CIK: 0001721242
申告総資産額
$27.4億
上位200銘柄を表示中（全1162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 | AAPL | Apple INC | 株式-IT | 4.68% | -0.07% | -3.12% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.72% | -0.41% | +26.59% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.43% | +0.16% | +2.88% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.09% | — | +111.69% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.08% | — | +32.28% | |
| 6 | RDFI | Rareview Dynamic Fixed Incom | ETF-その他 | 2.02% | — | +81.50% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.92% | — | +15.39% | |
| 8 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 1.69% | — | +24.76% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.17% | -14.11% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.02% | — | +14.67% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 0.88% | -0.12% | +29.46% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 0.83% | -0.17% | +295.95% | |
| 13 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.78% | — | +1.11% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.73% | -0.13% | -22.78% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | -0.16% | +1.77% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.68% | — | +19.41% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | — | -0.61% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | — | +3.74% | |
| 19 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.64% | — | +2.10% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.63% | +0.18% | +17.53% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.59% | — | +492.50% | |
| 22 | BMI | Badger Meter INC | 株式-IT | 0.57% | -0.13% | — | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.56% | — | +27.86% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.56% | — | +204.99% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.54% | — | +562.60% | |
| 26 | ✓ | Collaborative Investmnt Ser | 株式-その他 | 0.52% | — | -44.31% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | +22.67% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.47% | — | +380.35% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | +0.11% | +2.36% | |
| 30 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.47% | — | -3.16% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.46% | — | +11.37% | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.46% | — | +19.10% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.43% | — | +40.63% | |
| 34 | FDX | Fedex CORP | 株式-資本財 | 0.43% | — | +5.16% | |
| 35 | LIN | Linde plc | 株式-素材 | 0.42% | — | +1.09% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | -4.57% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | +6.01% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | +29.39% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.13% | -0.87% | |
| 40 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.39% | — | +45.90% | |
| 41 | PYPL | Paypal Holdings INC | 株式-金融 | 0.38% | — | +58.05% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | +3.95% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.38% | — | +10.54% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.37% | — | +47.97% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.36% | — | +302.63% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | -0.19% | -13.20% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.36% | — | -1.24% | |
| 48 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.36% | — | +3.15% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | — | +15.70% | |
| 50 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.35% | — | +3.22% |