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 | 9.77% | -0.35% | +4.10% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.12% | +0.19% | +3.36% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.82% | -0.21% | -0.34% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.25% | -0.23% | -0.50% | |
| 5 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 4.06% | -0.21% | +10.96% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.85% | -0.19% | -0.82% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.41% | -0.27% | +8.22% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.11% | -0.25% | +0.86% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.01% | -0.13% | +1.27% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.96% | +0.12% | +1.99% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 1.96% | -0.14% | +0.23% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.71% | -0.19% | -1.13% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.60% | — | +2.38% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.57% | -0.14% | -1.06% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.52% | -0.29% | +1.93% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.40% | +0.16% | +3.14% | |
| 17 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 1.34% | — | -4.10% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.28% | — | -0.37% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.25% | — | +4.31% | |
| 20 | EMR | Emerson Electric Co | 株式-資本財 | 1.25% | — | +0.01% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.18% | -0.18% | +5.09% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.16% | — | +5.54% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.11% | -0.18% | +3.72% | |
| 24 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.94% | -0.11% | -0.09% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.91% | — | +5.28% | |
| 26 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.89% | — | +2.14% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.81% | -0.08% | — | |
| 28 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 0.80% | +0.18% | +16.23% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.75% | -0.09% | +0.15% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | -0.99% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.71% | — | +4.21% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.70% | — | +4.42% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.69% | — | +1.73% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.67% | — | -1.14% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | -0.07% | +1.27% | |
| 36 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.65% | +0.10% | +10.37% | |
| 37 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.64% | — | -0.63% | |
| 38 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.64% | — | -0.52% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | +2.59% | |
| 40 | PAVE | Global X US Infrastructure | ETF-その他 | 0.62% | +0.13% | +22.15% | |
| 41 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.59% | +0.09% | +23.16% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.56% | — | +0.38% | |
| 43 | PGR | Progressive CORP | 株式-金融 | 0.54% | -0.20% | EXIT | |
| 44 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.54% | — | -4.26% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.51% | — | +0.02% | |
| 46 | VBF | Invesco Bond Fund | 株式-その他 | 0.50% | — | +23.77% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.20% | +4.58% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | — | -2.15% | |
| 49 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.42% | — | +4.07% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.41% | — | -12.79% |