CIK: 0001738560
申告総資産額
$2.0億
上位200銘柄を表示中（全206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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.90% | +1.39% | +204.13% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.54% | +0.45% | +191.90% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.91% | +0.15% | +2.11% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.76% | -0.67% | +0.18% | |
| 5 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.70% | -1.45% | -3.21% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.01% | — | -2.45% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.74% | +1.24% | +4.14% | |
| 8 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 2.66% | — | +3.38% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -0.81% | -4.27% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.21% | +0.28% | +3.93% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.98% | +0.37% | -2.96% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.77% | — | -0.23% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.72% | +5.05% | -53.42% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.67% | -0.04% | +105.64% | |
| 15 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.65% | -0.47% | -30.90% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.59% | — | -1.35% | |
| 17 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.57% | -0.01% | +3.69% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.56% | +0.32% | +0.18% | |
| 19 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 1.52% | — | +10.41% | |
| 20 | UYLD | Angel Oak Ultrashort Income | ETF-その他 | 1.36% | -0.02% | -4.77% | |
| 21 | WFC | Wells Fargo & Co | 株式-金融 | 1.30% | — | +4.78% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.28% | — | +0.08% | |
| 23 | COR | Cencora INC | 株式-ヘルスケア | 1.26% | -0.62% | -32.11% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.13% | — | -2.41% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | +0.19% | +6.56% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.11% | — | +1.24% | |
| 27 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.01% | — | +2.53% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.00% | +0.28% | +4.36% | |
| 29 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.99% | -0.51% | -0.41% | |
| 30 | COP | Conocophillips | 株式-エネルギー | 0.94% | +0.25% | +0.48% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | +2.61% | |
| 32 | APO | Apollo Global Management INC | 株式-金融 | 0.92% | -0.44% | +4.89% | |
| 33 | ALSN | Allison Transmission Holding | 株式-一般消費財 | 0.81% | — | +9.32% | |
| 34 | SLB | Slb LTD | 株式-エネルギー | 0.76% | — | +8.25% | |
| 35 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.76% | — | +8.29% | |
| 36 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.76% | -0.77% | EXIT | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.74% | — | +0.48% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.73% | — | +2.08% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.72% | — | +300.00% | |
| 40 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.70% | -0.74% | EXIT | |
| 41 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.70% | — | +2.67% | |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.67% | — | +4.78% | |
| 43 | KR | Kroger Co | 株式-生活必需品 | 0.64% | — | -35.65% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.63% | — | — | |
| 45 | GIII | G-iii Apparel Group LTD | 株式-その他 | 0.61% | — | — | |
| 46 | LBRT | Liberty Energy INC | 株式-エネルギー | 0.59% | — | — | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | — | +8.71% | |
| 48 | JBL | Jabil INC | 株式-IT | 0.58% | — | — | |
| 49 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.58% | — | — | |
| 50 | PPC | Pilgrim's Pride CORP | 株式-生活必需品 | 0.56% | -0.47% | -43.78% |