CIK: 0001766156
申告総資産額
$11.2億
| # | 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 13.78% | -0.57% | -1.27% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 7.46% | -0.20% | +0.75% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.08% | -0.08% | -1.73% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.54% | -0.33% | +23.21% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.48% | -0.03% | +5.23% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.14% | -0.01% | +7.68% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.09% | — | -3.10% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.55% | -0.01% | -0.39% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.97% | -0.05% | -0.33% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.77% | -0.15% | +0.79% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.75% | -0.06% | +3.74% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.45% | -0.01% | -0.89% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.30% | -0.04% | +1.85% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.16% | -0.02% | +9.28% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.07% | -0.14% | +1.49% | |
| 16 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.06% | — | -0.35% | |
| 17 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 1.99% | — | -3.18% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.86% | -0.10% | +8.38% | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 1.73% | -0.12% | +2.22% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.68% | — | -3.49% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.63% | +0.04% | +1.51% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.44% | -0.01% | +5.70% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.33% | -0.02% | +2.30% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.15% | -0.02% | -0.24% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.14% | — | +0.06% | |
| 26 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.09% | +0.03% | -4.60% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.00% | — | +2.46% | |
| 28 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 1.00% | — | -4.82% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.97% | — | +2.13% | |
| 30 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.88% | — | -0.67% | |
| 31 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.81% | -0.05% | +0.79% | |
| 32 | IXG | Ishares Global Financials Et | ETF-その他 | 0.74% | -0.04% | +0.67% | |
| 33 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.71% | — | -1.32% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.64% | — | -4.81% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.61% | -0.06% | +3.08% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.52% | — | +0.58% | |
| 37 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.51% | — | +0.53% | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.41% | +0.08% | -8.00% | |
| 39 | D | Dominion Energy INC | 株式-公益事業 | 0.37% | +0.03% | +6.04% | |
| 40 | PRAA | Pra Group INC | 株式-その他 | 0.30% | — | — | |
| 41 | VDE | Vanguard Energy ETF | ETF-その他 | 0.29% | +0.03% | -8.78% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | -0.03% | +0.90% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.25% | — | -1.51% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.24% | -0.55% | +15.69% | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.22% | — | — | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.20% | -0.10% | +37.80% | |
| 47 | TFC | Truist Financial CORP | 株式-金融 | 0.16% | — | +5.19% | |
| 48 | NEU | Newmarket CORP | 株式-素材 | 0.16% | -0.02% | — | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.14% | — | +54.10% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.12% | — | — |