CIK: 0001994434
申告総資産額
$1.8億
上位200銘柄を表示中（全210銘柄）
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 15.90% | -2.87% | -13.24% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 11.12% | -0.25% | -12.91% | |
| 3 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 7.78% | +7.99% | +427.34% | |
| 4 | BBLU | Ea Bridgeway Blue Chip ETF | ETF-その他 | 7.42% | +4.13% | +57.72% | |
| 5 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 6.94% | +0.63% | -2.22% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 5.98% | -5.25% | -47.31% | |
| 7 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 5.82% | -1.44% | -18.56% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.61% | -4.51% | -45.09% | |
| 9 | AAPL | Apple INC | 株式-IT | 4.13% | +1.04% | -5.50% | |
| 10 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 3.84% | -0.42% | -12.41% | |
| 11 | VFH | Vanguard Financials ETF | ETF-その他 | 3.40% | -0.90% | -22.64% | |
| 12 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 2.79% | +2.69% | +311.04% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.77% | +0.82% | +43.30% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.65% | -0.09% | -23.36% | |
| 15 | C | Citigroup INC | 株式-金融 | 1.15% | -0.29% | -22.16% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.88% | +0.06% | -3.72% | |
| 17 | AMAT | Applied Materials INC | 株式-IT | 0.69% | — | +0.17% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | +0.09% | +0.93% | |
| 19 | MO | Altria Group INC | 株式-生活必需品 | 0.61% | +0.34% | +19.32% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | +0.10% | +2.46% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | — | +1.03% | |
| 22 | FDX | Fedex CORP | 株式-資本財 | 0.41% | — | +0.46% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | +0.04% | +0.63% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 0.32% | — | +1.09% | |
| 25 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.32% | -0.29% | -43.38% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | -0.02% | -7.47% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.29% | +0.15% | +72.47% | |
| 28 | NMFC | New Mountain Finance CORP | 株式-その他 | 0.28% | — | -1.54% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.27% | +0.18% | +128.41% | |
| 30 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.27% | — | +0.95% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.26% | — | -0.30% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | -8.90% | |
| 33 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.24% | +0.03% | +0.94% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.24% | — | +0.43% | |
| 35 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 0.23% | -0.03% | -17.63% | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.22% | -0.15% | -19.71% | |
| 37 | AIZ | Assurant INC | 株式-金融 | 0.21% | — | — | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.19% | +0.05% | — | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.18% | +0.13% | +1630.72% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.18% | — | +1.39% | |
| 41 | HON | Honeywell International INC | 株式-資本財 | 0.18% | — | +0.53% | |
| 42 | GOF | Guggenheim Strategic Opport | 株式-その他 | 0.18% | +0.10% | +28.94% | |
| 43 | F | Ford Motor Co | 株式-一般消費財 | 0.18% | -0.02% | -0.45% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | -0.02% | +0.67% | |
| 45 | GNTX | Gentex CORP | 株式-一般消費財 | 0.17% | -0.02% | +0.36% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.16% | — | +0.28% | |
| 47 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.15% | — | +7.61% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.15% | — | -10.97% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.14% | — | +4.77% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.13% | +0.05% | +1.36% |