CIK: 0002010657
申告総資産額
$3.9億
| # | 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 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 9.87% | +0.14% | -0.50% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 8.95% | +0.39% | -2.20% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 6.30% | -0.23% | — | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.91% | -0.06% | +1.61% | |
| 5 | VFH | Vanguard Financials ETF | ETF-その他 | 4.67% | -0.05% | +0.77% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.67% | -0.20% | -3.87% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.52% | -0.05% | +0.07% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.22% | -2.51% | -8.46% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.83% | — | +3.14% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.74% | +0.09% | +0.22% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 3.33% | +0.11% | -0.04% | |
| 12 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 2.98% | -0.14% | +2.27% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.43% | — | +0.23% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.39% | +0.03% | +0.09% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.34% | — | -0.11% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 2.17% | — | -0.39% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 2.10% | — | -0.94% | |
| 18 | NEE | Nextera Energy INC | 株式-公益事業 | 1.86% | +0.34% | +13.49% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.79% | +0.25% | -0.25% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.65% | +0.07% | -1.98% | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 1.53% | +0.40% | +1.02% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | +0.09% | +0.99% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.21% | — | +1.07% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.12% | +0.14% | +0.61% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | — | -3.05% | |
| 26 | XLB | Ss Materials Select Sector | ETF-その他 | 0.89% | — | +0.70% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.79% | — | +1.21% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | +0.12% | +0.82% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.18% | +5.57% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | +0.84% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.61% | -0.03% | +5.43% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.58% | -0.06% | -2.94% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.57% | -0.30% | EXIT | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.54% | — | +1.35% | |
| 35 | EQWL | Invesco S&p 100 Equal Weight | ETF-その他 | 0.52% | — | -0.23% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | — | +0.86% | |
| 37 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.51% | — | — | |
| 38 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 0.51% | — | -9.09% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.47% | — | -1.75% | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.39% | — | +1.09% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.37% | — | — | |
| 42 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.37% | — | -7.30% | |
| 43 | COP | Conocophillips | 株式-エネルギー | 0.35% | +0.08% | +0.84% | |
| 44 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.34% | — | +0.83% | |
| 45 | MDT | Medtronic plc | 株式-ヘルスケア | 0.31% | — | +1.24% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.28% | -0.09% | -29.97% | |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.27% | — | -4.00% | |
| 48 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.23% | -0.08% | -7.28% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | — | — | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.22% | — | +2.23% |