CIK: 0001897144
申告総資産額
$2.2億
| # | 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 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 35.42% | — | — | |
| 2 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 18.17% | — | — | |
| 3 | TBX | Proshares Short 7-10 Yr Tsy | ETF-その他 | 14.73% | — | — | |
| 4 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.21% | — | — | |
| 5 | VAW | Vanguard Materials ETF | ETF-その他 | 3.15% | — | +69.34% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.09% | -1.31% | EXIT | |
| 7 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 3.09% | — | — | |
| 8 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-その他 | 1.79% | — | +27.36% | |
| 9 | JSML | Janus Hender Sm Cap Grw Alph | ETF-その他 | 1.35% | — | +70.81% | |
| 10 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.25% | — | -18.50% | |
| 11 | TPHD | Timothy Plan High Dvd Stck | ETF-その他 | 1.18% | — | -25.52% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.01% | — | -28.23% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.97% | -7.00% | EXIT | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.82% | — | -94.96% | |
| 15 | INCE | Franklin Income Equity Focus | ETF-その他 | 0.75% | — | +139.02% | |
| 16 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.74% | — | +163.16% | |
| 17 | ENPH | Enphase Energy INC | 株式-IT | 0.38% | — | +6.38% | |
| 18 | KEL | Kellanova | 株式-その他 | 0.34% | — | — | |
| 19 | CTLTEUR | Catalent INC | 株式-その他 | 0.33% | — | — | |
| 20 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.33% | — | — | |
| 21 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.33% | — | +4584.62% | |
| 22 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.30% | — | -46.89% | |
| 23 | FTNT | Fortinet INC | 株式-IT | 0.26% | — | +400.00% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.26% | — | -39.52% | |
| 25 | CLX | Clorox Company | 株式-生活必需品 | 0.24% | — | +5243.75% | |
| 26 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.24% | -6.77% | EXIT | |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.23% | — | -6.17% | |
| 28 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.22% | -4.28% | EXIT | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.20% | -3.79% | EXIT | |
| 30 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.19% | — | -99.28% | |
| 31 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 0.19% | — | -39.39% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.16% | +2.83% | NEW | |
| 33 | DWAS | Invesco Dorsey Wright Smallc | ETF-その他 | 0.15% | — | -99.51% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.13% | — | -99.64% | |
| 35 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.13% | — | -99.62% | |
| 36 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.13% | -8.92% | EXIT | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.13% | -4.43% | -99.70% | |
| 38 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.12% | — | — | |
| 39 | XLB | Ss Materials Select Sector | ETF-その他 | 0.12% | — | — | |
| 40 | ✓ | Nushares ETF Tr | ETF-その他 | 0.12% | — | — | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.11% | — | +85.26% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.10% | — | -82.28% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.09% | — | +59.66% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.09% | — | +61.22% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.09% | -5.30% | EXIT | |
| 46 | FTGC | First Trust Global Tactical | ETF-その他 | 0.09% | +1.68% | NEW | |
| 47 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.09% | +3.48% | -62.67% | |
| 48 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.08% | -1.97% | EXIT | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.08% | — | +73.17% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.07% | — | -70.61% |