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 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 7.36% | +0.13% | -1.01% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 5.68% | +0.11% | -2.33% | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 4.93% | — | +7.59% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.15% | -0.61% | +8.87% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.90% | -0.39% | +5.24% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.69% | — | +28.77% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.56% | +0.16% | +33.06% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.48% | +0.22% | +42.89% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.25% | -0.25% | +5.06% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.05% | +0.06% | +15.88% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.97% | -0.28% | +0.21% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.80% | — | +0.66% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.70% | +8.33% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.58% | — | +23.08% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.17% | -0.39% | +13.97% | |
| 16 | IGHG | Proshares Ig Hedged | ETF-その他 | 1.16% | — | — | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.12% | — | +36.04% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.12% | — | +0.89% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.09% | — | +107.78% | |
| 20 | HYHG | Proshares High Yield Interes | ETF-ハイイールド債 | 1.08% | — | — | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.07% | — | +274.59% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.06% | — | -12.00% | |
| 23 | ✓ | Spdr Ser Tr | 株式-その他 | 1.06% | — | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | — | -3.56% | |
| 25 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.77% | — | -0.76% | |
| 26 | IDV | Ishares International Select | ETF-その他 | 0.77% | — | -17.09% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.77% | — | +8.76% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | — | +149.86% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.71% | — | +9.95% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.67% | +0.23% | +6.12% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | — | +25.73% | |
| 32 | EBAY | Ebay INC | 株式-一般消費財 | 0.60% | — | +21.50% | |
| 33 | MS | Morgan Stanley | 株式-金融 | 0.59% | — | +16.31% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | +18.07% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.56% | — | — | |
| 36 | CMI | Cummins INC | 株式-資本財 | 0.56% | -0.19% | +7.31% | |
| 37 | HPQ | Hp INC | 株式-IT | 0.55% | — | +5.84% | |
| 38 | CE | Celanese CORP | 株式-素材 | 0.54% | — | +8.03% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.54% | -0.14% | -3.29% | |
| 40 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.53% | +0.08% | +23.42% | |
| 41 | RS | Reliance INC | 株式-素材 | 0.52% | — | +10.66% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | -0.08% | +42.23% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.51% | +0.14% | +18.99% | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.51% | — | +55.71% | |
| 45 | HSY | Hershey Co/the | 株式-生活必需品 | 0.51% | +0.09% | +50.05% | |
| 46 | NTAP | Netapp INC | 株式-IT | 0.51% | — | +0.14% | |
| 47 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.51% | — | — | |
| 48 | BR | Broadridge Financial Solutio | 株式-IT | 0.50% | -0.13% | +13.60% | |
| 49 | AMAT | Applied Materials INC | 株式-IT | 0.50% | -0.77% | -24.38% | |
| 50 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.49% | — | +33.19% |