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 | 7.15% | +0.11% | +4.13% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 6.20% | +0.13% | -6.49% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.89% | -0.39% | +13.76% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.87% | -0.61% | -2.96% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.44% | — | -28.21% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.94% | +0.22% | -11.34% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.78% | — | -16.02% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.21% | — | -13.42% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.06% | +0.23% | +88.81% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.00% | -0.70% | -7.41% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.76% | +0.06% | -9.23% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.60% | -0.39% | -6.69% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.60% | — | +20.76% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.50% | -0.25% | -2.42% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.44% | — | +0.88% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.19% | — | +2.28% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.09% | — | -17.48% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | -0.28% | +0.65% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.07% | — | +311.41% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.07% | — | +66.38% | |
| 21 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 1.05% | — | +55.70% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.90% | — | -0.79% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.84% | — | +38.21% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.83% | — | -2.02% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.78% | — | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.77% | — | -1.79% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.74% | — | +590.17% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | +2.87% | |
| 29 | MOS | Mosaic Co/the | 株式-素材 | 0.72% | — | -3.72% | |
| 30 | COR | Cencora INC | 株式-ヘルスケア | 0.72% | — | +0.25% | |
| 31 | CWEN | Clearway Energy Inc-c | 株式-公益事業 | 0.71% | — | +0.21% | |
| 32 | RS | Reliance INC | 株式-素材 | 0.71% | — | -0.60% | |
| 33 | HPQ | Hp INC | 株式-IT | 0.68% | — | +1.01% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | -34.22% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | -44.03% | |
| 36 | MS | Morgan Stanley | 株式-金融 | 0.66% | — | +0.31% | |
| 37 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.66% | +0.08% | -0.01% | |
| 38 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.65% | — | +1.63% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.64% | — | -13.67% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.62% | — | +0.35% | |
| 41 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.62% | — | -1.83% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.62% | -0.14% | +2.17% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | -0.08% | +1.68% | |
| 44 | AVT | Avnet INC | 株式-IT | 0.60% | — | -0.80% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | +0.14% | +0.49% | |
| 46 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.59% | — | +0.70% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.57% | — | +79.41% | |
| 48 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.56% | — | +2.80% | |
| 49 | CMI | Cummins INC | 株式-資本財 | 0.55% | -0.19% | +1.00% | |
| 50 | NTAP | Netapp INC | 株式-IT | 0.55% | — | +2.17% |