CIK: 0001721242
申告総資産額
$27.4億
上位200銘柄を表示中（全783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 | 4.61% | -0.07% | +23.70% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.65% | -0.41% | -26.73% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.14% | — | -13.63% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.55% | -0.17% | -0.56% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.48% | -0.17% | +17.41% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.43% | — | +22.35% | |
| 7 | BMI | Badger Meter INC | 株式-IT | 2.17% | -0.13% | — | |
| 8 | RSEE | Rareview Systematic Equity | ETF-その他 | 1.76% | — | +14.04% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | +0.16% | +16.77% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.52% | — | +0.97% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.29% | — | +1978.60% | |
| 12 | OZ | Belpointe Prep Llc- Class A | 株式-その他 | 1.29% | — | +43.00% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.20% | -0.16% | +1.41% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.09% | +0.18% | -12.73% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.87% | +0.15% | -36.78% | |
| 16 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.87% | — | +1490.83% | |
| 17 | GHTA | Goose Hollow Tactical Alloc | ETF-その他 | 0.85% | — | -31.61% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | — | +29.41% | |
| 19 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.74% | — | +15.64% | |
| 20 | RDFI | Rareview Dynamic Fixed Incom | ETF-その他 | 0.72% | — | +25.79% | |
| 21 | SNAV | Mohr Sector Nav ETF | ETF-その他 | 0.66% | — | +1.96% | |
| 22 | GHMS | Goose Hollow Multi-strat INC | ETF-その他 | 0.65% | — | -12.83% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.65% | — | +41.89% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 0.64% | +0.11% | +229.95% | |
| 25 | GE | General Electric | 株式-資本財 | 0.60% | — | -0.38% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | — | +86.70% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | +0.11% | -40.09% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.55% | — | +100.07% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | -2.95% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | +0.13% | -1.17% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +11.72% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.54% | — | +16.45% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | +6.22% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.49% | — | +5.61% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.47% | -0.13% | -4.87% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.19% | -21.32% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.46% | — | +17.72% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.46% | -0.11% | +129.79% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.45% | — | -0.84% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | +0.16% | +1100.99% | |
| 41 | AMD | Advanced Micro Devices | 株式-IT | 0.42% | — | +14.38% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.41% | — | +163.02% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | +0.16% | -2.72% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.40% | — | +83.62% | |
| 45 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.40% | — | +57.30% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.39% | — | +267.57% | |
| 47 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.38% | — | +33.83% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | — | -8.44% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.34% | — | +4.87% | |
| 50 | PH | Parker Hannifin CORP | 株式-資本財 | 0.34% | — | -3.14% |