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 | 10.59% | -0.37% | +2.97% | |
| 2 | ✓ | Listed Fd Tr | 株式-その他 | 6.21% | — | +13.03% | |
| 3 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 4.13% | — | -5.28% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.98% | — | -0.61% | |
| 5 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 3.97% | — | -1.18% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.88% | +0.01% | +10.72% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.85% | -0.27% | +13.60% | |
| 8 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 2.64% | — | +7.69% | |
| 9 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 2.56% | — | +2.11% | |
| 10 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.42% | -0.09% | +0.01% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.28% | -0.45% | +0.82% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.64% | -0.09% | -0.35% | |
| 13 | ✓ | Listed Fd Tr | 株式-その他 | 1.55% | — | — | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.55% | — | -6.19% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.51% | — | +7.00% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.49% | — | -1.23% | |
| 17 | WPC | Wp Carey INC | 株式-不動産 | 1.41% | — | +1.84% | |
| 18 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.33% | +0.14% | +15.42% | |
| 19 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 1.30% | — | -3.35% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.28% | +0.04% | -0.30% | |
| 21 | ✓ | Listed Fd Tr | 株式-その他 | 1.08% | — | — | |
| 22 | ✓ | Listed Fd Tr | 株式-その他 | 1.06% | — | -0.07% | |
| 23 | ✓ | 株式-その他 | 1.04% | — | -0.43% | ||
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.03% | -0.15% | +0.51% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.00% | — | +3.56% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.97% | +0.05% | -3.66% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | — | -2.27% | |
| 28 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.95% | — | +6.99% | |
| 29 | ✓ | Listed Fd Tr | 株式-その他 | 0.91% | — | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.85% | — | +0.01% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | -2.10% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.74% | — | -10.99% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | — | — | |
| 34 | ✓ | Ts Str Outcome May ETF | ETF-その他 | 0.63% | — | +0.04% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.62% | -0.11% | +3.72% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +0.30% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | — | +17.13% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.51% | — | +0.65% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | -3.75% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | -1.01% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | +0.57% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.47% | — | — | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.45% | — | -0.38% | |
| 44 | ✓ | Listed Fd Tr | 株式-その他 | 0.40% | — | +31.58% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.40% | — | +7.60% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.40% | — | — | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.38% | +0.24% | +33.98% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.09% | +2.64% | |
| 49 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型株 | 0.38% | — | +7.79% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.37% | — | +1.31% |