CIK: 0001767151
申告総資産額
$4.1億
| # | 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.06% | — | -6.32% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.86% | — | -12.25% | |
| 3 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 4.64% | — | +14.97% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.00% | +2.07% | -7.32% | |
| 5 | STC | Stewart Information Services | 株式-その他 | 2.94% | — | — | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 2.73% | — | +533.00% | |
| 7 | UMAY | Innovator U.s. Equity Ultra | ETF-その他 | 2.67% | — | — | |
| 8 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 2.57% | — | -6.91% | |
| 9 | IXG | Ishares Global Financials Et | ETF-その他 | 2.27% | -1.19% | EXIT | |
| 10 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.95% | — | -6.93% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.94% | — | -50.44% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.94% | — | -6.73% | |
| 13 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 1.71% | -0.18% | -54.93% | |
| 14 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.69% | — | -4.85% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.47% | -0.67% | -66.28% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.38% | — | -12.09% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.33% | — | — | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | -9.26% | |
| 19 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.20% | — | +67.28% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.19% | — | +3.65% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.17% | — | -23.30% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.11% | +0.33% | -3.34% | |
| 23 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.08% | -0.22% | -58.32% | |
| 24 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.99% | — | +70.23% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.97% | — | +71.79% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.94% | -0.31% | -8.26% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.87% | — | -4.35% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | -0.21% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -0.22% | +0.38% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.78% | +0.56% | +34.99% | |
| 31 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 0.77% | — | -4.16% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | +0.24% | -9.59% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.72% | — | -22.00% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.69% | -0.22% | -5.08% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.68% | +0.40% | NEW | |
| 36 | BSEP | Innovator U.s. Equity Buffer | ETF-その他 | 0.60% | -0.79% | -5.77% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.60% | — | -4.55% | |
| 38 | USTB | Victoryshares Short-term Bon | ETF-その他 | 0.58% | — | -2.52% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | — | -6.74% | |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.58% | — | — | |
| 41 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.57% | — | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.56% | — | -7.39% | |
| 43 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 0.55% | — | — | |
| 44 | FXN | First Trust Energy Alphadex | ETF-その他 | 0.54% | — | +2.58% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | -2.26% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | +2.02% | |
| 47 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.54% | — | -2.42% | |
| 48 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 0.53% | — | — | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.52% | — | -4.42% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.51% | — | -2.84% |