CIK: 0001729299
申告総資産額
$14.6億
上位200銘柄を表示中（全230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 | 10.85% | -0.55% | +22.05% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.95% | -0.85% | -1.51% | |
| 3 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 4.30% | — | -5.13% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.80% | — | +17.70% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.42% | — | +12.74% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.04% | — | +9.36% | |
| 7 | CDC | Victoryshares US Eq Income E | ETF-その他 | 1.97% | — | +6.34% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.81% | — | +1.16% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.78% | -0.45% | -1.01% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.63% | — | — | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.58% | — | +82.44% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.57% | — | -0.78% | |
| 13 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.21% | — | +3.36% | |
| 14 | FVC | First Trust Dorsey Wright Dy | ETF-その他 | 1.16% | — | -2.30% | |
| 15 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 1.16% | — | +0.20% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.15% | — | +0.91% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.13% | — | +0.42% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.10% | — | -2.27% | |
| 19 | INTC | Intel CORP | 株式-IT | 1.08% | — | -0.38% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.07% | — | +36.75% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | +0.05% | -1.45% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.05% | -0.29% | +5.33% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.03% | — | +2.78% | |
| 24 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 1.03% | — | -2.40% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | -0.02% | +1.87% | |
| 26 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.99% | — | -0.46% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | -0.54% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.96% | — | +1.15% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | +0.15% | +7.31% | |
| 30 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.91% | — | -35.27% | |
| 31 | IDV | Ishares International Select | ETF-その他 | 0.87% | — | -1.68% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.86% | — | +0.62% | |
| 33 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.81% | — | -1.15% | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.79% | — | -12.60% | |
| 35 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.78% | — | -3.15% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.21% | -3.66% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | — | -0.56% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.72% | — | +1.14% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.71% | — | +8.95% | |
| 40 | LDSF | First Tr Low Duration St-etf | ETF-その他 | 0.70% | — | — | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | -3.34% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | -1.06% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +0.18% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | -0.11% | -0.31% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | +0.65% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.51% | — | +4.31% | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.51% | — | +194.58% | |
| 48 | FDT | First Trust Develp Mkt Ex-us | ETF-その他 | 0.51% | — | -2.32% | |
| 49 | BA | Boeing Co/the | 株式-資本財 | 0.50% | — | -1.82% | |
| 50 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.49% | — | -0.78% |