CIK: 0001732007
申告総資産額
$2.0億
| # | 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 | HDV | Ishares Core High Dividend E | ETF-その他 | 9.63% | — | +1.33% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-その他 | 6.77% | — | +2.54% | |
| 3 | SKYY | First Trust Cloud Computing | ETF-その他 | 5.73% | — | +9.48% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.44% | — | +2.23% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.17% | — | +6.58% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.33% | — | +0.90% | |
| 7 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 3.64% | — | +962.58% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.24% | — | +6.37% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.05% | — | +2.22% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.67% | — | -1.39% | |
| 11 | AIA | Ishares Asia 50 ETF | ETF-その他 | 2.64% | — | +4.44% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.29% | — | +9.19% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.24% | — | +11.86% | |
| 14 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.95% | — | -6.25% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | — | -2.79% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.32% | — | +9.62% | |
| 17 | CHW | Calamos Global Dynamic Incom | 株式-その他 | 1.20% | — | +0.50% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.14% | — | +1.04% | |
| 19 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.01% | — | -1.81% | |
| 20 | USA | Liberty All Star Equity Fund | 株式-その他 | 0.94% | — | +0.35% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.94% | — | -1.71% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.91% | — | +9.15% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.74% | — | +11.38% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.72% | — | -4.45% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | — | +13.41% | |
| 26 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 0.71% | — | — | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.69% | — | -2.67% | |
| 28 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.67% | — | +2.39% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.66% | — | +8.89% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | — | +0.65% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.55% | — | -0.44% | |
| 32 | XLGIX | Lazard Glbl Ttl Rtrn & INC | 株式-その他 | 0.50% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | — | +71.60% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.48% | — | -1.56% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.48% | — | +35.19% | |
| 36 | DOCU | Docusign INC | 株式-IT | 0.48% | — | +4.94% | |
| 37 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.48% | — | -1.05% | |
| 38 | ✓ | 株式-その他 | 0.48% | — | — | ||
| 39 | IDV | Ishares International Select | ETF-その他 | 0.47% | — | +9.59% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | — | -28.44% | |
| 41 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 0.45% | — | -37.08% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | — | +7.48% | |
| 43 | CLX | Clorox Company | 株式-生活必需品 | 0.44% | — | +11.29% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.43% | — | +6.45% | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.39% | — | +9.17% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | -53.92% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.38% | — | -10.39% | |
| 48 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.37% | — | — | |
| 49 | STK | Columbia Slgmn Prem Tech Gr | 株式-その他 | 0.35% | — | -2.56% | |
| 50 | SRE | Sempra | 株式-公益事業 | 0.35% | — | +2.25% |