CIK: 0001801507
申告総資産額
$70.8億
上位200銘柄を表示中（全531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 | RTX | Rtx CORP | 株式-資本財 | 0.04% | — | +60.60% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.04% | — | +1.47% | |
| 3 | XERS | Xeris Biopharma Holdings INC | 株式-その他 | 0.04% | — | +2358.97% | |
| 4 | ✓ | Alpha Tau Medical LTD | 株式-その他 | 0.04% | — | — | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.04% | — | +423.37% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.04% | — | +67.87% | |
| 7 | BX | Blackstone INC | 株式-金融 | 0.04% | — | -1.08% | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 0.04% | — | +1067.22% | |
| 9 | EMR | Emerson Electric Co | 株式-資本財 | 0.03% | — | +24.65% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.03% | — | +15.20% | |
| 11 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.03% | — | -0.80% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.03% | — | +24.64% | |
| 13 | SEIS | Sei Select Small Cap ETF | ETF-中小型株 | 0.03% | — | +3.38% | |
| 14 | XLSR | Ss US Sector Rotation | ETF-その他 | 0.03% | — | +1.14% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 0.03% | — | +61.38% | |
| 16 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-その他 | 0.03% | — | +0.64% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 0.03% | — | +0.08% | |
| 18 | AXP | American Express Co | 株式-金融 | 0.03% | — | +4.41% | |
| 19 | SEEM | Sei Select Em Mrkt Eq | ETF-その他 | 0.03% | — | +1.71% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.03% | +0.02% | +101.51% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.03% | — | +4.53% | |
| 22 | SEIM | Sei Qim US Large Cap Momentu | ETF-大型株・グロース | 0.03% | — | +19.72% | |
| 23 | SO | Southern Co/the | 株式-公益事業 | 0.03% | — | +66.15% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.03% | — | +21.32% | |
| 25 | SEIV | Sei Qim US Large Cap Value A | ETF-大型株・グロース | 0.03% | — | +14.73% | |
| 26 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 0.03% | — | +0.42% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.03% | — | +11.28% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.03% | — | +0.47% | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.03% | — | -1.19% | |
| 30 | GE | General Electric | 株式-資本財 | 0.03% | — | +5.13% | |
| 31 | TYL | Tyler Technologies INC | 株式-IT | 0.03% | — | — | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.03% | — | +78.75% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.03% | — | +5.57% | |
| 34 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.03% | — | -31.49% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.03% | — | +6.39% | |
| 36 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.03% | — | -1.49% | |
| 37 | FDX | Fedex CORP | 株式-資本財 | 0.03% | — | +3.17% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.03% | — | -1.84% | |
| 39 | TXN | Texas Instruments INC | 株式-IT | 0.03% | — | -0.83% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.03% | — | +2.52% | |
| 41 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 0.03% | — | — | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.03% | — | +2.84% | |
| 43 | REET | Ishares Global Reit ETF | ETF-その他 | 0.03% | — | -8.23% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.03% | — | +27.10% | |
| 45 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.03% | — | +25.04% | |
| 46 | AMD | Advanced Micro Devices | 株式-IT | 0.03% | — | +0.76% | |
| 47 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.03% | — | +1.54% | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.03% | — | +6.62% | |
| 49 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 0.03% | — | -1.60% | |
| 50 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.02% | — | +6.13% |