CIK: 0001834802
申告総資産額
$4.5億
| # | 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 | 6.42% | -0.70% | -2.96% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.06% | — | +6.67% | |
| 3 | ✓ | Invesco Qqq Trust | 株式-その他 | 3.33% | — | -12.36% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.77% | — | +23.26% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.40% | -0.42% | -12.61% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.32% | — | — | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.21% | +0.94% | +38.73% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.20% | — | -37.94% | |
| 9 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.91% | — | +45.27% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.84% | -2.14% | -16.41% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.76% | — | +50.77% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.76% | -0.42% | +1.09% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.75% | — | -53.17% | |
| 14 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.72% | — | -6.16% | |
| 15 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.55% | — | +35.36% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.52% | — | +0.54% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | +0.01% | +50.47% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.49% | — | +30.60% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.48% | — | -12.77% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.37% | — | -31.39% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.30% | — | +14.69% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.25% | — | -43.95% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.23% | — | -0.42% | |
| 24 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.18% | — | -6.09% | |
| 25 | FDX | Fedex CORP | 株式-資本財 | 1.17% | — | -19.35% | |
| 26 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.17% | — | +344.50% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.12% | — | -2.16% | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 1.09% | +1.24% | +22.98% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.07% | +2.15% | NEW | |
| 30 | VLO | Valero Energy CORP | 株式-エネルギー | 1.06% | — | +77.02% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 1.02% | — | — | |
| 32 | HUM | Humana INC | 株式-ヘルスケア | 0.96% | — | +44.02% | |
| 33 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.95% | — | +30.77% | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.94% | — | +43.15% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.94% | — | +26.59% | |
| 36 | LII | Lennox International INC | 株式-資本財 | 0.93% | — | +301.51% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.92% | +0.31% | +6.63% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.89% | — | -13.22% | |
| 39 | BLKCHF | Blackrock INC | 株式-その他 | 0.88% | — | -33.88% | |
| 40 | IQLT | Ishares Msci International Q | ETF-その他 | 0.82% | — | +5.09% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.81% | — | +45.38% | |
| 42 | FLIR | Flir Systems INC | 株式-その他 | 0.76% | — | — | |
| 43 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.76% | — | +46.40% | |
| 44 | QVMT | Invesco S&p 500 Concentrated | ETF-大型株・グロース | 0.75% | — | -33.87% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.73% | — | — | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.72% | — | +5.97% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.72% | -0.50% | +52.80% | |
| 48 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.72% | — | -19.48% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.71% | — | -9.30% | |
| 50 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.70% | — | +0.17% |