CIK: 0001721242
申告総資産額
$27.4億
上位200銘柄を表示中（全645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 | ✓ | Day Hagen/ned Davis | 株式-その他 | 12.15% | — | +19.82% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.55% | -0.41% | +5.76% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.32% | -0.07% | +122.97% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.10% | — | +84.54% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.84% | — | +42.84% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.84% | — | +1625.66% | |
| 7 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.68% | — | +7.36% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.55% | — | +588.06% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.52% | +0.16% | +77.34% | |
| 10 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.42% | — | +2.10% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.91% | -0.17% | +46.78% | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.86% | — | -7.03% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.85% | — | +215.95% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.85% | — | +537.50% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.77% | — | +1201.59% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.75% | -0.17% | +40.04% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | +31.26% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.75% | -0.17% | +254.14% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.16% | +62.20% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.70% | — | +1647.01% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.68% | — | +485.58% | |
| 22 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.67% | — | — | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | +7.77% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | +48.50% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | +0.13% | +21.20% | |
| 26 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.56% | — | -1.84% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.56% | — | -0.87% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | +121.26% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +22.49% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.51% | +0.15% | — | |
| 31 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.50% | — | -8.26% | |
| 32 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.47% | — | +41.77% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.47% | — | +340.76% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.44% | — | +164.33% | |
| 35 | ONC | Beone Medicines Ltd-adr | 株式-その他 | 0.44% | — | +314.46% | |
| 36 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.43% | — | +4.15% | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.42% | — | +703.36% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.42% | — | +9.55% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.41% | — | +185.00% | |
| 40 | FTV | Fortive CORP | 株式-IT | 0.39% | — | +228.83% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | +64.55% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | +36.56% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | — | +537.12% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | +54.70% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.37% | — | +224.53% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.36% | — | +595.86% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | — | +20.11% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.36% | — | +48.63% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | +0.11% | +281.69% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.35% | -0.12% | +42.88% |