CIK: 0001827845
申告総資産額
$1.0億
| # | 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 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 16.45% | — | +18.04% | |
| 2 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 10.23% | +0.03% | +22.06% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 9.60% | +14.68% | — | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 8.14% | -0.82% | -0.13% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.14% | +2.22% | +0.02% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.98% | — | — | |
| 7 | XLF | Ss Financial Select Sector | ETF-その他 | 4.82% | — | — | |
| 8 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 4.45% | +0.27% | — | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.41% | +0.21% | -1.99% | |
| 10 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 4.36% | -0.03% | +0.00% | |
| 11 | BLOK | Amplify Blockchain Tech ETF | ETF-テック型 | 4.31% | — | +160.34% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.27% | -0.16% | +0.40% | |
| 13 | SLV | Ishares Silver Trust | ETF-コモディティ | 3.20% | +4.09% | NEW | |
| 14 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-その他 | 3.10% | +2.80% | +10.47% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.79% | +0.11% | -0.21% | |
| 16 | BSY | Bentley Systems Inc-class B | 株式-IT | 2.10% | +0.40% | — | |
| 17 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 2.06% | +4.29% | -0.12% | |
| 18 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.03% | — | -0.11% | |
| 19 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.84% | -0.17% | — | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | -0.12% | — | |
| 21 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 0.63% | — | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.55% | — | +1.06% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.40% | — | -0.37% | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.39% | +5.94% | — | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.38% | +0.09% | — | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.36% | -0.02% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.29% | -0.02% | — |