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 | 13.08% | +0.87% | +1.67% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 11.04% | -1.06% | +20.95% | |
| 3 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 8.95% | — | -0.35% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.14% | +0.21% | +0.92% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.95% | -0.24% | +0.52% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 6.83% | -0.06% | -1.12% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.15% | +0.19% | +1.38% | |
| 8 | CDC | Victoryshares US Eq Income E | ETF-その他 | 2.82% | — | -0.50% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.44% | -0.02% | -1.39% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.22% | -0.13% | -0.37% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.08% | +0.11% | +1.28% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.05% | — | +2.15% | |
| 13 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.04% | — | — | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.03% | — | +1.35% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.86% | — | +1.46% | |
| 16 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 1.60% | — | +1.52% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.56% | -0.01% | — | |
| 18 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 1.55% | +0.05% | +0.71% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.52% | — | -6.60% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.12% | -0.01% | +3.46% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.12% | -0.04% | +3.04% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.08% | -0.01% | +3.06% | |
| 23 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.02% | +0.03% | -4.81% | |
| 24 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 0.99% | — | +2.65% | |
| 25 | GNLX | Genelux CORP | 株式-その他 | 0.96% | -0.09% | -53.13% | |
| 26 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.88% | +0.02% | -0.94% | |
| 27 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.84% | — | -1.34% | |
| 28 | BOAT | Sonicshares Global Shipping | ETF-その他 | 0.71% | — | -2.38% | |
| 29 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.67% | — | -5.53% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.59% | — | -4.39% | |
| 31 | DFIS | Dimensional International Sm | ETF-その他 | 0.58% | +0.08% | -2.49% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.54% | +0.11% | — | |
| 33 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.47% | — | -2.31% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.39% | — | — | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.35% | -0.01% | — | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.33% | -0.05% | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.30% | -0.08% | -0.38% | |
| 38 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-その他 | 0.28% | — | -0.20% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.11% | — | |
| 40 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.25% | — | +1.77% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.21% | -0.02% | — | |
| 42 | PPG | Ppg Industries INC | 株式-素材 | 0.21% | — | — | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | — | +7.93% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.18% | — | — | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | — | — | |
| 46 | UDOW | Proshares Ultrapro Dow30 | ETF-その他 | 0.17% | -0.02% | — | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.14% | +0.03% | -8.41% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.14% | — | +0.46% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.14% | -0.06% | EXIT | |
| 50 | MNSB | Mainstreet Bancshares INC | 株式-その他 | 0.13% | -0.07% | EXIT |