CIK: 0002107657
申告総資産額
$1.5億
上位200銘柄を表示中（全570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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 12.18% | -0.82% | — | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 12.17% | -0.76% | — | |
| 3 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 10.31% | -0.44% | — | |
| 4 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 9.69% | -0.11% | — | |
| 5 | IDMO | Invesco S&p International De | ETF-その他 | 9.14% | -0.45% | — | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 5.46% | +1.57% | — | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 4.98% | +0.19% | — | |
| 8 | AVDE | Avantis International Equity | ETF-その他 | 4.00% | +1.83% | — | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.76% | +0.40% | — | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.79% | -1.77% | — | |
| 11 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-その他 | 1.40% | — | — | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.17% | -0.24% | — | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.89% | +0.19% | — | |
| 14 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | +0.03% | — | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 0.83% | -0.08% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.80% | +0.15% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | -0.64% | — | |
| 18 | AVGO | Broadcom INC | 株式-IT | 0.76% | +0.01% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | +0.03% | — | |
| 20 | AAPL | Apple INC | 株式-IT | 0.74% | +0.02% | — | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.67% | +0.01% | — | |
| 22 | AKRE | Akre Focus ETF | ETF-その他 | 0.58% | -0.07% | — | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | -0.48% | — | |
| 25 | MS | Morgan Stanley | 株式-金融 | 0.52% | -0.50% | — | |
| 26 | SNA | Snap-on INC | 株式-資本財 | 0.51% | +0.09% | — | |
| 27 | GD | General Dynamics CORP | 株式-資本財 | 0.49% | — | — | |
| 28 | MDT | Medtronic plc | 株式-ヘルスケア | 0.49% | +0.02% | — | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.11% | — | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.49% | +0.18% | — | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | -0.01% | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.47% | — | — | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.47% | -0.46% | — | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.47% | -0.17% | — | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.44% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | — | |
| 37 | AEE | Ameren Corporation | 株式-公益事業 | 0.40% | +0.10% | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | -0.02% | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | — | |
| 40 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 0.38% | — | — | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | +0.12% | — | |
| 42 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.31% | — | — | |
| 43 | ETN | Eaton Corporation plc | 株式-資本財 | 0.30% | +0.17% | — | |
| 44 | EOG | Eog Resources INC | 株式-エネルギー | 0.30% | -0.30% | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.28% | — | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.26% | — | — | |
| 47 | HPQ | Hp INC | 株式-IT | 0.25% | +0.11% | — | |
| 48 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 0.23% | -0.05% | — | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | -0.02% | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | — | — |