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 | 24.10% | — | +0.27% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.84% | -0.59% | -0.74% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 7.31% | — | -4.74% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.08% | +0.17% | +8.23% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.21% | — | +6.93% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.62% | +0.12% | +9.50% | |
| 7 | SSO | Proshares Ultra S&p500 | ETF-その他 | 3.55% | -0.23% | -3.26% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.39% | +0.52% | +3.66% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.80% | — | +16.14% | |
| 10 | SPGM | State Street Spdr Portfolio | ETF-その他 | 1.94% | — | -14.87% | |
| 11 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.77% | — | -6.47% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.73% | — | +13.13% | |
| 13 | ✓ | Innovator Etfs Trust | ETF-その他 | 1.60% | — | +211.53% | |
| 14 | ✓ | Innovator Etfs Tr | ETF-その他 | 1.59% | — | +54.65% | |
| 15 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.55% | — | +12.12% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.42% | — | -9.71% | |
| 17 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 1.33% | — | +4.75% | |
| 18 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 1.31% | — | -2.18% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.24% | -0.45% | +16.35% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.08% | -0.15% | +8.47% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.96% | -0.28% | +1099.96% | |
| 22 | ✓ | 株式-その他 | 0.96% | — | +5.73% | ||
| 23 | ✓ | Innovator Etfs Tr | ETF-その他 | 0.96% | — | +0.54% | |
| 24 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.94% | — | -4.29% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.94% | -0.17% | +113.46% | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.85% | — | +14.35% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.35% | +29.93% | |
| 28 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.74% | +0.34% | +13.29% | |
| 29 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.69% | — | -10.92% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | — | +12.61% | |
| 31 | INTU | Intuit INC | 株式-IT | 0.53% | -0.25% | +19.97% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.53% | — | +18.40% | |
| 33 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.49% | -0.47% | EXIT | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | -0.23% | +18.05% | |
| 35 | SYK | Stryker CORP | 株式-ヘルスケア | 0.47% | -0.18% | +18.55% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.44% | -0.19% | EXIT | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | +12.69% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.42% | -0.28% | EXIT | |
| 39 | FISV | Fiserv INC | 株式-その他 | 0.39% | — | +28.98% | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.38% | — | +0.13% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.33% | -0.17% | +13.11% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | — | +4.30% | |
| 43 | SDSI | Amer Cent Sh Dur Strat INC | ETF-その他 | 0.31% | — | -2.44% | |
| 44 | GWW | Ww Grainger INC | 株式-資本財 | 0.30% | — | -0.47% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.28% | — | +21.81% | |
| 46 | ETN | Eaton Corporation plc | 株式-資本財 | 0.28% | — | +16.88% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.26% | — | +88.56% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | — | +21.13% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | +21.91% | |
| 50 | MAGS | Roundhill Magnificent Seven | ETF-その他 | 0.23% | — | +12.43% |