CIK: 0001696899
申告総資産額
$93.2億
上位200銘柄を表示中（全1347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 | AAPL | Apple INC | 株式-IT | 3.16% | -3.76% | +9.71% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 2.81% | -6.25% | +35.25% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.80% | +3.13% | +2019.13% | |
| 4 | ABCB | Ameris Bancorp | 株式-金融 | 2.06% | — | -1.70% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.86% | +1.86% | +7157.87% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.82% | +2.00% | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.82% | -2.74% | +8.51% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | — | +6.53% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.70% | +1.18% | +3427.19% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.62% | +1.46% | +5961.25% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.38% | +0.77% | NEW | |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.12% | +0.85% | NEW | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.06% | +0.81% | +2338.09% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.05% | +1.62% | +6012.38% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.03% | +0.88% | +19950.48% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.93% | +0.62% | — | |
| 17 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.88% | +0.59% | — | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.84% | +0.57% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | +12.92% | |
| 20 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.71% | +0.56% | — | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.67% | +0.35% | NEW | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.67% | +0.61% | — | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | — | +3.91% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.65% | +0.90% | +9062.42% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | +28.47% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.64% | — | +10.56% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | — | +18.35% | |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.61% | +0.45% | +14587.29% | |
| 29 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.61% | +0.95% | NEW | |
| 30 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.58% | +0.74% | NEW | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | +6.53% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | — | +5.45% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +16.27% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.53% | +0.69% | +5282.83% | |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.51% | — | — | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.50% | — | +8161.65% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | — | +379.29% | |
| 38 | AMD | Advanced Micro Devices | 株式-IT | 0.49% | — | +1.35% | |
| 39 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.49% | +0.44% | +16068.58% | |
| 40 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.48% | +0.39% | NEW | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | +0.67% | +5961.19% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | — | +8.45% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.45% | — | +11.08% | |
| 44 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.45% | — | — | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | — | +6.50% | |
| 46 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 0.42% | +0.82% | NEW | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.42% | — | +13.04% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.41% | +0.38% | +1538.45% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | +0.56% | +1860.01% | |
| 50 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.40% | — | +14404.09% |