CIK: 0001689646
申告総資産額
$17.9億
上位200銘柄を表示中（全415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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.97% | -0.12% | +11.14% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.76% | -0.11% | -7.34% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.17% | -0.21% | +1.15% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.23% | -0.12% | -1.70% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.42% | — | +3662.90% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.18% | +0.06% | +2.54% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.91% | -0.11% | +0.01% | |
| 8 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.60% | +0.01% | +0.91% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.43% | — | +4.52% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.38% | -0.28% | +3.46% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | +2.96% | |
| 12 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.17% | — | -0.27% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.11% | +0.05% | +0.45% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | -0.14% | +1.21% | |
| 15 | INTC | Intel CORP | 株式-IT | 0.95% | — | +2.17% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 0.93% | — | +1.18% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.91% | — | +4.57% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | — | +3.17% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.79% | +0.04% | +2.04% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.75% | — | +4.71% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | -0.07% | +156.80% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | +1.58% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.12% | -2.16% | |
| 24 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.66% | — | +201.20% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | -2.38% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | -1.37% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | -0.09% | +7.15% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | +0.08% | +4.38% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.60% | -0.11% | -4.82% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | +0.05% | +0.56% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | -0.15% | -0.25% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | -0.08% | +2.11% | |
| 33 | AFL | Aflac INC | 株式-金融 | 0.50% | — | -0.29% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | +0.03% | |
| 35 | TGT | Target CORP | 株式-一般消費財 | 0.50% | — | +5.78% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | — | +0.92% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.48% | -0.17% | +132.32% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | — | +31.20% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +5.98% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.41% | +0.05% | -2.14% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.16% | +0.07% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.40% | — | -52.00% | |
| 43 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.40% | — | -0.58% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.38% | -0.09% | +4.63% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.37% | — | +0.58% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.37% | — | +2.84% | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.37% | — | -5.88% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | — | +1.55% | |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.36% | — | -1.42% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | -0.09% | +9.22% |