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 | TSPA | T Rowe Price US Eqy Research | ETF-その他 | 15.97% | -0.55% | +112.60% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 13.04% | +0.87% | +12.45% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 11.32% | -1.06% | +2.42% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 7.91% | +0.21% | +8.99% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.52% | -0.24% | +1.38% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.92% | +0.19% | +6.23% | |
| 7 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 2.15% | -0.02% | — | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.14% | -0.06% | -62.20% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.05% | -0.13% | +6.25% | |
| 10 | WINN | Harbor Long-term Growers ETF | ETF-その他 | 1.92% | -0.09% | -24.79% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.89% | +0.11% | +8.40% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.86% | — | +7.58% | |
| 13 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 1.78% | +0.14% | +10.33% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.77% | — | +9.61% | |
| 15 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 1.74% | — | +9.69% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.54% | -0.02% | -25.20% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.46% | -0.01% | -0.24% | |
| 18 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 1.43% | +0.05% | +6.83% | |
| 19 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 1.37% | — | +8.68% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.26% | — | -7.98% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.04% | -0.01% | -0.08% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.00% | -0.01% | +0.44% | |
| 23 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 0.85% | — | +1.36% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.81% | -0.04% | -16.46% | |
| 25 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.78% | +0.03% | -5.22% | |
| 26 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.67% | -0.09% | -2.70% | |
| 27 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.60% | — | -0.77% | |
| 28 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.58% | — | -24.23% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.51% | — | -5.84% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.50% | +0.11% | -2.36% | |
| 31 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.49% | +0.02% | -30.37% | |
| 32 | DFIS | Dimensional International Sm | ETF-その他 | 0.49% | +0.08% | -4.67% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.47% | +0.20% | -24.44% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.45% | -0.01% | +46.25% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | -0.05% | +2.54% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.39% | -0.08% | +22.20% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.33% | — | -1.07% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.32% | — | -24.84% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.11% | +4.37% | |
| 40 | VPC | Virtus Private Credit Strate | ETF-その他 | 0.27% | -0.02% | +0.61% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.26% | -0.02% | +23.06% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.25% | -0.01% | — | |
| 43 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.24% | — | +1.07% | |
| 44 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.19% | — | — | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | -0.06% | EXIT | |
| 46 | WTAI | Wisdomtree Ai And Innovation | ETF-その他 | 0.18% | — | -22.46% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.17% | — | — | |
| 48 | UDOW | Proshares Ultrapro Dow30 | ETF-その他 | 0.17% | -0.02% | — | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.16% | — | — | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.16% | — | — |