CIK: 0001770994
申告総資産額
$8.4億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 9.53% | -0.28% | +0.27% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 7.74% | +0.13% | +5.19% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.79% | +0.10% | +11.20% | |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.75% | +0.11% | +12.96% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.56% | -0.61% | +4.95% | |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.53% | +0.16% | +12.73% | |
| 7 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 3.52% | — | +17.32% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.23% | — | +3.51% | |
| 9 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 3.17% | — | +14.25% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 3.15% | — | -15.81% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.01% | +0.06% | +2.90% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.96% | -0.39% | -2.48% | |
| 13 | IDV | Ishares International Select | ETF-その他 | 1.76% | — | +3.67% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.68% | -0.25% | +5.87% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.52% | -0.70% | +5.57% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.43% | — | +34.15% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.15% | +0.13% | +4.52% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.10% | — | +72.75% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.05% | -0.09% | +2.78% | |
| 20 | IGHG | Proshares Ig Hedged | ETF-その他 | 0.97% | — | -7.49% | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.94% | — | +1.97% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.89% | — | -1.48% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.88% | — | +1.14% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.84% | — | -3.46% | |
| 25 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.83% | — | +0.50% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | — | +13.24% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.64% | — | -0.44% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.64% | — | -0.17% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.62% | -0.39% | +13.60% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | +111.92% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | +32.25% | |
| 32 | EMLP | First Trust North American E | ETF-その他 | 0.58% | — | -0.58% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.58% | — | — | |
| 34 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.57% | — | +0.52% | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.56% | — | — | |
| 36 | IEZ | Ishares U.s. Oil Equipment & | ETF-その他 | 0.55% | — | — | |
| 37 | T | At&t INC | 株式-通信サービス | 0.54% | +0.12% | +22.64% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.53% | — | +14.11% | |
| 39 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.52% | — | +0.01% | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.51% | +0.23% | +8.58% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +2.04% | |
| 42 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.50% | — | — | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | -2.37% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.48% | — | — | |
| 45 | PGR | Progressive CORP | 株式-金融 | 0.46% | — | +12.83% | |
| 46 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.46% | — | -1.69% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.45% | — | — | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.43% | — | — | |
| 49 | HFCUSD | Hollyfrontier CORP | 株式-その他 | 0.43% | — | +15.49% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.42% | — | — |