式-IT | 3.73% | -0.35% | +3.08% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-その他 | 3.57% | — | +2.77% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.51% | -0.33% | -0.45% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.17% | -0.52% | +2.80% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.72% | — | +4.00% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.53% | +0.02% | +15.58% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -0.38% | +1.47% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 2.03% | -0.08% | +0.38% | |
| 13 | OKE | Oneok INC | 株式-エネルギー | 2.01% | +0.22% | +1.16% | |
| 14 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 1.77% | — | +4.11% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.70% | +0.23% | +2.40% | |
| 16 | FEM | First Trust Emerging Markets | ETF-新興国市場 | 1.54% | +0.03% | +4.93% | |
| 17 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 1.50% | +0.04% | +3.10% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.49% | +0.46% | +164.44% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.49% | -0.04% | +2.62% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.36% | +0.27% | -0.28% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.30% | — | +4.94% | |
| 22 | FICS | Ft International Dev Cap Str | ETF-その他 | 1.27% | — | +5.62% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.07% | — | +4.37% | |
| 24 | NTRL | First Trust Equity Market Ne | ETF-その他 | 1.06% | — | +2.75% | |
| 25 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.96% | — | -0.45% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.96% | — | +212.47% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | — | +0.31% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.93% | — | — | |
| 29 | MU | Micron Technology INC | 株式-IT | 0.91% | +0.07% | +1.60% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.90% | — | +10.19% | |
| 31 | USB | US Bancorp | 株式-金融 | 0.88% | — | +8.63% | |
| 32 | CSX | Csx CORP | 株式-資本財 | 0.88% | — | -0.30% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | +7.51% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.81% | — | -1.64% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | — | -0.52% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | +0.15% | +2.40% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.77% | — | -0.31% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | — | +0.34% | |
| 39 | DVN | Devon Energy CORP | 株式-エネルギー | 0.74% | — | +4.34% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | — | +0.10% | |
| 41 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.72% | — | +3.85% | |
| 42 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.70% | +0.06% | -0.63% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.70% | — | +1.27% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +0.89% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | — | -2.79% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.64% | — | +0.38% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.63% | +0.09% | +94.00% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.60% | — | -1.77% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | — | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | -0.13% |