CIK: 0001598304
申告総資産額
$26.0億
上位200銘柄を表示中（全345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 | 14.91% | -0.58% | +4.07% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 9.81% | -0.84% | -2.96% | |
| 3 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.86% | +0.47% | -1.77% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.34% | — | +2.07% | |
| 5 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 2.78% | +0.21% | +4.63% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.71% | -0.24% | +1.93% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.69% | -0.22% | -1.68% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.68% | +0.20% | +14.76% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.41% | — | -10.42% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.02% | -0.21% | +2.05% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.98% | +0.09% | +19.32% | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.87% | -0.09% | -14.37% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.80% | +0.04% | +5.58% | |
| 14 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.71% | +0.13% | -1.69% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.63% | -0.09% | +43.68% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.20% | +25.57% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.54% | -0.07% | +11.40% | |
| 18 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.36% | — | +16.49% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | — | +31.81% | |
| 20 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.22% | +0.37% | +3.92% | |
| 21 | AXP | American Express Co | 株式-金融 | 1.18% | -0.23% | +26.74% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.10% | +0.05% | +164.49% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.06% | — | -12.76% | |
| 24 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 0.97% | — | +1.59% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.96% | — | +15.49% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.95% | +0.11% | +46.15% | |
| 27 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.86% | — | +9.63% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.85% | — | +345.84% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | — | -3.82% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.81% | +0.57% | +55.16% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.80% | -0.18% | +17.16% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.76% | — | -15.37% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | -0.10% | +4.34% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.65% | -0.07% | +10.98% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | +56.16% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | +13.72% | |
| 37 | AON | Aon plc | 株式-金融 | 0.58% | -0.14% | +0.19% | |
| 38 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.52% | — | -6.06% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.51% | -0.08% | +6.55% | |
| 40 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.51% | — | +0.46% | |
| 41 | FMB | First Trust Managed Municipa | ETF-その他 | 0.49% | — | +12.09% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.48% | -0.06% | -6.47% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | +2.56% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.41% | — | -0.45% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | — | -19.62% | |
| 46 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.39% | — | +6.46% | |
| 47 | UBER | Uber Technologies INC | 株式-資本財 | 0.38% | -0.20% | -3.13% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | — | +86.13% | |
| 49 | TMFC | Motley Fool 100 Index ETF | ETF-大型株・グロース | 0.36% | — | — | |
| 50 | SOC | Sable Offshore CORP | 株式-その他 | 0.35% | +0.29% | -2.26% |