CIK: 0001739728
申告総資産額
$43.1億
上位200銘柄を表示中（全1145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 | ✓ | Neos ETF Trust | ETF-その他 | 2.32% | — | -1.18% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.23% | — | -0.69% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 2.22% | -0.33% | -0.50% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.16% | +0.06% | -1.50% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.14% | -0.02% | +1.73% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.11% | — | +3.67% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | -0.21% | +1.52% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.33% | +2.79% | |
| 9 | VEGA | Advshrs Star Gbl Buy-write | ETF-その他 | 1.65% | +0.01% | +3.85% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.61% | -0.41% | +15.93% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.61% | +0.05% | -6.16% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.46% | -0.28% | +25.71% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.37% | — | -1.21% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | +0.12% | +5.77% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.27% | — | -7.14% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.23% | +0.02% | +3.25% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.11% | — | +1.70% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.07% | — | +4.37% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | — | +1.76% | |
| 20 | SECT | Main Sector Rotation ETF | ETF-その他 | 1.02% | — | +16.06% | |
| 21 | ESUM | Eventide US Market ETF | ETF-その他 | 0.93% | +0.84% | +0.31% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.91% | — | -3.15% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.90% | -0.87% | +86.52% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | +7.86% | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.85% | -0.49% | +25.90% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.85% | -0.39% | -11.71% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | — | -6.13% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.77% | — | +2.42% | |
| 29 | MTBA | Simplify Mbs ETF | ETF-その他 | 0.75% | — | +1841.04% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.13% | +11.35% | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.70% | — | +22.44% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | — | +1.16% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | — | +2.09% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | -0.15% | +5.46% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.62% | — | +3.61% | |
| 36 | UDIV | Franklin U.s. Core Dividend | ETF-その他 | 0.59% | — | +13.73% | |
| 37 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.58% | -0.29% | +26.41% | |
| 38 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.58% | — | +101.51% | |
| 39 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.52% | — | +4.88% | |
| 40 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.52% | — | +6.82% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.51% | — | +1.38% | |
| 42 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.45% | -0.10% | +1.72% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | -32.61% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | — | -15.83% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.42% | — | +1.01% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.42% | — | -3.04% | |
| 47 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.41% | — | +0.82% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.39% | — | +19.86% | |
| 49 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 0.38% | — | +2.93% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.36% | — | +6.99% |