CIK: 0001841816
申告総資産額
$2.8億
| # | 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 | XLE | Ss Energy Select Sector | ETF-その他 | 4.92% | -0.52% | — | |
| 2 | GTO | Invesco Total Return Bond Et | ETF-その他 | 4.14% | — | +0.55% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.83% | — | -15.16% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.39% | — | +992.23% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.38% | +0.17% | +18.01% | |
| 6 | GSY | Invesco Ultra Short Duration | ETF-その他 | 3.25% | — | +11.17% | |
| 7 | JETS | US Global Jets ETF | ETF-その他 | 3.22% | — | — | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.14% | — | -6.54% | |
| 9 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.99% | — | +13.28% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.89% | — | +5.57% | |
| 11 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 2.85% | — | +13.41% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.66% | — | +24.71% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.52% | — | -1.79% | |
| 14 | CLOU | Global X Cloud Computing ETF | ETF-その他 | 2.51% | — | +10.81% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.48% | — | -5.44% | |
| 16 | ESPO | Vaneck Videogaming Esports | ETF-その他 | 2.48% | — | +4.81% | |
| 17 | FPX | First Trust US Equity Opport | ETF-その他 | 2.42% | — | -0.45% | |
| 18 | ACES | Alps Clean Energy ETF | ETF-その他 | 2.39% | — | +20.38% | |
| 19 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 2.26% | — | +7.36% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.97% | -0.83% | +0.52% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.71% | — | +0.77% | |
| 22 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.60% | — | +1.51% | |
| 23 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 1.59% | — | -0.59% | |
| 24 | ONLN | Proshares Online Retail ETF | ETF-その他 | 1.49% | — | +12.48% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | — | +3.88% | |
| 26 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.27% | — | -66.18% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.14% | — | -4.22% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.87% | — | -3.99% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | — | +10.01% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.80% | +0.41% | +10.13% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | +5.08% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.76% | — | +0.19% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | — | +12.50% | |
| 34 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.72% | — | -2.20% | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.72% | — | +5.97% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | — | +5.59% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | — | +3.44% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | +0.48% | +2.89% | |
| 39 | HTD | John Hancock Tax Adv Dvd INC | 株式-その他 | 0.62% | — | +1.46% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | +16.81% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +3.65% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.58% | — | -36.93% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.55% | — | +10.93% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.50% | — | +4.23% | |
| 45 | FDX | Fedex CORP | 株式-資本財 | 0.49% | — | +22.96% | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.48% | — | -1.69% | |
| 47 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.48% | — | -0.25% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.47% | +0.49% | NEW | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | +18.35% | |
| 50 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.45% | — | -0.68% |