CIK: 0001730959
申告総資産額
$3.5億
| # | 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 | WAB | Wabtec CORP | 株式-資本財 | 43.14% | -1.00% | — | |
| 2 | AME | Ametek INC | 株式-資本財 | 16.47% | +0.36% | -0.32% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 4.48% | — | +10.04% | |
| 4 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 3.82% | -0.13% | -1.13% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.00% | +0.27% | +3719.93% | |
| 6 | CAPE | Doubleline Shiller Cape US | ETF-その他 | 2.93% | -0.29% | -1.42% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 2.22% | — | +0.67% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.14% | +0.08% | -3.50% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.71% | -0.04% | -0.20% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.48% | +0.11% | — | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.06% | +0.05% | -7.61% | |
| 12 | WTV | Wisdomtree U.s. Value Fund | ETF-その他 | 0.94% | -0.01% | — | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.85% | -0.04% | -3.15% | |
| 14 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.82% | +0.21% | -0.36% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.81% | +0.03% | +0.01% | |
| 16 | PNQI | Invesco Nasdaq Internet ETF | ETF-テック型 | 0.80% | -0.09% | -1.31% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | +0.07% | +8.31% | |
| 18 | KOP | Koppers Holdings INC | 株式-その他 | 0.79% | +0.11% | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.73% | — | — | |
| 20 | DJUN | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.61% | +0.26% | +2.27% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | -0.01% | +0.52% | |
| 22 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.50% | — | +1.52% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.49% | -0.07% | -2.08% | |
| 24 | ABFL | Abacus Fcf Leaders ETF | ETF-その他 | 0.42% | +0.04% | -20.54% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | +0.24% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.37% | -0.08% | -0.06% | |
| 27 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.34% | — | +12.93% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.33% | — | +0.52% | |
| 29 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.33% | +0.01% | -3.74% | |
| 30 | GE | General Electric | 株式-資本財 | 0.30% | +0.06% | +0.04% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.30% | — | -2.13% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.29% | +0.01% | -14.72% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.27% | +0.03% | +14.91% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.26% | +0.01% | +6.28% | |
| 35 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.24% | — | -0.78% | |
| 36 | DMAY | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.23% | +0.12% | -0.25% | |
| 37 | PNC | Pnc Financial Services Group | 株式-金融 | 0.22% | +0.01% | +0.64% | |
| 38 | GJUN | Ft Vest US Equity Moderate B | ETF-その他 | 0.20% | — | — | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.19% | — | — | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.18% | — | +0.22% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.18% | — | -0.30% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.18% | +0.05% | — | |
| 43 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.17% | +0.03% | +28.64% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.17% | — | +0.23% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.16% | +0.01% | -3.87% | |
| 46 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.15% | +0.16% | — | |
| 47 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.15% | — | +0.24% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.14% | -0.04% | +0.17% | |
| 49 | GEV | GE Vernova INC | 株式-資本財 | 0.14% | +0.04% | — | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.14% | — | — |