CIK: 0001660177
申告総資産額
$19.1億
上位200銘柄を表示中（全660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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.04% | +1.53% | +276.73% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.61% | -0.44% | +0.48% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.91% | -0.18% | +1.50% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.42% | -0.52% | +5.30% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.98% | — | +1.46% | |
| 6 | SDS | ProShares UltraShort S&P500 | 株式-その他 | 1.88% | — | +226.65% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.52% | — | +57.15% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.51% | -0.45% | +2.45% | |
| 9 | AGNT | Agnt INC | 株式-その他 | 1.47% | — | -0.12% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.17% | -0.33% | -5.14% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.06% | -0.09% | +23.06% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | -0.26% | +1.86% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.93% | -0.41% | +0.04% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.91% | — | -4.03% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | -0.35% | +6.13% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 0.84% | — | -22.26% | |
| 17 | AVO | Mission Produce INC | 株式-その他 | 0.82% | — | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | -0.04% | -41.87% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.77% | -0.29% | -0.47% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.74% | — | +73.98% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.73% | -0.60% | EXIT | |
| 22 | SUB | Ishares Short-term National | ETF-その他 | 0.72% | — | +5.26% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.71% | — | +0.15% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.69% | — | +88.08% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | -0.17% | +17.42% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | -0.17% | +21.40% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | — | -5.33% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.66% | +0.43% | -0.24% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.63% | — | -49.76% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | — | +6.00% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.28% | -3.17% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.59% | -0.13% | +9.74% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | -1.79% | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.58% | — | -8.88% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | — | -11.34% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.56% | -0.17% | +43.01% | |
| 37 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.53% | — | +1000.22% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.53% | -0.22% | -16.41% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.52% | — | +39.25% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | +4.49% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.52% | +0.38% | +1.07% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.52% | — | +13.42% | |
| 43 | PANW | Palo Alto Networks INC | 株式-IT | 0.49% | — | +6.91% | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.49% | — | -0.72% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.47% | -0.19% | +173.88% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.46% | — | +1.72% | |
| 47 | CI | THE Cigna Group | 株式-ヘルスケア | 0.45% | — | +1.01% | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.45% | — | +115.71% | |
| 49 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.45% | — | -2.49% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | +25.05% |