CIK: 0001800687
申告総資産額
$7.6億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.80% | -0.10% | +56.31% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.72% | -0.53% | +14.96% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 4.40% | -1.64% | +4.47% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.14% | -0.11% | +56.55% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.42% | — | +75.73% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.20% | +0.12% | +86.75% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.99% | +0.22% | +30.69% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.81% | -0.34% | +98.50% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.73% | -0.43% | +35.57% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.73% | -0.63% | +8.11% | |
| 11 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 2.39% | +0.50% | — | |
| 12 | AAPL | Apple INC | 株式-IT | 2.23% | -0.16% | +13.08% | |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.22% | — | +36.14% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.67% | +0.05% | +4.57% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.63% | — | +19.60% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.63% | — | -2.46% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.57% | +0.15% | -15.08% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.47% | — | +206.70% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.46% | +0.53% | -22.11% | |
| 20 | MO | Altria Group INC | 株式-生活必需品 | 1.24% | +0.09% | +75.22% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.23% | +0.14% | +115.86% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | -10.64% | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.21% | — | +14.47% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | -0.15% | -5.99% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.01% | +0.17% | +61.25% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.93% | — | -0.55% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.92% | — | +202.93% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.86% | — | -29.56% | |
| 29 | ED | Consolidated Edison INC | 株式-公益事業 | 0.85% | — | +21.42% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.85% | — | +7.92% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.78% | -0.55% | +38.54% | |
| 32 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.77% | — | +158.19% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | -0.56% | -22.09% | |
| 34 | SLF | Sun Life Financial INC | 株式-金融 | 0.72% | — | +120.36% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.70% | — | -42.52% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | -0.13% | +0.01% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.66% | — | -36.24% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -17.75% | |
| 39 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.61% | — | +1.17% | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.59% | — | -8.20% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | +1.91% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.58% | -0.31% | -8.33% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | +0.21% | -3.76% | |
| 44 | O | Realty Income CORP | 株式-不動産 | 0.52% | — | +19.28% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | +16.27% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | +0.27% | -1.57% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | +39.11% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.50% | — | -6.06% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.47% | — | -47.68% | |
| 50 | EXR | Extra Space Storage INC | 株式-不動産 | 0.45% | — | +4.50% |