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 | 10.87% | -0.65% | -0.71% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.49% | — | +1.59% | |
| 3 | BX | Blackstone INC | 株式-金融 | 5.27% | -0.83% | -1.13% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.02% | — | -1.14% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.55% | -0.42% | -2.89% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.87% | — | -2.81% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.37% | -0.52% | +3.74% | |
| 8 | IGHG | Proshares Ig Hedged | ETF-その他 | 2.18% | — | -1.43% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.98% | -0.15% | +1.81% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.89% | -0.18% | +1.33% | |
| 11 | KKR | Kkr & Co INC | 株式-金融 | 1.87% | -0.53% | +2.97% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.78% | — | +4.73% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.70% | — | -6.22% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.68% | -0.30% | -18.53% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.64% | -0.26% | +0.46% | |
| 16 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.56% | -0.07% | +6.26% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.54% | -0.20% | -14.71% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.49% | +0.14% | +6.46% | |
| 19 | PGX | Invesco Preferred ETF | ETF-その他 | 1.38% | — | -45.98% | |
| 20 | WAT | Waters CORP | 株式-ヘルスケア | 1.22% | — | -6.58% | |
| 21 | APO | Apollo Global Management INC | 株式-金融 | 1.17% | -0.34% | — | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.15% | — | +4.54% | |
| 23 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 1.11% | — | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | +0.13% | +4.04% | |
| 25 | VFH | Vanguard Financials ETF | ETF-その他 | 1.04% | -0.12% | +3.66% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +2.78% | |
| 27 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.95% | — | +5.64% | |
| 28 | WELL | Welltower INC | 株式-不動産 | 0.94% | — | -5.56% | |
| 29 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.85% | — | +7.87% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.85% | +0.12% | +30.73% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.82% | -0.24% | -2.13% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | +0.12% | -0.27% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.78% | — | +3.48% | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.76% | — | -17.50% | |
| 35 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.74% | — | -3.97% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.71% | — | +0.04% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.71% | +0.16% | +2.64% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.69% | — | -11.54% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.68% | — | +3.83% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | +12.04% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.63% | — | +1.98% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +3.62% | |
| 43 | EBC | Eastern Bankshares INC | 株式-その他 | 0.60% | — | +0.42% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.59% | — | +1.83% | |
| 45 | FTCS | First Trust Capital Strength | ETF-その他 | 0.58% | — | -3.32% | |
| 46 | GS | Goldman Sachs Group INC | 株式-金融 | 0.53% | -0.10% | +0.74% | |
| 47 | CG | Carlyle Group Inc/the | 株式-金融 | 0.52% | — | +0.07% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.50% | — | +1.47% | |
| 49 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.49% | — | +8.01% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.49% | — | +21.71% |