CIK: 0001799284
申告総資産額
$3.6億
| # | 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 | IAU | Ishares Gold Trust | ETF-コモディティ | 5.18% | — | -2.35% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.16% | -0.48% | -0.53% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.06% | -0.54% | -0.26% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 3.93% | -0.55% | +1.98% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.71% | -0.02% | -1.96% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.58% | -0.15% | -0.65% | |
| 7 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 2.63% | +0.50% | -0.13% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.39% | -0.47% | -0.14% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.28% | — | +2.57% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.26% | -0.04% | -4.50% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.22% | +0.21% | +2.75% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.21% | — | +2.78% | |
| 13 | XLF | Ss Financial Select Sector | ETF-その他 | 2.17% | +0.27% | +0.02% | |
| 14 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 2.00% | -0.18% | -1.90% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.90% | -0.41% | +0.28% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.84% | — | -0.66% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.81% | — | +2.04% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.70% | -0.31% | +0.53% | |
| 19 | PANW | Palo Alto Networks INC | 株式-IT | 1.58% | -0.40% | -1.15% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.56% | — | +1.43% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.53% | — | +0.40% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.51% | — | +2.15% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.50% | — | +0.57% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | -0.08% | +0.74% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.43% | -0.16% | +1.31% | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.41% | — | +2.54% | |
| 27 | OVV | Ovintiv INC | 株式-エネルギー | 1.39% | +0.14% | +3.08% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.38% | -0.17% | -0.35% | |
| 29 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 1.23% | — | -6.74% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.18% | +0.27% | +14.09% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.17% | — | -4.79% | |
| 32 | TGT | Target CORP | 株式-一般消費財 | 1.17% | — | +1.35% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 1.16% | +0.55% | +2.03% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 1.15% | — | -0.71% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.13% | +0.17% | +0.78% | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 1.13% | +0.38% | +0.13% | |
| 37 | BX | Blackstone INC | 株式-金融 | 1.11% | -0.23% | +0.63% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 1.09% | -0.05% | -0.25% | |
| 39 | CRM | Salesforce INC | 株式-IT | 1.08% | -0.22% | -2.60% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | — | +1.59% | |
| 41 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.05% | — | -1.97% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 1.00% | — | +1.29% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | +0.13% | +0.70% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | +2.25% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.94% | — | +0.57% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | — | +1.48% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.94% | -0.09% | +1.93% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.83% | — | -1.20% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | — | -6.24% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.75% | — | -1.87% |