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 | 20.81% | -0.72% | -0.45% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 13.75% | -0.27% | -1.54% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.17% | -0.07% | -0.01% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 4.99% | +0.06% | -11.80% | |
| 5 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 4.46% | -0.19% | -1.23% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.96% | -0.05% | -0.71% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.46% | +0.11% | -2.32% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.36% | +0.29% | +4.66% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.99% | +0.12% | +1.58% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.96% | +0.10% | +1.44% | |
| 11 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.95% | +0.05% | -36.15% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.91% | +0.04% | -2.05% | |
| 13 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 1.84% | +0.01% | +12.99% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.77% | +0.24% | -0.31% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.56% | +0.07% | -1.02% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.46% | — | +1.41% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.40% | -0.18% | -12.31% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.30% | -0.06% | -1.90% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.20% | -0.02% | -1.25% | |
| 20 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 1.16% | -0.02% | +4.45% | |
| 21 | BUFB | Innovator Ladd Allo Buff ETF | ETF-その他 | 1.14% | +0.01% | +1.08% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.13% | +0.05% | -0.55% | |
| 23 | BSTP | Innovator Buff Su Strat ETF | ETF-その他 | 1.11% | +0.01% | +1.38% | |
| 24 | BUFF | Innovator Laddered Allocatio | ETF-その他 | 1.10% | +0.03% | -1.93% | |
| 25 | PSTP | Innovator Pwr Buff Su St ETF | ETF-その他 | 1.08% | +0.01% | +1.14% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 1.05% | +0.06% | -8.29% | |
| 27 | NUE | Nucor CORP | 株式-素材 | 1.02% | +0.08% | — | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.90% | +0.02% | -1.15% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.90% | +0.09% | +2.12% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.85% | — | -2.19% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.82% | -0.02% | +2.82% | |
| 32 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 0.79% | +0.01% | -0.61% | |
| 33 | PWR | Quanta Services INC | 株式-資本財 | 0.69% | +0.34% | — | |
| 34 | VST | Vistra CORP | 株式-公益事業 | 0.68% | -0.03% | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | -0.01% | +0.33% | |
| 36 | C | Citigroup INC | 株式-金融 | 0.65% | +0.06% | — | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.63% | +0.26% | — | |
| 38 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 0.63% | — | -2.37% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.63% | +0.04% | -3.62% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | +0.02% | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | — | — | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | -0.01% | — | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | -0.37% | — | |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.38% | — | +6.62% | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.37% | +0.04% | — | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.02% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | -0.02% | -5.77% | |
| 48 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.28% | — | -6.11% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.24% | — | +4.28% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.24% | -0.04% | — |