CIK: 0001739728
申告総資産額
$43.1億
上位200銘柄を表示中（全1170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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.39% | — | +3.54% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.33% | +0.06% | +1.73% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 2.31% | -0.02% | +5.95% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 2.26% | -0.33% | +0.61% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.15% | — | +2.77% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.02% | -0.41% | +23.07% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | -0.21% | +0.55% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.74% | +0.05% | +9.46% | |
| 9 | VEGA | Advshrs Star Gbl Buy-write | ETF-その他 | 1.67% | +0.01% | +1.03% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.66% | -0.28% | +11.15% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.33% | +2.30% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.59% | — | +46.16% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.41% | +0.12% | +3.18% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.40% | — | +1.44% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.26% | +0.02% | +5.36% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.24% | — | +36.86% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.15% | -0.49% | +32.34% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.10% | — | +0.23% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.08% | — | +0.56% | |
| 20 | SECT | Main Sector Rotation ETF | ETF-その他 | 1.08% | — | +4.26% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | — | +1.72% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.96% | -0.87% | +5.20% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.93% | — | -1.62% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.81% | — | +5.84% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.76% | — | -40.81% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.75% | -0.39% | -15.52% | |
| 27 | MTBA | Simplify Mbs ETF | ETF-その他 | 0.74% | — | -0.69% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.73% | — | +11.97% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.73% | — | +7.12% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.13% | +6.57% | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.70% | — | -1.72% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | -0.15% | +4.17% | |
| 33 | UDIV | Franklin U.s. Core Dividend | ETF-その他 | 0.66% | — | +10.82% | |
| 34 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.61% | — | +8.25% | |
| 35 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.60% | -0.29% | -7.71% | |
| 36 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.55% | — | +3.48% | |
| 37 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.52% | — | +1.42% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.52% | — | +0.64% | |
| 39 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.49% | — | +41.40% | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.48% | — | -20.77% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.47% | — | +9.52% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | +1.06% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.45% | — | +9.40% | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.44% | — | +6.02% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.43% | — | +6.36% | |
| 46 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 0.40% | — | +1.76% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | — | -2.34% | |
| 48 | SMIZ | Zacks Small/mid Cap ETF | ETF-その他 | 0.36% | — | +3.29% | |
| 49 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.36% | +0.11% | +20.95% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.35% | — | +10.16% |