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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 18.85% | -8.08% | +18.02% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 16.79% | — | +2095.06% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 12.22% | — | -39.51% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.22% | +3.14% | -2.78% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.94% | -2.55% | -38.97% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.25% | +0.11% | -9.49% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.48% | +1.76% | -21.15% | |
| 8 | VONE | Vanguard Russell 1000 | ETF-その他 | 2.19% | +0.21% | -42.31% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.08% | -0.06% | -14.63% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.06% | -0.81% | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.80% | — | -23.33% | |
| 12 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.46% | — | -15.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | +0.14% | -8.24% | |
| 14 | FNF | Fidelity National Financial | 株式-金融 | 1.32% | — | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | -18.67% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.09% | +0.08% | -13.35% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.04% | — | — | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.94% | — | -2.40% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.90% | — | -1.75% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.77% | +0.08% | — | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | — | -14.56% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.73% | — | +193.33% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 0.73% | — | +186.84% | |
| 24 | PSQUSD | Proshares Short Qqq | ETF-その他 | 0.72% | — | +46.68% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | -18.56% | |
| 26 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.69% | — | +55.53% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.68% | +0.13% | -27.80% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | -18.36% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | +0.22% | -9.32% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -22.69% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | -22.98% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.51% | +0.04% | -47.30% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.48% | -0.22% | EXIT | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | +2.13% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.41% | — | — | |
| 36 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.40% | — | -40.09% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.38% | — | +9.79% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.38% | — | — | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.32% | — | -76.47% | |
| 40 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.32% | — | +0.05% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.31% | — | -7.60% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | — | -41.99% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | — | -19.52% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.29% | — | — | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.27% | — | — | |
| 46 | TGT | Target CORP | 株式-一般消費財 | 0.25% | — | +0.03% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.24% | — | — | |
| 48 | INTC | Intel CORP | 株式-IT | 0.24% | +0.19% | NEW | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | — | -6.02% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | -38.48% |