CIK: 0001911056
申告総資産額
$31.2億
上位200銘柄を表示中(全851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 | VV | Vanguard Large-cap ETF | ETF-その他 | 6.99% | -5.77% | EXIT | |
| 2 | NOW | Servicenow INC | 株式-IT | 6.40% | — | +0.11% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.16% | +2.38% | +4.39% | |
| 4 | MCHX | Marchex, Inc. | 株式-その他 | 3.00% | -2.74% | EXIT | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.03% | +0.75% | +3.80% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 2.00% | -1.86% | EXIT | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.98% | — | +6.01% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.62% | +0.90% | +2.11% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.61% | -1.32% | EXIT | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.59% | -0.59% | +11.80% | |
| 11 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.46% | -0.87% | EXIT | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | +0.79% | +1.02% | |
| 13 | VTC | Vanguard Total Corporate Bnd | ETF-投資適格社債 | 1.31% | -1.04% | EXIT | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.27% | — | +6.38% | |
| 15 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.24% | — | +0.14% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.22% | -1.01% | EXIT | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.21% | +2.07% | +0.04% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.13% | — | +3.04% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.01% | — | -1.57% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.97% | — | -3.07% | |
| 21 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.96% | -0.92% | EXIT | |
| 22 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.88% | — | +2.74% | |
| 23 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.88% | -0.90% | EXIT | |
| 24 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.86% | — | +13.43% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | — | +0.18% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | — | -0.16% | |
| 27 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.81% | -0.66% | EXIT | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.77% | -0.72% | EXIT | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | — | -31.40% | |
| 30 | PAVE | Global X US Infrastructure | ETF-その他 | 0.70% | — | +6.17% | |
| 31 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.69% | — | -1.15% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | +0.19% | -6.87% | |
| 33 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.62% | — | +1.59% | |
| 34 | PBUS | Invesco Msci USA ETF | ETF-その他 | 0.60% | -1.06% | EXIT | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | — | +1.40% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | — | +2.80% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.54% | — | -1.09% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | — | +0.97% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.53% | -0.71% | EXIT | |
| 40 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.53% | -0.53% | EXIT | |
| 41 | BND | Vanguard Total Bond Market | ETF-その他 | 0.52% | -0.37% | EXIT | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.52% | — | +1.11% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.51% | -0.39% | EXIT | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.46% | — | +213.55% | |
| 45 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.45% | — | -35.92% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | — | +5.14% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | -2.44% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | -3.06% | |
| 49 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.42% | -0.38% | EXIT | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | — | +0.85% |