CIK: 0001767313
申告総資産額
$4.3億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.56% | -0.35% | +3.37% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.92% | -0.21% | -0.48% | |
| 3 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 4.55% | — | +2.77% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.29% | +0.19% | -4.01% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.84% | -0.19% | -2.48% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.67% | -0.25% | +1.66% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.51% | -0.23% | -1.02% | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.94% | -0.11% | -8.31% | |
| 9 | ARKK | Ark Innovation ETF | ETF-その他 | 2.86% | — | +8.23% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.76% | -0.27% | +2.30% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.18% | -0.14% | +7.57% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.97% | — | +2.34% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.78% | -0.14% | +273.62% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.77% | — | +6.79% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.77% | — | +69.58% | |
| 16 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.68% | — | +0.07% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.57% | -0.19% | +1.34% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.57% | — | +3.62% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.42% | +0.12% | +0.60% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.39% | — | +2.87% | |
| 21 | EMR | Emerson Electric Co | 株式-資本財 | 1.36% | — | -0.01% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.28% | -0.18% | -25.74% | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 1.14% | — | -0.66% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.02% | — | -0.43% | |
| 25 | FTCS | First Trust Capital Strength | ETF-その他 | 0.98% | — | -1.64% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.94% | +0.16% | +15.18% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.07% | -0.48% | |
| 28 | ✓ | Ishares US ETF Tr | ETF-その他 | 0.92% | — | +19.85% | |
| 29 | ✓ | 株式-その他 | 0.90% | — | +3.24% | ||
| 30 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.86% | — | -1.65% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.86% | -0.29% | +0.22% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.78% | — | +55.53% | |
| 33 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.72% | -0.34% | -3.42% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.71% | — | -1.81% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.63% | — | -1.44% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | -0.09% | +0.55% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | +0.80% | |
| 38 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.58% | — | -0.41% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.57% | — | — | |
| 40 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.57% | — | +2.55% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | +0.48% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.56% | — | +2.29% | |
| 43 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.55% | — | +7.68% | |
| 44 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.53% | — | +109.67% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.50% | — | +8.28% | |
| 46 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.49% | — | -1.13% | |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.49% | — | +4.88% | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.48% | — | +0.10% | |
| 49 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.47% | — | — | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | +0.04% |