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 | 4.18% | — | — | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.77% | — | -44.39% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.45% | — | — | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.39% | — | — | |
| 5 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 2.09% | -0.40% | — | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.06% | +0.52% | — | |
| 7 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 1.88% | -0.33% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.73% | -0.77% | +60.23% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 1.67% | -0.81% | — | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.63% | +0.70% | — | |
| 11 | AAPL | Apple INC | 株式-IT | 1.63% | -0.12% | +0.98% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.22% | -0.16% | +18.41% | |
| 13 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 1.17% | — | — | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.15% | — | +27.43% | |
| 15 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 1.14% | — | — | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | — | -0.13% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.12% | — | — | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.08% | +0.07% | +47.03% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.07% | +0.37% | — | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.00% | — | +66.34% | |
| 21 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.99% | — | +45.10% | |
| 22 | NTAP | Netapp INC | 株式-IT | 0.98% | — | +58.16% | |
| 23 | DWM | Wisdomtree International Equ | ETF-その他 | 0.98% | — | — | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.95% | -0.14% | — | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.94% | -0.21% | +1210.39% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.93% | — | +50.14% | |
| 27 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.93% | — | +69.57% | |
| 28 | IGLD | Ft Vest Gold Strategy Target | ETF-コモディティ | 0.93% | — | — | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 0.93% | — | +57.21% | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.93% | — | +42.62% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.91% | +0.19% | -95.27% | |
| 32 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.90% | — | +54.38% | |
| 33 | FOXA | Fox CORP - Class A | 株式-通信サービス | 0.90% | — | +49.31% | |
| 34 | IDV | Ishares International Select | ETF-その他 | 0.89% | — | — | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.88% | — | +59.29% | |
| 36 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.88% | — | — | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.86% | — | — | |
| 38 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.85% | — | +52.46% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.85% | +0.35% | +137.89% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.84% | — | — | |
| 41 | TROW | T Rowe Price Group INC | 株式-金融 | 0.83% | — | +57.64% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.83% | — | +158.22% | |
| 43 | EOG | Eog Resources INC | 株式-エネルギー | 0.83% | +0.21% | +50.17% | |
| 44 | IQLT | Ishares Msci International Q | ETF-その他 | 0.82% | — | — | |
| 45 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.82% | — | +58.52% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.82% | +0.86% | — | |
| 47 | VICI | Vici Properties INC | 株式-不動産 | 0.82% | — | — | |
| 48 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.82% | — | — | |
| 49 | VLO | Valero Energy CORP | 株式-エネルギー | 0.81% | — | +45.18% | |
| 50 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.80% | — | -19.90% |