CIK: 0001780055
申告総資産額
$4.2億
| # | 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 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 10.50% | -0.37% | +4.28% | |
| 2 | ✓ | Listed Fd Tr | 株式-その他 | 5.94% | — | +9.85% | |
| 3 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 4.86% | — | -3.01% | |
| 4 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 4.46% | — | +0.80% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.04% | — | -1.07% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.64% | +0.01% | +8.33% | |
| 7 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 2.75% | — | +1.15% | |
| 8 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 2.56% | — | +24.13% | |
| 9 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.38% | -0.09% | +0.31% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.25% | -0.27% | -7.94% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.14% | -0.45% | +3.96% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.69% | — | -5.58% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.68% | -0.09% | -2.04% | |
| 14 | ✓ | Listed Fd Tr | 株式-その他 | 1.62% | — | — | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.54% | — | +8.62% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.53% | — | -0.28% | |
| 17 | WPC | Wp Carey INC | 株式-不動産 | 1.39% | — | +4.24% | |
| 18 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 1.38% | — | -0.32% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.33% | +0.04% | — | |
| 20 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.24% | +0.14% | +5.81% | |
| 21 | ✓ | Listed Fd Tr | 株式-その他 | 1.14% | — | +2.82% | |
| 22 | ✓ | Listed Fd Tr | 株式-その他 | 1.13% | — | -0.32% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | — | +8.80% | |
| 24 | ✓ | 株式-その他 | 1.09% | — | +21.46% | ||
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.09% | +0.05% | -2.77% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.04% | -0.15% | -1.40% | |
| 27 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.99% | — | +2.51% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.99% | — | -2.79% | |
| 29 | ✓ | Listed Fd Tr | 株式-その他 | 0.95% | — | +4.41% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.95% | — | -13.72% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.89% | — | +0.01% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | +0.86% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.74% | -0.11% | +0.21% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.72% | — | +1.09% | |
| 35 | ✓ | Ts Str Outcome May ETF | ETF-その他 | 0.67% | — | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | — | -1.60% | |
| 37 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.53% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -7.56% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | — | +16.84% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.50% | — | +6.54% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.48% | — | -2.81% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | +1.38% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.46% | — | +0.06% | |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.43% | — | -48.32% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | +14.41% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.40% | — | — | |
| 47 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型株 | 0.40% | — | +1.75% | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.40% | — | -5.31% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.09% | -0.38% | |
| 50 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.38% | — | +1.72% |