CIK: 0001737109
申告総資産額
$125.4億
上位200銘柄を表示中（全1713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 | 2.79% | +0.23% | +4.71% | |
| 2 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 2.62% | -0.88% | -0.21% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.48% | -0.32% | +0.09% | |
| 4 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 2.47% | -0.53% | +22.36% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.37% | -0.04% | -15.44% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 1.66% | +0.36% | +12.80% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.19% | +9.09% | |
| 8 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 1.35% | -0.41% | +22.17% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.30% | +0.34% | +18.57% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.28% | — | +18.87% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.22% | -0.19% | -0.94% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.20% | -0.23% | -4.49% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | +0.09% | +17.26% | |
| 14 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 0.94% | — | +5.56% | |
| 15 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 0.93% | -0.38% | +22.59% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.89% | -0.16% | +38.24% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.83% | — | +18.06% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.82% | — | +200.90% | |
| 19 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.78% | +0.18% | +51.45% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.75% | — | +0.72% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.75% | — | -32.02% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 0.71% | -0.18% | +3.89% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.71% | +0.32% | +9.71% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.69% | +0.08% | +20.49% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.68% | — | -1.94% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.63% | +0.09% | +0.89% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.63% | — | +20.96% | |
| 28 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.62% | -0.43% | -1.97% | |
| 29 | SSUS | Day Hagan Smart Sector ETF | ETF-その他 | 0.61% | — | -1.62% | |
| 30 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 0.61% | — | +8.57% | |
| 31 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-その他 | 0.58% | — | +12.49% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | — | +0.29% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.56% | — | +349.14% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.55% | — | +17.91% | |
| 35 | BKIE | Bny Mellon Intl Eqty ETF | ETF-その他 | 0.51% | — | +33.19% | |
| 36 | INTF | Ishares International Equity | ETF-その他 | 0.50% | +0.18% | +22.73% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.50% | — | +16.23% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | — | +13.60% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | +0.01% | +10.29% | |
| 40 | IDUB | Aptus Intl Enhan Yld ETF | ETF-その他 | 0.44% | -0.02% | +20.27% | |
| 41 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 0.43% | -0.14% | +12.97% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.42% | — | +5.29% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | +24.65% | |
| 44 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.42% | — | +0.10% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | +11.93% | |
| 46 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.39% | — | +13.57% | |
| 47 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.39% | — | -2.50% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | +0.08% | +4.83% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.39% | — | +9.64% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.39% | — | +5.71% |