CIK: 0002052904
申告総資産額
$1.4億
| # | 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 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 11.04% | -5.09% | +0.10% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.33% | -0.17% | +0.45% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 7.40% | +0.04% | +1.56% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 7.30% | +0.01% | +1.15% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 7.22% | +0.12% | +5.59% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-その他 | 7.12% | -0.66% | -1.21% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 6.71% | -0.16% | -2.60% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.86% | +0.18% | -0.39% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.57% | -3.28% | +6.13% | |
| 10 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 3.98% | -0.19% | -3.27% | |
| 11 | YEAR | AB Ultra Short Income ETF | ETF-その他 | 3.74% | +0.35% | +2.77% | |
| 12 | WTV | Wisdomtree U.s. Value Fund | ETF-その他 | 2.72% | +0.10% | -0.12% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.49% | -0.17% | +1.24% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.35% | -0.27% | +0.48% | |
| 15 | USMC | Principal US Mega-cap ETF | ETF-その他 | 1.94% | -0.16% | -1.24% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.64% | -0.59% | -52.79% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.22% | -0.12% | +2.87% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.16% | -0.03% | — | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.15% | — | — | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.15% | -0.11% | -71.52% | |
| 21 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.07% | — | — | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.93% | -0.09% | -71.16% | |
| 23 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.85% | — | +24.85% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.76% | +0.02% | -0.46% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.73% | — | — | |
| 26 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.68% | -0.05% | — | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.59% | — | +0.08% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.59% | +0.02% | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | — | +7.65% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | -5.19% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.44% | -0.03% | — | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.40% | +0.01% | — | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.40% | +0.07% | — | |
| 34 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 0.38% | -0.03% | -2.04% | |
| 35 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.37% | — | — | |
| 36 | PFM | Invesco Dividend Achievers E | ETF-その他 | 0.33% | — | — | |
| 37 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.25% | — | — | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | -0.16% | EXIT | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.24% | +0.05% | +1.62% | |
| 40 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.24% | — | +3.47% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.23% | -0.03% | — | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.23% | — | — |