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 | 30.01% | -8.08% | -24.06% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 8.62% | — | — | |
| 3 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 5.92% | +1.76% | -11.72% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 5.86% | +0.08% | +10.92% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.53% | -0.81% | -6.15% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.27% | +3.14% | +0.00% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.06% | +0.11% | +0.81% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.77% | +0.13% | +435.10% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.37% | — | -22.73% | |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.76% | -0.93% | — | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | -0.06% | +8.86% | |
| 12 | SH | Proshares Short S&p500 | ETF-その他 | 1.60% | -0.36% | -9.80% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | +0.15% | +147.70% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.33% | — | +31.00% | |
| 15 | FNF | Fidelity National Financial | 株式-金融 | 1.31% | — | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.28% | — | +0.56% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.07% | — | -43.45% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | +0.14% | +2.68% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.02% | -2.55% | -78.29% | |
| 20 | PSQ | Proshares Short Qqq | ETF-その他 | 1.00% | -0.33% | +211.88% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.00% | — | -0.19% | |
| 22 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.99% | +0.21% | -25.77% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.97% | — | +997.77% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | — | +0.01% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.82% | — | -4.39% | |
| 26 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.80% | -2.61% | — | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | +0.08% | -17.96% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | — | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | — | -0.15% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +5.44% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | +20.09% | |
| 32 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.43% | — | +44.25% | |
| 33 | HACK | Amplify Cybersecurity ETF | ETF-その他 | 0.43% | +0.18% | -13.56% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.43% | +0.04% | +0.78% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | — | +8.88% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | — | +10.27% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | — | -0.98% | |
| 38 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.33% | — | -2.78% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.27% | — | +18.64% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.27% | -0.22% | EXIT | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.26% | — | +107.43% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.26% | — | -12.27% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | +0.22% | +2.18% | |
| 44 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.25% | — | -2.10% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.25% | — | +0.01% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | — | +0.11% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.22% | — | +41.70% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | -2.75% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.20% | — | — | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.19% | — | — |