CIK: 0001536755
申告総資産額
$6.3億
上位200銘柄を表示中（全234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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.12% | -0.21% | +2.27% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.61% | -0.79% | -0.52% | |
| 3 | FIXD | First Trust Smith Opportunis | ETF-その他 | 5.30% | +0.11% | +1.34% | |
| 4 | UXOC | Ft Useqty Uncapacc ETF - Oct | ETF-その他 | 4.76% | -3.77% | +2.17% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.26% | -0.10% | +2.36% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 3.50% | -0.90% | — | |
| 7 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 3.00% | +0.30% | +8.90% | |
| 8 | UCON | First Trust Smith Unconstrai | ETF-その他 | 2.95% | +0.05% | +1.40% | |
| 9 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 2.59% | — | -1.57% | |
| 10 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.06% | — | -0.30% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.05% | — | -0.71% | |
| 12 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.74% | +0.05% | +4.15% | |
| 13 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 1.69% | +0.05% | +4.28% | |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 1.67% | +0.04% | +3.96% | |
| 15 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 1.61% | +0.20% | +5.29% | |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 1.60% | +0.03% | +4.13% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.58% | -0.62% | +1.67% | |
| 18 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 1.57% | -1.57% | EXIT | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.56% | -1.53% | +8.25% | |
| 20 | WCMI | Ft Wcm International ETF | ETF-その他 | 1.53% | +0.04% | +7.09% | |
| 21 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 1.49% | +0.03% | +3.43% | |
| 22 | FTCS | First Trust Capital Strength | ETF-その他 | 1.45% | +0.11% | +8.69% | |
| 23 | IBHG | Ishares Ibonds 2027 Hy INC | ETF-その他 | 1.34% | +0.02% | +4.31% | |
| 24 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-その他 | 1.32% | +0.02% | +4.18% | |
| 25 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-その他 | 1.28% | +0.02% | +4.70% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.18% | -1.12% | -0.39% | |
| 27 | DJUL | Ft Vest US Equity Deep Buffe | ETF-その他 | 1.16% | — | -0.24% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.12% | — | -0.07% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.12% | -0.67% | -9.33% | |
| 30 | AAPL | Apple INC | 株式-IT | 1.00% | — | +3.62% | |
| 31 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.90% | — | -11.37% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | -0.17% | -9.27% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | -0.09% | -8.56% | |
| 34 | GJAN | Ft Vest US Equity Moderate B | ETF-その他 | 0.74% | +5.01% | -1.53% | |
| 35 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.72% | — | -16.51% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.71% | -0.23% | -5.06% | |
| 37 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.67% | — | +3.98% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | +2.41% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.56% | — | -1.86% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | — | +0.86% | |
| 41 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.52% | — | +2.32% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.50% | — | +5.39% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.47% | -0.43% | +8.15% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.46% | +0.06% | +0.02% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | +0.05% | -0.17% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.16% | +12.12% | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.40% | -0.40% | EXIT | |
| 48 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-その他 | 0.39% | — | -4.61% | |
| 49 | AEP | American Electric Power | 株式-公益事業 | 0.37% | +0.04% | +1.26% | |
| 50 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.37% | — | +0.26% |