CIK: 0001911468
申告総資産額
$2.5億
| # | 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 | AAPL | Apple INC | 株式-IT | 10.77% | -0.65% | — | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.32% | — | — | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.30% | — | — | |
| 4 | BX | Blackstone INC | 株式-金融 | 5.26% | -0.83% | — | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.87% | -0.42% | — | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.96% | — | — | |
| 7 | PGX | Invesco Preferred ETF | ETF-その他 | 2.74% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.41% | -0.52% | — | |
| 9 | KKR | Kkr & Co INC | 株式-金融 | 2.24% | -0.53% | — | |
| 10 | IGHG | Proshares Ig Hedged | ETF-その他 | 2.20% | — | — | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.07% | -0.30% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.00% | -0.15% | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.85% | -0.18% | — | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.84% | -0.26% | — | |
| 15 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.83% | — | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.83% | -0.20% | — | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.70% | — | — | |
| 18 | WAT | Waters CORP | 株式-ヘルスケア | 1.51% | — | — | |
| 19 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.41% | -0.07% | — | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.39% | +0.14% | — | |
| 21 | BLKCHF | Blackrock INC | 株式-その他 | 1.28% | — | — | |
| 22 | VFH | Vanguard Financials ETF | ETF-その他 | 1.00% | -0.12% | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.96% | +0.13% | — | |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.94% | — | — | |
| 25 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.89% | — | — | |
| 26 | WELL | Welltower INC | 株式-不動産 | 0.86% | — | — | |
| 27 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.86% | — | — | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.84% | -0.24% | — | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | +0.12% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | — | |
| 31 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.77% | — | — | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | +0.16% | — | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.76% | — | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.73% | — | — | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | — | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.68% | — | — | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.65% | +0.12% | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.64% | — | — | |
| 39 | FTCS | First Trust Capital Strength | ETF-その他 | 0.63% | — | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | — | |
| 42 | GS | Goldman Sachs Group INC | 株式-金融 | 0.59% | -0.10% | — | |
| 43 | CG | Carlyle Group Inc/the | 株式-金融 | 0.57% | — | — | |
| 44 | EBC | Eastern Bankshares INC | 株式-その他 | 0.54% | — | — | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.54% | — | — | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | — | — | |
| 47 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.49% | — | — | |
| 48 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.48% | — | — | |
| 49 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.47% | — | — | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | — |