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 | 10.72% | -0.65% | -0.17% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 5.04% | — | +0.70% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.72% | -0.42% | +3.38% | |
| 4 | BX | Blackstone INC | 株式-金融 | 4.62% | -0.83% | +0.59% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.48% | -0.52% | +1.04% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.90% | — | +7.07% | |
| 7 | KKR | Kkr & Co INC | 株式-金融 | 2.67% | -0.53% | +1.08% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.66% | — | -7.15% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.62% | -0.26% | -0.26% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.09% | +0.12% | +1.36% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.03% | -0.15% | +5.48% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.90% | +0.14% | +5.19% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.88% | -0.30% | +0.04% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.87% | -0.20% | -0.10% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | -0.18% | +0.14% | |
| 16 | APO | Apollo Global Management INC | 株式-金融 | 1.80% | -0.34% | +0.91% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.52% | — | +0.96% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.34% | — | +11.59% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.29% | — | +1.09% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.28% | — | -6.56% | |
| 21 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 1.26% | -0.07% | -2.66% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.17% | -0.24% | +0.17% | |
| 23 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.06% | — | +1.62% | |
| 24 | VFH | Vanguard Financials ETF | ETF-その他 | 1.04% | -0.12% | +4.53% | |
| 25 | WELL | Welltower INC | 株式-不動産 | 0.95% | — | +0.11% | |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.95% | — | -0.70% | |
| 27 | VDE | Vanguard Energy ETF | ETF-その他 | 0.90% | +0.24% | +8.01% | |
| 28 | GS | Goldman Sachs Group INC | 株式-金融 | 0.82% | -0.10% | +0.12% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | — | +7.58% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | +0.13% | -3.69% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.72% | +0.10% | +8.47% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.67% | -0.07% | -1.68% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.66% | — | -0.18% | |
| 34 | PAVE | Global X US Infrastructure | ETF-その他 | 0.64% | — | +0.02% | |
| 35 | IGHG | Proshares Ig Hedged | ETF-その他 | 0.64% | — | -1.17% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.62% | — | — | |
| 37 | ADI | Analog Devices INC | 株式-IT | 0.61% | — | — | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.57% | — | +7.34% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | -0.08% | +2.68% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.56% | — | -1.28% | |
| 41 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.54% | — | +11.90% | |
| 42 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.53% | — | -2.91% | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.51% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +0.07% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.49% | — | +4.94% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | +0.10% | +0.04% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.47% | — | +6.54% | |
| 48 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.47% | — | +0.35% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.47% | — | +1.40% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.45% | — | +953.85% |