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 | 7.28% | +0.11% | +4.91% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 6.72% | +0.13% | +9.05% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.03% | -0.39% | +0.66% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.72% | -0.61% | -0.95% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.44% | — | +5.03% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.10% | +0.22% | +7.35% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.50% | — | -5.11% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.20% | — | +0.80% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.95% | +0.23% | -3.74% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.86% | -0.70% | +1.49% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.74% | +0.06% | +3.04% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.51% | — | +8.41% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.49% | — | +3.84% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.46% | -0.25% | -2.74% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.36% | -0.39% | +4.80% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.15% | — | +1.68% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.06% | — | +1.62% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.04% | — | -0.38% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.93% | — | +44.74% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | -0.28% | -0.01% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | — | +1.59% | |
| 22 | MBB | Ishares Mbs ETF | ETF-その他 | 0.86% | — | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.84% | — | +14.64% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | — | +3.17% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.78% | — | +3.76% | |
| 26 | MOS | Mosaic Co/the | 株式-素材 | 0.77% | — | +2.25% | |
| 27 | RS | Reliance INC | 株式-素材 | 0.75% | — | +2.46% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.75% | — | +5.91% | |
| 29 | EMLP | First Trust North American E | ETF-その他 | 0.73% | — | +52.20% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.73% | — | +37.55% | |
| 31 | MS | Morgan Stanley | 株式-金融 | 0.72% | — | +4.52% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.72% | — | -25.42% | |
| 33 | COR | Cencora INC | 株式-ヘルスケア | 0.72% | — | +3.26% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.71% | — | +86.68% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.70% | — | +10.30% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.68% | — | -9.50% | |
| 37 | HUBB | Hubbell INC | 株式-資本財 | 0.68% | +0.08% | +2.63% | |
| 38 | CWEN | Clearway Energy Inc-c | 株式-公益事業 | 0.68% | — | +3.04% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | +0.14% | +4.43% | |
| 40 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.65% | — | +2.98% | |
| 41 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.64% | +0.08% | +4.34% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.63% | — | +1.29% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.63% | — | +21.39% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.62% | — | +4.21% | |
| 45 | CMI | Cummins INC | 株式-資本財 | 0.61% | -0.19% | +4.30% | |
| 46 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.61% | — | +3.62% | |
| 47 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.61% | — | +4.71% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | +5.21% | |
| 49 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.58% | — | +4.65% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.58% | -0.14% | +4.09% |