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 | 9.26% | -0.37% | -3.67% | |
| 2 | ✓ | Listed Fd Tr | 株式-その他 | 7.84% | — | +4.67% | |
| 3 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 3.93% | — | -2.93% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.91% | +0.01% | +3.85% | |
| 5 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 3.91% | — | +0.72% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.90% | — | +0.57% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.72% | -0.27% | +5.99% | |
| 8 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 2.45% | — | -0.94% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.12% | -0.45% | +2.22% | |
| 10 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.10% | -0.09% | +1.41% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.61% | -0.09% | -0.10% | |
| 12 | WPC | Wp Carey INC | 株式-不動産 | 1.59% | — | -3.93% | |
| 13 | ✓ | Listed Fd Tr | 株式-その他 | 1.53% | — | — | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.52% | — | -0.60% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.42% | — | -4.05% | |
| 16 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.41% | +0.14% | +4.48% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.36% | — | +1.24% | |
| 18 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 1.32% | — | +2.06% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.30% | +0.04% | -1.43% | |
| 20 | ✓ | 株式-その他 | 1.21% | — | +1.08% | ||
| 21 | ✓ | Listed Fd Tr | 株式-その他 | 1.17% | — | +4.37% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.08% | +0.05% | -2.80% | |
| 23 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.07% | — | +17.16% | |
| 24 | ✓ | Listed Fd Tr | 株式-その他 | 1.03% | — | +3.00% | |
| 25 | ✓ | Listed Fd Tr | 株式-その他 | 0.98% | — | -2.06% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.96% | — | -1.85% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.93% | — | +0.96% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.90% | -0.15% | -6.46% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.89% | -0.07% | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.89% | — | -0.84% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | — | +1767.59% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.74% | — | +5.11% | |
| 33 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 0.69% | — | -70.80% | |
| 34 | ✓ | Ts Str Outcome May ETF | ETF-その他 | 0.65% | — | +5.54% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.62% | — | +7.41% | |
| 36 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.58% | — | -0.36% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | +1.83% | |
| 38 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.51% | — | +152.34% | |
| 39 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 0.51% | — | — | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.51% | -0.11% | +3.63% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | +7.96% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | +0.08% | -0.15% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.47% | — | — | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.45% | — | +2.44% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.43% | — | +159.52% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | +11.32% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | -0.09% | +11.54% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.41% | — | — | |
| 49 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.40% | — | +37.37% | |
| 50 | ✓ | Listed Fd Tr | 株式-その他 | 0.40% | — | -1.23% |