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 | 11.15% | +0.45% | +7.73% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.96% | -0.42% | +5.85% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.38% | — | +11.56% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.35% | +0.18% | +13.34% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.06% | +0.31% | +9.23% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 3.94% | +0.31% | +21.06% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.47% | -0.14% | +7.78% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.42% | +0.20% | +9.92% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.16% | — | +14.63% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.05% | — | +23.99% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.95% | — | -3.36% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.70% | — | -4.31% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.67% | -0.37% | -6.71% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.50% | — | +33.66% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.37% | — | +7.09% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.13% | -0.12% | -2.05% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.02% | — | -4.68% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.95% | — | +0.71% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.86% | — | -1.95% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | — | -2.26% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | +20.83% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.70% | — | +651.82% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.70% | — | -0.32% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.67% | — | -9.25% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | +3.61% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | -2.89% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.63% | +0.13% | -11.66% | |
| 28 | ITT | Itt INC | 株式-資本財 | 0.63% | — | — | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.63% | — | +0.94% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | — | +3.27% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.62% | — | -1.17% | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.60% | — | -0.97% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.58% | — | +141.93% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | — | -3.68% | |
| 35 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.55% | — | — | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.42% | — | -73.01% | |
| 37 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.41% | — | — | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.41% | — | — | |
| 39 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.40% | — | +15.77% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.40% | — | +4.17% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.39% | — | — | |
| 42 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.39% | — | +3.31% | |
| 43 | IGA | Voya Global Advan & Prem Opp | 株式-その他 | 0.38% | — | +4.47% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.52% | -2.61% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.38% | — | -4.24% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | -0.25% | +1908.27% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.37% | — | +11.78% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | +20.63% | |
| 49 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.34% | — | +0.11% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | — | -5.79% |