CIK: 0002052590
申告総資産額
$1.0億
| # | 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 | AAPL | Apple INC | 株式-IT | 21.97% | -0.72% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 13.64% | -0.27% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.02% | -0.07% | — | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 5.25% | +0.06% | — | |
| 5 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 4.37% | -0.19% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.89% | -0.05% | — | |
| 7 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 2.81% | +0.05% | — | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.23% | +0.11% | — | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.92% | +0.10% | — | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.88% | +0.12% | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.86% | +0.04% | — | |
| 12 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.77% | +0.29% | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.67% | -0.18% | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.59% | +0.07% | — | |
| 15 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 1.51% | +0.01% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.39% | +0.24% | — | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.35% | -0.06% | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.31% | — | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.19% | -0.02% | — | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.10% | +0.05% | — | |
| 21 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 1.08% | -0.02% | — | |
| 22 | BUFB | Innovator Ladd Allo Buff ETF | ETF-その他 | 1.08% | +0.01% | — | |
| 23 | BUFF | Innovator Laddered Allocatio | ETF-その他 | 1.07% | +0.03% | — | |
| 24 | BSTP | Innovator Buff Su Strat ETF | ETF-その他 | 1.05% | +0.01% | — | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 1.05% | +0.06% | — | |
| 26 | PSTP | Innovator Pwr Buff Su St ETF | ETF-その他 | 1.01% | +0.01% | — | |
| 27 | NUE | Nucor CORP | 株式-素材 | 0.93% | +0.08% | — | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.92% | -0.02% | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.89% | — | — | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.84% | +0.02% | — | |
| 31 | PWR | Quanta Services INC | 株式-資本財 | 0.80% | +0.34% | — | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.77% | +0.09% | — | |
| 33 | VST | Vistra CORP | 株式-公益事業 | 0.75% | -0.03% | — | |
| 34 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 0.74% | +0.01% | — | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.65% | +0.26% | — | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.64% | +0.04% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | -0.01% | — | |
| 38 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 0.63% | — | — | |
| 39 | C | Citigroup INC | 株式-金融 | 0.60% | +0.06% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | — | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | -0.01% | — | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | -0.37% | — | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | +0.02% | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | — | — | |
| 45 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.39% | — | — | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | -0.02% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | -0.02% | — | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.36% | +0.04% | — | |
| 49 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.28% | — | — | |
| 50 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.26% | -0.01% | — |