CIK: 0001598304
申告総資産額
$26.0億
上位200銘柄を表示中（全288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 | 15.83% | -0.58% | +5.33% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 6.03% | -0.84% | -18.37% | |
| 3 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.79% | +0.47% | -24.81% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.72% | — | +5.13% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.41% | — | +2.62% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.08% | -0.22% | -1.68% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 2.90% | -0.09% | -1.38% | |
| 8 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 2.65% | +0.21% | +8.46% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.55% | -0.24% | +15.19% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.50% | +0.20% | +7.39% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.24% | -0.21% | +17.79% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.09% | +0.04% | +1.02% | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 2.08% | +0.13% | +61.13% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.20% | +19.03% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.70% | +0.09% | +21.56% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.60% | -0.07% | -1.08% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.57% | — | -0.46% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | -0.09% | +3.85% | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.47% | +0.37% | +0.74% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.23% | — | -2.07% | |
| 21 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 1.20% | — | +3.06% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | — | +16.44% | |
| 23 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.18% | — | +182.18% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.11% | — | -57.33% | |
| 25 | SOC | Sable Offshore CORP | 株式-その他 | 1.10% | +0.29% | +68.89% | |
| 26 | AXP | American Express Co | 株式-金融 | 1.01% | -0.23% | +4.13% | |
| 27 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.00% | — | +7.48% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.79% | — | +8.19% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.76% | +0.11% | -1.21% | |
| 30 | AON | Aon plc | 株式-金融 | 0.74% | -0.14% | -43.03% | |
| 31 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.71% | — | +1.30% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | -0.08% | +26.91% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | — | +25.48% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | -0.07% | -0.17% | |
| 35 | UBER | Uber Technologies INC | 株式-資本財 | 0.56% | -0.20% | +0.21% | |
| 36 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.55% | — | +3.29% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.54% | -0.06% | -0.64% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.53% | — | -0.66% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | +1.94% | |
| 40 | FMB | First Trust Managed Municipa | ETF-その他 | 0.52% | — | +0.70% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | +11.79% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.10% | +20.00% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | — | +6.63% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | +13.64% | |
| 45 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.46% | — | +0.07% | |
| 46 | HQY | Healthequity INC | 株式-ヘルスケア | 0.43% | — | — | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | — | +0.36% | |
| 48 | MASS | 908 Devices INC | 株式-その他 | 0.41% | — | — | |
| 49 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.38% | — | -10.26% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.34% | — | +31.44% |