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 | 9.02% | -0.65% | +1.71% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 5.23% | — | +0.72% | |
| 3 | BX | Blackstone INC | 株式-金融 | 5.02% | -0.83% | +2.30% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.33% | -0.42% | +5.69% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.34% | -0.52% | +2.23% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.95% | — | +4.89% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.68% | -0.26% | +5.35% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.67% | — | +4.78% | |
| 9 | KKR | Kkr & Co INC | 株式-金融 | 2.61% | -0.53% | +2.45% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.17% | +0.12% | +17.26% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.93% | -0.15% | +7.26% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.92% | +0.14% | +10.30% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | -0.18% | +1.03% | |
| 14 | APO | Apollo Global Management INC | 株式-金融 | 1.75% | -0.34% | +2.84% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.61% | -0.30% | +0.58% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.60% | -0.20% | +2.60% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.58% | — | +2.97% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.46% | — | +17.80% | |
| 19 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 1.35% | -0.07% | +3.77% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.33% | -0.24% | +0.18% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.33% | — | +7.66% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.30% | — | +22.36% | |
| 23 | PGX | Invesco Preferred ETF | ETF-その他 | 1.27% | — | -3.92% | |
| 24 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.10% | — | +5.79% | |
| 25 | VFH | Vanguard Financials ETF | ETF-その他 | 1.06% | -0.12% | +5.06% | |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.00% | — | +4.30% | |
| 27 | VDE | Vanguard Energy ETF | ETF-その他 | 0.88% | +0.24% | +32.87% | |
| 28 | WELL | Welltower INC | 株式-不動産 | 0.88% | — | +0.80% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.13% | +0.64% | |
| 30 | GS | Goldman Sachs Group INC | 株式-金融 | 0.78% | -0.10% | +3.98% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | — | +9.93% | |
| 32 | PAVE | Global X US Infrastructure | ETF-その他 | 0.71% | — | +13.42% | |
| 33 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.71% | -0.07% | +4.68% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.70% | +0.10% | +7.50% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | — | +4.49% | |
| 36 | IGHG | Proshares Ig Hedged | ETF-その他 | 0.67% | — | +5.93% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.66% | — | +0.94% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | — | +0.33% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.56% | — | +6.12% | |
| 40 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.56% | — | +8.33% | |
| 41 | ADI | Analog Devices INC | 株式-IT | 0.55% | — | +34.79% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.53% | — | -2.10% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +2.41% | |
| 44 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.51% | — | +47.17% | |
| 45 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.50% | — | -12.56% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | +0.17% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.49% | — | +11.62% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | -0.08% | +30.96% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.48% | — | -9.07% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.47% | — | +62.15% |