CIK: 0001598304
申告総資産額
$26.0億
上位200銘柄を表示中（全258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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 15.42% | -0.58% | +16.42% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 7.42% | -0.84% | +40.16% | |
| 3 | IAU | Ishares Gold Trust | ETF-コモディティ | 5.62% | +0.47% | +1.78% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.55% | — | +2.99% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.40% | -0.22% | +0.73% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 3.34% | -0.09% | -0.50% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.25% | — | +6.63% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.99% | — | +12.55% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.93% | -0.24% | +1.46% | |
| 10 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 2.30% | +0.21% | +74.32% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.05% | +0.04% | +6.43% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.96% | +0.20% | +4.73% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.86% | -0.21% | +0.43% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.80% | — | +0.50% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.77% | — | -1.95% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.75% | -0.07% | -1.04% | |
| 17 | AON | Aon plc | 株式-金融 | 1.71% | -0.14% | -6.16% | |
| 18 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.55% | +0.37% | -2.69% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | -0.09% | +3.50% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.33% | -0.20% | +6.64% | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.26% | — | +4.93% | |
| 22 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.21% | +0.13% | +5.20% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.15% | — | +5.54% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | — | +0.57% | |
| 25 | AXP | American Express Co | 株式-金融 | 1.01% | -0.23% | -4.18% | |
| 26 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 0.83% | — | +10.87% | |
| 27 | SOC | Sable Offshore CORP | 株式-その他 | 0.76% | +0.29% | +17.65% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.76% | +0.09% | +18.22% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.75% | — | +41.25% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.73% | +0.11% | -4.90% | |
| 31 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.70% | — | -2.40% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.69% | -0.07% | -0.30% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | — | +29.20% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | +1.36% | |
| 35 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.56% | — | -0.47% | |
| 36 | FMB | First Trust Managed Municipa | ETF-その他 | 0.56% | — | -0.56% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | +1.28% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.53% | -0.06% | +1.04% | |
| 39 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.51% | — | +1.25% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.50% | — | -2.35% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.10% | -0.17% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | — | +3.61% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.08% | +3.05% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.46% | — | -5.82% | |
| 45 | HQY | Healthequity INC | 株式-ヘルスケア | 0.44% | — | -5.90% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | +1.77% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +1.39% | |
| 48 | UBER | Uber Technologies INC | 株式-資本財 | 0.35% | -0.20% | +11.10% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | +34.55% | |
| 50 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.28% | — | +0.02% |