CIK: 0001730889
申告総資産額
$3.3億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.04% | -1.49% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.18% | +3.14% | -22.75% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.05% | +0.11% | +1.67% | |
| 4 | SH1USD | Proshares Short S&p500 | ETF-その他 | 3.71% | — | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.21% | — | -2.57% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.12% | -0.06% | -6.30% | |
| 7 | INTC | Intel CORP | 株式-IT | 3.07% | +0.19% | NEW | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.88% | +0.13% | -0.88% | |
| 9 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 2.54% | — | -5.64% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.45% | — | -22.01% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.07% | — | -32.44% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.97% | +0.14% | -5.85% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.87% | — | -1.79% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.83% | — | +2.91% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.80% | — | -4.64% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.77% | — | -3.61% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.74% | — | -25.79% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.72% | — | — | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.59% | — | -11.55% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.21% | — | — | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.14% | — | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.10% | -0.22% | EXIT | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.06% | — | -23.50% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | -4.42% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | — | +1.32% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.02% | — | — | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.01% | +0.22% | +0.54% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.98% | — | -33.23% | |
| 29 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.95% | — | -10.18% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.94% | -0.81% | +12.11% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.93% | — | — | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.88% | +0.04% | -2.31% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.86% | — | +0.11% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.85% | — | -8.62% | |
| 35 | SHOP | Shopify INC - Class A | 株式-IT | 0.82% | — | +6.12% | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.77% | — | -4.71% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.75% | — | -9.18% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.73% | — | — | |
| 39 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.68% | — | -1.74% | |
| 40 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.67% | — | -1.73% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.65% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | — | -74.48% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.64% | — | -8.79% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.61% | — | -1.61% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | -0.26% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.60% | — | -3.19% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | +0.97% | +90.93% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | -13.02% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | -1.65% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.54% | — | -40.85% |