CIK: 0001721242
申告総資産額
$27.4億
上位200銘柄を表示中（全849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 | 5.33% | -0.07% | +1.14% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.14% | -0.41% | +16.83% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.87% | — | +22.65% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.35% | -0.17% | +933.45% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.44% | -0.17% | -0.33% | |
| 6 | BMI | Badger Meter INC | 株式-IT | 2.33% | -0.13% | — | |
| 7 | NDOW | Anydrus Advantage ETF | ETF-その他 | 2.32% | +0.11% | — | |
| 8 | RSEE | Rareview Systematic Equity | ETF-その他 | 1.72% | — | -0.06% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.71% | +0.16% | +8.23% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.44% | — | -38.96% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.33% | — | -2.66% | |
| 12 | OZ | Belpointe Prep Llc- Class A | 株式-その他 | 1.15% | — | +0.99% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | -0.16% | -1.77% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.04% | +0.15% | +28.21% | |
| 15 | RTRE | Rareview Total Return Bd ETF | ETF-その他 | 0.89% | +0.23% | — | |
| 16 | GHTA | Goose Hollow Tactical Alloc | ETF-その他 | 0.87% | — | +9.31% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | — | -3.19% | |
| 18 | RDFI | Rareview Dynamic Fixed Incom | ETF-その他 | 0.84% | — | +25.84% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.71% | — | +24.26% | |
| 20 | GHMS | Goose Hollow Multi-strat INC | ETF-その他 | 0.70% | — | +16.23% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.67% | — | +9.86% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -48.51% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.59% | +0.16% | +33.98% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | -4.67% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.57% | — | +0.62% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | +0.13% | +9.82% | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.55% | — | +3.27% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | +1.85% | |
| 29 | GE | General Electric | 株式-資本財 | 0.51% | — | +0.39% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | +0.18% | -51.63% | |
| 31 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.49% | -0.11% | +137.87% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | — | -4.69% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.48% | -0.13% | +1.07% | |
| 34 | SNAV | Mohr Sector Nav ETF | ETF-その他 | 0.47% | — | -24.37% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | +24.04% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.46% | — | -2.11% | |
| 37 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.45% | — | +7.99% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | -0.19% | -7.63% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +2.75% | |
| 40 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.44% | — | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | +0.16% | +12.44% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.40% | — | +14.12% | |
| 43 | AMD | Advanced Micro Devices | 株式-IT | 0.39% | — | +9.62% | |
| 44 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.39% | — | +2.11% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.39% | -0.11% | -15.71% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.38% | — | -4.81% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.38% | — | +7.15% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.36% | -0.14% | +9.14% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | +0.11% | -33.53% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | — | +1.57% |