CIK: 0001689646
申告総資産額
$17.9億
上位200銘柄を表示中（全430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 | 16.54% | -0.12% | +6.79% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.70% | -0.11% | +1.02% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.39% | -0.21% | -2.91% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.38% | -0.12% | +0.00% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.86% | — | +0.98% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.84% | -0.11% | -0.31% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.69% | +0.51% | +3.58% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -0.28% | +5.07% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.44% | — | +45.37% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.08% | +0.06% | +0.13% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.00% | -0.15% | +7.67% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.98% | +0.05% | +1.32% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.97% | — | -27.72% | |
| 14 | SPEU | State Street Spdr Portfolio | ETF-その他 | 0.92% | — | +0.62% | |
| 15 | BBJP | Jpmorgan Betabuilders Japan | ETF-その他 | 0.92% | +0.03% | — | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | — | -0.19% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | -0.14% | -6.16% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.82% | — | +1696.28% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | -0.09% | +0.24% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.75% | — | -1.40% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | +0.04% | -0.84% | |
| 22 | INTC | Intel CORP | 株式-IT | 0.73% | — | -0.47% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.73% | -0.11% | +24.88% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | +5.01% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | +0.05% | -0.08% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +14.97% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | +0.12% | +2.34% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.08% | -2.89% | |
| 29 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.55% | — | +5.27% | |
| 30 | AFL | Aflac INC | 株式-金融 | 0.55% | — | -0.96% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | -0.23% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | -0.07% | +1.15% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | — | +2.04% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.16% | -0.55% | |
| 35 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.49% | — | +2.92% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +1.98% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | — | +1.03% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | +0.08% | +2.64% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | +0.26% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | +3.92% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.42% | -0.09% | +0.41% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.40% | -0.17% | -11.66% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | -0.09% | +0.28% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | +0.39% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.37% | +0.07% | +11.36% | |
| 46 | WM | Waste Management INC | 株式-資本財 | 0.36% | — | +22.90% | |
| 47 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 0.36% | — | +27.13% | |
| 48 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 0.34% | +0.05% | -1.10% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.34% | +0.05% | +0.69% | |
| 50 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.34% | — | -5.35% |