CIK: 0001689646
申告総資産額
$17.9億
上位200銘柄を表示中（全557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 | 15.31% | -0.12% | -1.40% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.83% | -0.11% | +1.53% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.04% | -0.21% | +1.04% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.00% | -0.12% | +309.17% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.69% | — | +2.37% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.67% | -0.11% | +2.46% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.50% | -0.28% | +0.94% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.42% | +0.51% | +2.58% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.36% | — | +1.18% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.32% | -0.17% | +81.01% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.08% | +0.06% | +3.62% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | -0.14% | -2.65% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.86% | +0.05% | -2.46% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.85% | -0.15% | -0.39% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.80% | -0.11% | -11.78% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.78% | — | — | |
| 17 | SPEU | State Street Spdr Portfolio | ETF-その他 | 0.76% | — | +3.33% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 0.75% | +0.04% | -0.03% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.74% | — | +83.89% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | +0.03% | -0.18% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | -0.09% | +1.18% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 0.65% | — | -63.85% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.64% | — | +102.87% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.61% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | -0.08% | +9.49% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.58% | — | +101.46% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | +49.97% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.56% | — | -0.72% | |
| 29 | VSLU | Applied Finance Valuat ETF | ETF-その他 | 0.53% | +0.12% | +62.15% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.53% | +0.04% | +26.30% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | -0.09% | +19.37% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | +0.05% | +3.01% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | +2.07% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.49% | — | +61.22% | |
| 35 | AFL | Aflac INC | 株式-金融 | 0.48% | — | +0.05% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +1.28% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | -0.07% | -1.82% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.46% | -0.09% | +2.48% | |
| 39 | CBU | Community Financial System I | 株式-その他 | 0.46% | — | +0.08% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | +0.08% | +5.68% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | +2.02% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.16% | +1.88% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | — | -2.17% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.43% | — | +0.05% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | +0.12% | +6.16% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | — | +44.13% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | +12.29% | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.40% | — | +3.16% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.37% | +0.07% | +2.54% | |
| 50 | PNC | Pnc Financial Services Group | 株式-金融 | 0.37% | — | +2.41% |