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 | 8.89% | — | +1.68% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.68% | — | +38.57% | |
| 3 | VNLA | Janus Henderson Short Durati | ETF-その他 | 6.13% | — | -5.29% | |
| 4 | SKYY | First Trust Cloud Computing | ETF-その他 | 5.75% | — | +0.60% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.64% | — | +6.58% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.09% | — | +0.82% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.40% | — | +1.71% | |
| 8 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 3.33% | — | +1.71% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.97% | — | -0.13% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.30% | — | +4.35% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.26% | — | -0.93% | |
| 12 | AIA | Ishares Asia 50 ETF | ETF-その他 | 2.02% | — | -0.93% | |
| 13 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.98% | — | +2.98% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.50% | — | -2.14% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.44% | — | +0.85% | |
| 16 | USA | Liberty All Star Equity Fund | 株式-その他 | 1.13% | — | +5.39% | |
| 17 | CHW | Calamos Global Dynamic Incom | 株式-その他 | 1.10% | — | +3.30% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.07% | — | +53.69% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.94% | — | -3.98% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | -0.07% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | -0.36% | |
| 22 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.82% | — | +2.97% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | — | +77.37% | |
| 24 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.76% | — | +5.73% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | — | -1.44% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.73% | — | +9.62% | |
| 27 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 0.67% | — | — | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.64% | — | +1.18% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | — | +9.71% | |
| 30 | DOCU | Docusign INC | 株式-IT | 0.55% | — | +5.31% | |
| 31 | XLGIX | Lazard Glbl Ttl Rtrn & INC | 株式-その他 | 0.54% | — | +8.13% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.53% | — | -7.43% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | — | +17.45% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | — | +0.77% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -0.41% | |
| 36 | ASML | ASML Holding N.V. | 株式-IT | 0.47% | — | +55.12% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.45% | — | +50.81% | |
| 38 | IDV | Ishares International Select | ETF-その他 | 0.43% | — | +1.53% | |
| 39 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.42% | — | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.41% | — | +63.40% | |
| 41 | BND | Vanguard Total Bond Market | ETF-その他 | 0.40% | — | +33.23% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.40% | — | -0.23% | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.39% | — | +1.19% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | +1.74% | |
| 45 | AI | C3.ai Inc-a | 株式-IT | 0.37% | — | +109.95% | |
| 46 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.36% | — | +4.09% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.36% | — | -2.60% | |
| 48 | STK | Columbia Slgmn Prem Tech Gr | 株式-その他 | 0.34% | — | +2.60% | |
| 49 | CLX | Clorox Company | 株式-生活必需品 | 0.34% | — | +11.96% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.33% | — | -1.50% |