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 | 21.23% | -0.72% | -0.17% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 15.07% | -0.27% | +3.10% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.00% | -0.07% | -4.65% | |
| 4 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 4.12% | -0.19% | +1.01% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.76% | -0.05% | +0.16% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.99% | +0.06% | -10.06% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.63% | +0.29% | -0.91% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.33% | +0.11% | -3.34% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.99% | +0.24% | -2.49% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.91% | +0.04% | +6.87% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.81% | +0.12% | +4.60% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.79% | +0.10% | +2.01% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.66% | +0.07% | +8.18% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.18% | — | |
| 15 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.52% | +0.05% | -3.43% | |
| 16 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 1.52% | +0.01% | -10.71% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.49% | — | +4.13% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.36% | +0.09% | +25.21% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.24% | -0.06% | — | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.22% | -0.02% | — | |
| 21 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 1.18% | -0.02% | +7.38% | |
| 22 | BUFB | Innovator Ladd Allo Buff ETF | ETF-その他 | 1.17% | +0.01% | +5.53% | |
| 23 | NUE | Nucor CORP | 株式-素材 | 1.17% | +0.08% | — | |
| 24 | BSTP | Innovator Buff Su Strat ETF | ETF-その他 | 1.12% | +0.01% | +6.15% | |
| 25 | BUFF | Innovator Laddered Allocatio | ETF-その他 | 1.11% | +0.03% | +6.25% | |
| 26 | PSTP | Innovator Pwr Buff Su St ETF | ETF-その他 | 1.03% | +0.01% | +1.19% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.96% | +0.05% | -2.77% | |
| 28 | PWR | Quanta Services INC | 株式-資本財 | 0.96% | +0.34% | — | |
| 29 | C | Citigroup INC | 株式-金融 | 0.96% | +0.06% | +6.10% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.93% | +0.06% | -0.14% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.92% | +0.26% | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.80% | — | -0.66% | |
| 33 | VST | Vistra CORP | 株式-公益事業 | 0.79% | -0.03% | — | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.75% | -0.02% | — | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | -0.37% | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.74% | -0.01% | +10.07% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.73% | +0.04% | +6.28% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.68% | +0.02% | -9.44% | |
| 39 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 0.61% | — | +5.94% | |
| 40 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 0.60% | +0.01% | -0.69% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | -0.02% | — | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | — | -8.90% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | +0.02% | — | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | -0.01% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.36% | -0.06% | — | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.02% | +35.09% | |
| 47 | TXN | Texas Instruments INC | 株式-IT | 0.30% | +0.04% | — | |
| 48 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.27% | — | -23.96% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.24% | -0.04% | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | -0.02% | — |