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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 6.20% | +0.11% | +22.80% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 5.79% | +0.13% | +3.15% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.73% | -0.39% | +7.17% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 4.41% | — | +1.57% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.36% | -0.61% | +1.98% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.24% | — | +15.15% | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.20% | +0.22% | +53.23% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.66% | -0.39% | +1.21% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.24% | — | +2475.38% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.23% | -0.70% | +6.49% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.97% | +0.06% | -0.62% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.68% | -0.25% | -17.64% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.55% | — | -4.16% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.31% | — | -0.26% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.29% | — | +39.02% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.27% | -0.28% | +3.82% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.23% | — | +58.06% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.14% | — | +0.47% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.03% | — | +35.09% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.98% | +0.23% | -0.29% | |
| 21 | MOS | Mosaic Co/the | 株式-素材 | 0.91% | — | -0.55% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | +6.67% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.78% | — | +1.51% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | — | +0.87% | |
| 25 | COR | Cencora INC | 株式-ヘルスケア | 0.68% | — | -0.15% | |
| 26 | RS | Reliance INC | 株式-素材 | 0.66% | — | +1.00% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.66% | — | — | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.66% | — | +1.54% | |
| 29 | MS | Morgan Stanley | 株式-金融 | 0.65% | — | +0.38% | |
| 30 | HPQ | Hp INC | 株式-IT | 0.64% | — | +0.18% | |
| 31 | CWEN | Clearway Energy Inc-c | 株式-公益事業 | 0.64% | — | +1.59% | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.64% | -0.31% | -1.22% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | — | +4.68% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.63% | -0.14% | +0.71% | |
| 35 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 0.62% | — | — | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | +0.14% | +4.95% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.62% | — | +0.80% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.62% | — | +2.20% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.62% | — | +3.72% | |
| 40 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.61% | — | +6.30% | |
| 41 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.60% | — | +2.34% | |
| 42 | NTAP | Netapp INC | 株式-IT | 0.59% | — | +0.30% | |
| 43 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.58% | +0.08% | +1.91% | |
| 44 | EBAY | Ebay INC | 株式-一般消費財 | 0.58% | — | +4.05% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.58% | — | +0.51% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.58% | — | +10.17% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | -0.08% | +2.74% | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.56% | -0.16% | +1.33% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | — | +8.29% | |
| 50 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.52% | — | +2.32% |