CIK: 0001845943
申告総資産額
$4.6億
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.65% | — | +11.40% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.83% | — | +28.79% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 5.03% | — | -3.52% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 4.91% | — | -1.87% | |
| 5 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 2.85% | -0.40% | +29.87% | |
| 6 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 2.78% | -0.33% | +30.24% | |
| 7 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 2.59% | — | -7.53% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.58% | — | -6.75% | |
| 9 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 2.57% | — | -4.68% | |
| 10 | DWM | Wisdomtree International Equ | ETF-その他 | 2.17% | — | -7.59% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.13% | +0.52% | -5.11% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.88% | — | +28.43% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.85% | — | +29.04% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.83% | -0.12% | +21.33% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.72% | — | -2.95% | |
| 16 | IQLT | Ishares Msci International Q | ETF-その他 | 1.67% | — | -3.14% | |
| 17 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 1.63% | — | -3.53% | |
| 18 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.60% | — | -3.16% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.58% | — | -2.44% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.57% | +0.70% | -4.55% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.50% | — | -2.97% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.39% | — | +91.22% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.27% | — | +1.11% | |
| 24 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.25% | — | +1.10% | |
| 25 | IYT | Ishares US Transportation Et | ETF-その他 | 1.11% | — | -4.47% | |
| 26 | IDV | Ishares International Select | ETF-その他 | 1.11% | — | +31.12% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.08% | +0.19% | +150.43% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.99% | — | -5.09% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.98% | -0.16% | +22.97% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | — | +12.30% | |
| 31 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.96% | — | -4.32% | |
| 32 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.95% | — | -4.52% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.93% | — | -1.87% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.93% | — | -2.40% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.91% | — | +29.20% | |
| 36 | PAVE | Global X US Infrastructure | ETF-その他 | 0.90% | — | -4.68% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.90% | — | +29.10% | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.85% | — | -4.47% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.84% | — | -3.83% | |
| 40 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.83% | — | +0.94% | |
| 41 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.78% | — | -1.93% | |
| 42 | IHF | Ishares U.s. Healthcare Prov | ETF-その他 | 0.77% | — | -4.73% | |
| 43 | WCLD | Wisdomtree Cloud Computing | ETF-その他 | 0.75% | — | -5.59% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | +12.35% | |
| 45 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.53% | — | -6.70% | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.46% | — | -19.94% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | -10.93% | |
| 48 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.42% | — | +13.45% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | +0.07% | -2.77% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | -7.56% |