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 | 10.95% | -0.65% | +0.84% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.74% | — | +0.47% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.66% | — | +8.19% | |
| 4 | BX | Blackstone INC | 株式-金融 | 4.34% | -0.83% | -0.25% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.40% | -0.42% | +2.09% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.03% | — | -0.64% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.44% | -0.52% | +5.19% | |
| 8 | IGHG | Proshares Ig Hedged | ETF-その他 | 1.91% | — | -12.22% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.90% | — | +2.93% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.85% | -0.15% | -0.43% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.79% | -0.26% | +8.96% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.77% | -0.18% | +3.18% | |
| 13 | KKR | Kkr & Co INC | 株式-金融 | 1.62% | -0.53% | -5.75% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.58% | +0.14% | +2.49% | |
| 15 | PGX | Invesco Preferred ETF | ETF-その他 | 1.58% | — | +6.90% | |
| 16 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.53% | -0.07% | +0.51% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.51% | — | -8.51% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.47% | -0.30% | +1900.46% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | -0.20% | +1900.00% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.33% | +0.12% | +21.70% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.30% | — | +256.98% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | +0.13% | +2.37% | |
| 23 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.13% | — | +7.69% | |
| 24 | APO | Apollo Global Management INC | 株式-金融 | 1.10% | -0.34% | -0.61% | |
| 25 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 1.07% | — | -9.76% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 1.03% | -0.24% | +6.10% | |
| 27 | VFH | Vanguard Financials ETF | ETF-その他 | 1.01% | -0.12% | -0.98% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | +5.09% | |
| 29 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.95% | — | +14.00% | |
| 30 | BLKCHF | Blackrock INC | 株式-その他 | 0.91% | — | -7.56% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.88% | — | +1.15% | |
| 32 | WELL | Welltower INC | 株式-不動産 | 0.85% | — | +9.30% | |
| 33 | WAT | Waters CORP | 株式-ヘルスケア | 0.84% | — | — | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | +0.16% | +2.99% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | +0.12% | -2.32% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.69% | — | -2.83% | |
| 37 | EBC | Eastern Bankshares INC | 株式-その他 | 0.68% | — | -2.70% | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 0.68% | -0.10% | +14.46% | |
| 39 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.67% | — | — | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.66% | — | -5.92% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | +4.64% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.63% | — | +0.07% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | -8.05% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.59% | — | +5.00% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.56% | +0.10% | +7.58% | |
| 46 | FTCS | First Trust Capital Strength | ETF-その他 | 0.56% | — | +0.03% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.55% | — | -5.62% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.55% | — | -14.99% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.52% | — | +17.88% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.52% | — | +0.11% |