CIK: 0001846991
申告総資産額
$6.5億
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 14.01% | +0.45% | +0.48% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 13.42% | -0.42% | +2.61% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 9.76% | — | -13.47% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.89% | +0.18% | -3.99% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 5.25% | +0.31% | +30.89% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.60% | +0.31% | +9.12% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-その他 | 4.54% | +0.20% | +2.01% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.98% | — | +943.44% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.83% | — | +5.28% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.18% | — | -38.58% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.56% | — | +879.30% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.94% | -0.12% | -7.28% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.82% | -0.14% | -3.84% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.75% | — | -3.95% | |
| 15 | ITT | Itt INC | 株式-資本財 | 1.32% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.22% | -0.37% | -6.81% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.09% | — | +14.05% | |
| 18 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 1.04% | — | +4.98% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | — | -11.46% | |
| 20 | RH | Rh | 株式-一般消費財 | 0.94% | — | — | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.83% | — | +1.55% | |
| 22 | OPER | Clearshares Ultra-short Matu | ETF-その他 | 0.79% | — | — | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.69% | — | +21.72% | |
| 24 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.69% | — | -4.13% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.68% | — | -7.02% | |
| 26 | APH | Amphenol Corp-cl A | 株式-IT | 0.56% | — | -3.72% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | -0.25% | -0.44% | |
| 28 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.49% | — | — | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.48% | — | -1.67% | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.46% | — | -16.19% | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.44% | — | — | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.44% | — | — | |
| 33 | SHOP | Shopify INC - Class A | 株式-IT | 0.43% | — | — | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.42% | — | -4.82% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.42% | -0.52% | -2.43% | |
| 36 | XYL | Xylem INC | 株式-資本財 | 0.41% | — | — | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.37% | — | +15.66% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | -7.97% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.24% | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | -0.13% | -2.94% | |
| 42 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.25% | — | — | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.25% | — | — | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | — | -6.19% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.23% | — | +9.68% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.21% | — | — | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.21% | — | — | |
| 48 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.20% | — | -17.26% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.19% | — | -31.15% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.19% | — | — |