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 | 6.60% | -0.22% | -0.91% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.87% | — | -2.32% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.79% | -0.19% | +257.72% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.62% | — | +6.82% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.02% | — | +0.85% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.80% | — | -1.14% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.39% | -0.47% | +7.76% | |
| 8 | QSIG | Wisdomtree US Short Term Cor | ETF-その他 | 2.38% | — | +430.68% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.25% | — | +40.55% | |
| 10 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 2.18% | -0.29% | EXIT | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.98% | — | +347.50% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.84% | — | +83.75% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.78% | +0.07% | +20.83% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | — | +7.59% | |
| 15 | HFRO | Highland Opport & Income | 株式-その他 | 1.57% | — | +2.36% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.53% | — | -0.52% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | — | -1.21% | |
| 18 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 1.39% | — | +2.20% | |
| 19 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.34% | — | -1.27% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | +0.14% | +2.29% | |
| 21 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.14% | — | +14.31% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 1.11% | — | +6.61% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.06% | — | -2.36% | |
| 24 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 1.04% | — | +18.64% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.94% | — | +16.10% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.87% | — | +19.41% | |
| 27 | ARKK | Ark Innovation ETF | ETF-その他 | 0.85% | — | +18.27% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.80% | — | -3.53% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | +14.84% | |
| 30 | ✓ | Transamerica ETF Tr | ETF-その他 | 0.77% | — | +77.65% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.75% | — | -0.66% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.74% | — | +0.29% | |
| 33 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.72% | — | +9.37% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.70% | — | -0.39% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | — | +8.85% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.63% | — | +102.76% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.60% | — | +2.57% | |
| 38 | ✓ | Ishares Tr | 株式-その他 | 0.60% | — | +5.21% | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.60% | — | +5.16% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | -0.33% | +21.78% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +10.23% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.57% | — | -7.97% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | -0.09% | +737.30% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.54% | — | +12.42% | |
| 45 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 0.52% | — | +6.43% | |
| 46 | ✓ | Ishares | 株式-その他 | 0.51% | — | +15.00% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.51% | — | -0.27% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | — | +7.83% | |
| 49 | BX | Blackstone INC | 株式-金融 | 0.49% | — | +0.36% | |
| 50 | RSG | Republic Services INC | 株式-資本財 | 0.47% | — | +1.60% |