CIK: 0001731169
申告総資産額
$8.4億
上位200銘柄を表示中（全201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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.90% | -0.10% | +2.56% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 4.96% | +0.25% | +2.80% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-その他 | 4.86% | -0.21% | -0.83% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-その他 | 4.56% | -0.06% | +1.62% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.52% | -0.16% | +24.10% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 3.73% | -0.15% | +6.47% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.35% | -0.07% | — | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.30% | — | +1.66% | |
| 9 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 2.97% | -0.09% | +4.49% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.95% | -0.22% | +0.86% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.87% | +0.01% | -2.25% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.60% | -1.47% | +6.11% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.34% | +0.02% | +11.72% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.26% | — | — | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.10% | — | +5.64% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.07% | -0.18% | -0.13% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.97% | — | +0.76% | |
| 18 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 1.89% | +0.14% | +53.39% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.89% | -0.06% | +14.05% | |
| 20 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.63% | -0.03% | +13.76% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | -0.26% | +1.43% | |
| 22 | FMHI | First Trust Municipal High I | ETF-その他 | 1.18% | +0.09% | -27.51% | |
| 23 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 1.17% | +0.08% | -17.69% | |
| 24 | PAVE | Global X US Infrastructure | ETF-その他 | 1.07% | — | +6.80% | |
| 25 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.00% | — | +11.36% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.99% | — | +12.20% | |
| 27 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.96% | -0.02% | -39.48% | |
| 28 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-その他 | 0.89% | — | -11.90% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.05% | -5.36% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.84% | -0.04% | +0.15% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.83% | -0.26% | -18.06% | |
| 32 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.80% | -0.06% | +0.03% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.67% | -0.05% | -2.06% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | -0.13% | -0.32% | |
| 35 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.64% | — | +3.63% | |
| 36 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.61% | — | +22.43% | |
| 37 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.59% | +0.13% | +228.21% | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.55% | — | -2.22% | |
| 39 | CP | Canadian Pacific Kansas City | 株式-資本財 | 0.55% | — | +0.86% | |
| 40 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 0.54% | +0.25% | -22.86% | |
| 41 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.49% | — | -31.33% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | -0.07% | -3.31% | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.38% | +0.14% | — | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | -0.06% | +9.96% | |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.38% | — | — | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.34% | — | +76.32% | |
| 47 | TPYP | Tortoise North American Pipe | ETF-その他 | 0.33% | +0.16% | — | |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.32% | — | +105.04% | |
| 49 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.31% | -0.04% | -3.29% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | -0.08% | -15.68% |