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 | 9.35% | -0.65% | -0.13% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.98% | — | +3.04% | |
| 3 | BX | Blackstone INC | 株式-金融 | 3.60% | -0.83% | +2.99% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.53% | — | -18.66% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.31% | -0.42% | +2.29% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.12% | — | +0.68% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.41% | -0.52% | +5.62% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.18% | -0.26% | +4.49% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.96% | +0.12% | +52.21% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.93% | — | +0.84% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.77% | — | +46.45% | |
| 12 | PGX | Invesco Preferred ETF | ETF-その他 | 1.73% | — | +28.34% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.70% | +0.14% | +6.23% | |
| 14 | KKR | Kkr & Co INC | 株式-金融 | 1.63% | -0.53% | +2.47% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.62% | -0.15% | -9.76% | |
| 16 | IGHG | Proshares Ig Hedged | ETF-その他 | 1.38% | — | -23.95% | |
| 17 | APO | Apollo Global Management INC | 株式-金融 | 1.35% | -0.34% | -1.33% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | +0.13% | +4.19% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.21% | -0.30% | -1.62% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.21% | -0.24% | +8.35% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | -0.20% | -0.43% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.11% | — | -20.01% | |
| 23 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.10% | — | +5.22% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | -0.18% | -9.78% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.06% | — | +4.36% | |
| 26 | VFH | Vanguard Financials ETF | ETF-その他 | 1.05% | -0.12% | +2.67% | |
| 27 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.03% | — | +5.11% | |
| 28 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 0.94% | -0.07% | — | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.92% | — | +1.99% | |
| 30 | WAT | Waters CORP | 株式-ヘルスケア | 0.89% | — | -8.38% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.89% | — | +68.11% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | +0.16% | +11.27% | |
| 33 | WELL | Welltower INC | 株式-不動産 | 0.79% | — | -0.81% | |
| 34 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.76% | — | +4.21% | |
| 35 | GS | Goldman Sachs Group INC | 株式-金融 | 0.76% | -0.10% | +5.28% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.70% | — | +0.03% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.70% | +0.10% | +21.80% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.69% | — | -35.34% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.68% | — | +5.95% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -3.77% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.66% | — | +2.33% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | +5.74% | |
| 43 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.61% | -0.07% | -56.56% | |
| 44 | VDE | Vanguard Energy ETF | ETF-その他 | 0.61% | +0.24% | +21.45% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.60% | — | +0.38% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | +8.05% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.57% | — | +7.59% | |
| 48 | EBC | Eastern Bankshares INC | 株式-その他 | 0.55% | — | +1.28% | |
| 49 | FTCS | First Trust Capital Strength | ETF-その他 | 0.54% | — | -4.68% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.54% | — | +0.06% |