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 | 11.16% | -0.65% | -1.51% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 5.88% | — | -1.32% | |
| 3 | BX | Blackstone INC | 株式-金融 | 4.93% | -0.83% | +1.23% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.98% | -0.42% | +0.05% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.23% | — | -5.05% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.05% | -0.52% | +2.60% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.80% | — | -0.25% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.28% | -0.26% | +1.30% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.11% | +0.12% | +2.77% | |
| 10 | KKR | Kkr & Co INC | 株式-金融 | 1.98% | -0.53% | -0.57% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.81% | -0.15% | +6.32% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.80% | — | -4.45% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.78% | +0.14% | +9.28% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.74% | -0.30% | +2.72% | |
| 15 | APO | Apollo Global Management INC | 株式-金融 | 1.73% | -0.34% | -0.66% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.71% | -0.20% | +4.66% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.67% | — | -1.45% | |
| 18 | PGX | Invesco Preferred ETF | ETF-その他 | 1.66% | — | -4.14% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.53% | -0.18% | -0.07% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.28% | — | +3.42% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.22% | -0.24% | +0.91% | |
| 22 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 1.21% | -0.07% | -1.13% | |
| 23 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.13% | — | +1.92% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | +0.13% | +1.90% | |
| 25 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.03% | — | +0.68% | |
| 26 | VFH | Vanguard Financials ETF | ETF-その他 | 0.98% | -0.12% | +2.36% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.98% | — | -0.97% | |
| 28 | WELL | Welltower INC | 株式-不動産 | 0.94% | — | +0.17% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.90% | — | -4.46% | |
| 30 | IGHG | Proshares Ig Hedged | ETF-その他 | 0.89% | — | -25.53% | |
| 31 | VDE | Vanguard Energy ETF | ETF-その他 | 0.78% | +0.24% | +14.36% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | +0.03% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.70% | +0.10% | +7.42% | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.69% | -0.10% | +2.09% | |
| 35 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.66% | -0.07% | +10.94% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.64% | — | -0.32% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.63% | — | +23.95% | |
| 38 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.61% | — | -15.78% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | — | +2.93% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.60% | — | -0.34% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.59% | — | -1.71% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -0.82% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.52% | — | -8.69% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | +0.16% | -0.75% | |
| 45 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 0.51% | — | +11.11% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.49% | — | +4.77% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.49% | +0.10% | +5.96% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | +0.92% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | -3.24% | |
| 50 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.46% | — | +7.33% |