CIK: 0001941369
申告総資産額
$3013.4万
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 11.18% | — | +0.88% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 9.07% | — | — | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 8.08% | +2.73% | NEW | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.69% | -13.41% | -52.51% | |
| 5 | XLE | Ss Energy Select Sector | ETF-その他 | 6.65% | — | +8.19% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.54% | — | — | |
| 7 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.34% | — | — | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.41% | +11.32% | — | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 2.34% | — | +0.04% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.21% | — | — | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.76% | -2.17% | -0.76% | |
| 12 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.75% | — | +29.86% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.70% | — | +101.62% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.58% | — | +35.72% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.44% | — | +98.88% | |
| 16 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 1.43% | — | +122.25% | |
| 17 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.05% | — | — | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.92% | -1.77% | -78.52% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.86% | +0.89% | NEW | |
| 20 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.78% | — | +34.47% | |
| 21 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 0.78% | — | — | |
| 22 | QCLN | First Trust Nasdaq Clean Edg | ETF-テック型 | 0.63% | — | +36.95% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | — | +0.49% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | -10.12% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | -8.31% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | +10.65% | |
| 27 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-その他 | 0.52% | — | — | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.49% | — | +100.00% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.45% | — | — | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | — | +1.55% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | — | -14.38% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | +1.37% | NEW | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.37% | — | -14.23% | |
| 34 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.35% | — | +18.10% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | +1.67% | NEW | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.34% | -0.06% | +5.08% | |
| 37 | IEV | Ishares Europe ETF | ETF-その他 | 0.32% | — | +100.00% | |
| 38 | SBIO | Alps Medical Breakthroughs | ETF-その他 | 0.32% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | +1.28% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | +3.12% | |
| 41 | PNC | Pnc Financial Services Group | 株式-金融 | 0.30% | — | +4.99% | |
| 42 | BFOR | Barron's 400 ETF | ETF-その他 | 0.29% | -0.90% | +136.64% | |
| 43 | COP | Conocophillips | 株式-エネルギー | 0.29% | — | -16.72% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.28% | — | -18.09% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | — | +17.22% | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.26% | — | +6.32% | |
| 47 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.26% | — | +0.49% | |
| 48 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.25% | — | — | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | -11.32% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.25% | — | -7.30% |