CIK: 0001766506
申告総資産額
$6.8億
上位200銘柄を表示中（全342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 | NVDA | Nvidia CORP | 株式-IT | 7.97% | — | +899.10% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.75% | — | -5.35% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 3.49% | — | -4.53% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.46% | — | -2.58% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.11% | — | -1.16% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.10% | — | -0.55% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.64% | — | -6.01% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.38% | — | -8.04% | |
| 9 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 2.24% | — | -6.22% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.08% | — | -9.75% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.98% | — | -10.52% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.97% | — | -7.63% | |
| 13 | ORCL | Oracle CORP | 株式-IT | 1.92% | — | -0.73% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.82% | — | -3.43% | |
| 15 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.50% | — | +0.76% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.43% | — | -9.64% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.31% | — | -0.94% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.26% | — | -6.55% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | -0.94% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.98% | — | +0.10% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.97% | — | -1.38% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | — | -1.05% | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.92% | — | -6.00% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | — | +2.05% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.78% | — | -6.69% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | -0.55% | |
| 27 | MU | Micron Technology INC | 株式-IT | 0.75% | — | -1.04% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | — | -4.11% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.71% | — | -4.55% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.71% | — | -0.91% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | — | +41.05% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.64% | — | -8.97% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.63% | — | +0.79% | |
| 34 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.63% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | — | +2.82% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.60% | — | -2.01% | |
| 37 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 0.58% | — | +22.97% | |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.55% | — | -4.15% | |
| 39 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.54% | — | -11.54% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.52% | — | -6.89% | |
| 41 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.50% | — | +0.86% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | -5.01% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.46% | — | -11.65% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | +2.05% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.44% | — | -2.53% | |
| 46 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.44% | — | — | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | -2.53% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.42% | — | +2.44% | |
| 49 | MRO* | Marathon Oil CORP | 株式-その他 | 0.41% | — | — | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.40% | — | -6.26% |