CIK: 0001957124
申告総資産額
$7.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 26.94% | — | +1.54% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 12.76% | — | +6.90% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 11.72% | -0.59% | +4.58% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.28% | — | +14.41% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.54% | +0.52% | -0.76% | |
| 6 | SSO | Proshares Ultra S&p500 | ETF-その他 | 3.25% | -0.23% | -16.43% | |
| 7 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 3.17% | — | +6.73% | |
| 8 | SPGM | State Street Spdr Portfolio | ETF-その他 | 2.85% | — | +3.96% | |
| 9 | CDC | Victoryshares US Eq Income E | ETF-その他 | 2.70% | — | -58.82% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.69% | — | +7.89% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.50% | — | -0.52% | |
| 12 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.98% | — | +2.51% | |
| 13 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 1.95% | — | +3.05% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.85% | +0.17% | -18.98% | |
| 15 | ✓ | 株式-その他 | 1.37% | — | — | ||
| 16 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.26% | — | +6.36% | |
| 17 | ✓ | Innovator Etfs Tr | ETF-その他 | 1.13% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 1.12% | -0.15% | +0.37% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.93% | +0.41% | +4.35% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.64% | -0.45% | +10.97% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.60% | — | +5.76% | |
| 22 | WM | Waste Management INC | 株式-資本財 | 0.47% | — | +35.60% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.47% | — | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | +2.27% | |
| 25 | ✓ | Innovator Etfs Tr | ETF-その他 | 0.43% | — | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.42% | +0.21% | +189.19% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.42% | — | +0.50% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | -8.03% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.37% | — | +2.57% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | — | +3.48% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | — | +19.69% | |
| 32 | CHE | Chemed CORP | 株式-ヘルスケア | 0.24% | — | — | |
| 33 | PGR | Progressive CORP | 株式-金融 | 0.23% | — | +0.61% | |
| 34 | IDV | Ishares International Select | ETF-その他 | 0.23% | — | +0.86% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.22% | — | -8.72% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.21% | -0.23% | +25.96% | |
| 37 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.21% | — | +2.04% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.21% | +0.12% | — | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.21% | — | — | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | — | +0.96% | |
| 41 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.20% | — | +12.89% | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | 0.20% | — | — | |
| 43 | SYK | Stryker CORP | 株式-ヘルスケア | 0.20% | -0.18% | +26.30% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | -0.35% | +52.92% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.18% | -0.19% | EXIT | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.18% | — | +3.03% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.17% | — | +0.04% | |
| 48 | INTU | Intuit INC | 株式-IT | 0.17% | -0.25% | +31.75% | |
| 49 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.16% | — | +6.84% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.16% | — | +1.20% |