CIK: 0001660177
申告総資産額
$19.1億
上位200銘柄を表示中（全619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 | AGNT | Agnt INC | 株式-その他 | 4.59% | — | +16.19% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.84% | -0.44% | +10.65% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.36% | -0.18% | -5.05% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.09% | — | -17.56% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.45% | -3.41% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.61% | -0.19% | +58.20% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.56% | -0.09% | +8.66% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.55% | -0.04% | +2.96% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.35% | -0.29% | +11.12% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | -0.26% | -5.41% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.29% | -0.52% | -59.35% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.25% | — | +3.94% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.23% | — | -25.36% | |
| 14 | AVO | Mission Produce INC | 株式-その他 | 1.13% | — | — | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | -0.35% | -1.54% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.08% | -0.33% | -2.26% | |
| 17 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.06% | — | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.00% | -0.17% | -6.96% | |
| 19 | SUB | Ishares Short-term National | ETF-その他 | 0.99% | — | +29.96% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.93% | -0.61% | +38.96% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.87% | -0.41% | +1.56% | |
| 22 | ✓ | Danimer Scientific INC | 株式-その他 | 0.84% | — | +7272.51% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | -0.58% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.81% | -0.17% | +6.87% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.80% | — | +2.79% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | +0.31% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.78% | — | +2.69% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.78% | +0.43% | +0.29% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 0.71% | — | -16.38% | |
| 30 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.66% | — | — | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.62% | — | +1.45% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.61% | — | +2.41% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | +3.35% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.61% | — | +6.16% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | -0.24% | +2.15% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.56% | — | +9.12% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.56% | — | +2.09% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.53% | — | +3.69% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | +0.81% | |
| 40 | XLF | Ss Financial Select Sector | ETF-その他 | 0.52% | — | +66.88% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.51% | — | -5.23% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | — | -13.02% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | — | -1.33% | |
| 44 | AMT | American Tower CORP | 株式-不動産 | 0.51% | — | -0.61% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | — | +0.91% | |
| 46 | URI | United Rentals INC | 株式-資本財 | 0.48% | — | +2.48% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.28% | +137.61% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.47% | -0.16% | +487.06% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.46% | — | +16.17% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.45% | -0.47% | +89.37% |