CIK: 0001765690
申告総資産額
$12.9億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 7.27% | -0.22% | +2.12% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 7.03% | — | +1.31% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.80% | -0.19% | +15.33% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.88% | — | +13.22% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.43% | — | +0.87% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.39% | — | -1.33% | |
| 7 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 2.64% | -0.29% | EXIT | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.63% | -0.47% | +13.62% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.97% | — | +45.01% | |
| 10 | HFRO | Highland Opport & Income | 株式-その他 | 1.77% | — | +3.33% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | — | +1.62% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.73% | — | +0.08% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.71% | +0.07% | +56.35% | |
| 14 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.67% | — | +6.98% | |
| 15 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 1.58% | — | +8.46% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.54% | — | -1.81% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | +0.14% | -0.54% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.22% | — | +1.29% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.18% | — | -1.11% | |
| 20 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.15% | — | +10.01% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.13% | — | +39.43% | |
| 22 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 0.97% | — | +25.31% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.95% | — | +23.10% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.92% | — | +0.02% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.88% | — | +5.74% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.87% | — | +1.64% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | — | +0.08% | |
| 28 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.81% | — | +2.62% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.80% | — | +0.41% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | +2.00% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.73% | — | -1.32% | |
| 32 | ✓ | Ishares Tr | 株式-その他 | 0.70% | — | +6.07% | |
| 33 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.70% | — | -0.49% | |
| 34 | ARKK | Ark Innovation ETF | ETF-その他 | 0.68% | — | +30.78% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.68% | — | +24.24% | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.65% | — | +6.14% | |
| 37 | BX | Blackstone INC | 株式-金融 | 0.65% | — | +0.72% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | — | -1.10% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.59% | — | -2.20% | |
| 40 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 0.57% | — | -31.74% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.33% | +3.24% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +2.47% | |
| 43 | QSIG | Wisdomtree US Short Term Cor | ETF-その他 | 0.55% | — | — | |
| 44 | ✓ | Ishares | 株式-その他 | 0.55% | — | +7.97% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.54% | — | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.54% | — | +0.96% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.53% | — | — | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.12% | +22.44% | |
| 49 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.52% | — | -0.37% | |
| 50 | ✓ | Transamerica ETF Tr | ETF-その他 | 0.51% | — | +149.89% |