CIK: 0001689646
申告総資産額
$17.9億
上位200銘柄を表示中（全400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 | 14.22% | -0.12% | +6.68% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.39% | -0.11% | +5.30% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.61% | -0.21% | +1.40% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.92% | -0.12% | -0.34% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.06% | +0.06% | +1.14% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.87% | — | +1.05% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.85% | -0.11% | +0.36% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.85% | +0.51% | — | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.51% | — | +2.23% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.28% | +2.94% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.17% | +0.05% | +6.85% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.04% | — | +2370.44% | |
| 13 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.97% | — | -20.02% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.90% | — | +2.22% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | — | +1.62% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | -0.66% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | +0.04% | +0.88% | |
| 18 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.79% | — | +8.02% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.79% | — | +3.68% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.14% | +2.35% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.77% | — | -68.32% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | +0.05% | +1.57% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | -0.15% | -3.85% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.12% | +2.50% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | +3.68% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.66% | — | +9.99% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | -0.09% | +12.10% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.64% | -0.07% | +1.24% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | +0.08% | +6.37% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | -0.71% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | -0.97% | |
| 32 | BALL | Ball CORP | 株式-一般消費財 | 0.54% | — | +850.97% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.08% | +2084.26% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | -0.00% | |
| 35 | AFL | Aflac INC | 株式-金融 | 0.50% | — | +0.53% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.16% | +0.04% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.48% | -0.17% | +1.99% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | — | +3.76% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.46% | — | +1.29% | |
| 40 | TGT | Target CORP | 株式-一般消費財 | 0.44% | — | +2.60% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.43% | — | +1.01% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.43% | — | +5.58% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | -65.19% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | -0.09% | +4.44% | |
| 45 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.41% | — | +31.42% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.40% | +0.05% | -4.50% | |
| 47 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.39% | — | -2.09% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.39% | — | -1.63% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | +0.03% | +0.35% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | +6.00% |