CIK: 0001799797
申告総資産額
$3.3億
| # | 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 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 12.96% | +0.87% | +160.18% | |
| 2 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 9.39% | — | -1.72% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.89% | +0.21% | -1.70% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.52% | -1.06% | -0.15% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 8.11% | -0.24% | -1.39% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 7.48% | -0.06% | -0.19% | |
| 7 | CDC | Victoryshares US Eq Income E | ETF-その他 | 3.72% | — | +0.91% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.35% | +0.19% | -1.81% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.85% | -0.02% | +0.11% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.35% | -0.13% | -2.64% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.13% | — | -0.89% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.11% | +0.11% | -1.09% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.06% | — | -0.89% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.90% | — | -0.11% | |
| 15 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 1.72% | — | -2.25% | |
| 16 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 1.70% | +0.05% | -1.50% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.67% | — | -1.96% | |
| 18 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.28% | +0.02% | +0.15% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.22% | -0.04% | -28.13% | |
| 20 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.19% | +0.03% | -0.75% | |
| 21 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 1.09% | — | — | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.06% | -0.01% | -2.25% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.06% | -0.01% | -2.16% | |
| 24 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 1.01% | — | -0.28% | |
| 25 | BOAT | Sonicshares Global Shipping | ETF-その他 | 0.94% | — | +0.73% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | -0.01% | — | |
| 27 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.74% | — | -0.57% | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.69% | — | +1.28% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.61% | — | +2.03% | |
| 30 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.60% | — | +2.00% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.56% | — | +3.21% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.42% | — | +0.33% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.39% | -0.01% | -0.37% | |
| 34 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-その他 | 0.38% | — | -2.36% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.11% | +0.33% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.28% | -0.08% | +12.41% | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.24% | — | -1.80% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | -0.05% | — | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | — | +0.68% | |
| 40 | PPG | Ppg Industries INC | 株式-素材 | 0.21% | — | +0.58% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.21% | -0.02% | — | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | +0.03% | +6.21% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.18% | — | — | |
| 44 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.17% | — | -1.24% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.17% | — | — | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.16% | — | +0.35% | |
| 47 | MNSB | Mainstreet Bancshares INC | 株式-その他 | 0.15% | -0.07% | EXIT | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.14% | — | +9.72% | |
| 49 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.14% | — | — | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.14% | — | +8.41% |