CIK: 0001689646
申告総資産額
$17.9億
上位200銘柄を表示中（全566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 | 14.59% | -0.12% | -5.61% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.67% | -0.11% | -0.05% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.15% | -0.21% | +0.09% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.12% | -0.12% | +4.68% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.86% | -0.11% | +4.86% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.44% | -0.28% | -1.15% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.42% | +0.51% | +1.57% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.36% | -0.17% | +206.45% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.34% | — | +0.10% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.27% | — | -25.26% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.06% | +0.06% | -0.12% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | -0.14% | -1.60% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.85% | — | +128.22% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.85% | -0.11% | -3.31% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | +0.04% | -1.23% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.81% | +0.05% | -4.48% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | -0.15% | +8.74% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.75% | — | +2107.13% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.09% | -1.08% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.75% | — | +3.19% | |
| 21 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.70% | — | -0.37% | |
| 22 | VSLU | Applied Finance Valuat ETF | ETF-その他 | 0.68% | +0.12% | +26.41% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | -0.08% | -1.81% | |
| 24 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-その他 | 0.63% | +0.10% | — | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | +0.03% | -0.68% | |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.61% | — | +1.02% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.61% | — | -0.54% | |
| 28 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.60% | — | -3.10% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.60% | +0.04% | +11.41% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +2.37% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.58% | — | +206.33% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.09% | -2.61% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.53% | -0.07% | +3.04% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.52% | — | +1.23% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | — | +2.16% | |
| 36 | CBU | Community Financial System I | 株式-その他 | 0.48% | — | +0.23% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | +0.05% | +2.48% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.45% | -0.09% | -0.63% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | — | +2.06% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | -1.15% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | -0.81% | |
| 42 | AFL | Aflac INC | 株式-金融 | 0.44% | — | -1.04% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.44% | — | -0.96% | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.43% | — | +43.64% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | — | +5.17% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | +0.12% | +2.18% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | +0.16% | +0.02% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.39% | +0.08% | -3.30% | |
| 49 | PNC | Pnc Financial Services Group | 株式-金融 | 0.38% | — | +0.63% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | -4.40% |