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 | 10.07% | -5.09% | +0.26% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.05% | -0.17% | +2.45% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-その他 | 6.70% | -0.66% | +1.29% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 6.53% | +0.01% | +4.15% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.38% | +0.04% | +2.13% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 5.85% | +0.12% | +4.59% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.36% | -0.16% | +0.43% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.67% | +0.18% | +2.24% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 3.65% | -3.28% | +1.23% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.36% | -2.90% | +4.59% | |
| 11 | PAVE | Global X US Infrastructure | ETF-その他 | 3.28% | +0.28% | +0.66% | |
| 12 | YEAR | AB Ultra Short Income ETF | ETF-その他 | 2.99% | +0.35% | +0.39% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.51% | -0.27% | +2.07% | |
| 14 | WTV | Wisdomtree U.s. Value Fund | ETF-その他 | 2.50% | +0.10% | +3.06% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 2.46% | +0.40% | +4.11% | |
| 16 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 2.39% | +1.83% | +6.47% | |
| 17 | IVLU | Ishares Msci International V | ETF-その他 | 2.36% | +0.18% | +1.08% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.74% | -0.17% | -0.70% | |
| 19 | USMC | Principal US Mega-cap ETF | ETF-その他 | 1.70% | -0.16% | +1.34% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.57% | -0.59% | — | |
| 21 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 1.53% | -0.19% | +0.27% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.27% | — | -2.17% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.92% | -0.09% | -0.84% | |
| 24 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.90% | -0.24% | — | |
| 25 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.88% | — | +2.44% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.85% | -0.03% | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.83% | — | — | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.81% | -0.11% | -9.68% | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.75% | — | — | |
| 30 | AAPL | Apple INC | 株式-IT | 0.55% | +0.02% | -2.99% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.55% | — | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.50% | — | +62.50% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.48% | -0.05% | -5.59% | |
| 34 | SYFI | AB Shrt Duration Hgh Yld ETF | ETF-その他 | 0.47% | -0.05% | — | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.46% | — | — | |
| 36 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.42% | +0.02% | — | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | — | +16.99% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.41% | -0.03% | -25.45% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.40% | -0.12% | -1.93% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.29% | +0.01% | — | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.29% | +0.07% | — | |
| 42 | LRGC | AB US Lc Strategic Eq ETF | ETF-その他 | 0.26% | — | — | |
| 43 | PFM | Invesco Dividend Achievers E | ETF-その他 | 0.25% | — | — | |
| 44 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.24% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.24% | +0.05% | +13.51% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | -0.16% | EXIT | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | -0.06% | — | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.22% | -0.04% | +19.25% | |
| 49 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.20% | — | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | -0.03% | -9.35% |