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 | 11.05% | -0.65% | +0.09% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 5.49% | — | -0.45% | |
| 3 | BX | Blackstone INC | 株式-金融 | 5.44% | -0.83% | +2.51% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.21% | -0.42% | +2.31% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.25% | -0.52% | +1.42% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.93% | — | +10.46% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.86% | — | -5.92% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.40% | -0.26% | +1.76% | |
| 9 | KKR | Kkr & Co INC | 株式-金融 | 2.33% | -0.53% | -0.54% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.95% | +0.12% | +2.26% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.82% | -0.15% | +2.62% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.80% | +0.14% | +3.14% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | -0.18% | +2.35% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.64% | -0.30% | +0.66% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.60% | -0.20% | -0.17% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.57% | — | +0.51% | |
| 17 | APO | Apollo Global Management INC | 株式-金融 | 1.57% | -0.34% | -0.65% | |
| 18 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 1.46% | -0.07% | +29.16% | |
| 19 | PGX | Invesco Preferred ETF | ETF-その他 | 1.42% | — | -7.31% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.38% | — | -17.87% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.26% | -0.24% | +1.11% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | — | +1.90% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.11% | — | +14.37% | |
| 24 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.05% | — | +1.45% | |
| 25 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.05% | — | -0.46% | |
| 26 | VFH | Vanguard Financials ETF | ETF-その他 | 1.01% | -0.12% | +1.38% | |
| 27 | WELL | Welltower INC | 株式-不動産 | 0.94% | — | +2.83% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | +0.13% | +0.76% | |
| 29 | GS | Goldman Sachs Group INC | 株式-金融 | 0.77% | -0.10% | +5.46% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.75% | — | -9.14% | |
| 31 | IGHG | Proshares Ig Hedged | ETF-その他 | 0.74% | — | -13.97% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.71% | -0.07% | +3.33% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | +0.04% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | +13.84% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | — | +5.16% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.67% | +0.10% | +0.63% | |
| 37 | VDE | Vanguard Energy ETF | ETF-その他 | 0.66% | +0.24% | +3.81% | |
| 38 | PAVE | Global X US Infrastructure | ETF-その他 | 0.60% | — | +34.82% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.60% | — | -1.23% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.59% | — | +3.05% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.56% | — | -3.11% | |
| 42 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.55% | — | — | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.55% | — | +1112.38% | |
| 44 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.54% | — | +26.96% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +0.17% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | +0.16% | |
| 47 | WAT | Waters CORP | 株式-ヘルスケア | 0.46% | — | — | |
| 48 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.45% | — | +5.90% | |
| 49 | ADI | Analog Devices INC | 株式-IT | 0.45% | — | — | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | -0.17% |