CIK: 0001729299
申告総資産額
$14.6億
上位200銘柄を表示中（全249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 | 10.66% | -0.55% | +3.77% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.49% | -0.85% | -3.01% | |
| 3 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 3.83% | — | -4.34% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.72% | — | +3.64% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.57% | — | +18.90% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.36% | — | +57.42% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.89% | — | -2.21% | |
| 8 | CDC | Victoryshares US Eq Income E | ETF-その他 | 1.83% | — | +0.75% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.76% | -0.45% | -0.52% | |
| 10 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.61% | — | +0.69% | |
| 11 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.59% | — | +50.05% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.55% | — | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | — | -0.78% | |
| 14 | LDSF | First Tr Low Duration St-etf | ETF-その他 | 1.42% | — | +133.11% | |
| 15 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.11% | — | +23.34% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.10% | — | +0.39% | |
| 17 | FVC | First Trust Dorsey Wright Dy | ETF-その他 | 1.09% | — | +3.25% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | +0.05% | +0.23% | |
| 19 | T | At&t INC | 株式-通信サービス | 1.04% | — | -0.06% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.01% | — | +2.05% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.01% | -0.29% | +1.84% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.00% | — | -2.92% | |
| 23 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.96% | — | +0.20% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | -0.02% | +1.36% | |
| 25 | IP | International Paper Co | 株式-一般消費財 | 0.93% | — | +125.76% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | +0.27% | |
| 27 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.82% | — | -4.43% | |
| 28 | IDV | Ishares International Select | ETF-その他 | 0.82% | — | -0.88% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | +0.15% | +1.31% | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.79% | — | +67.44% | |
| 31 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.79% | — | -6.66% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.78% | — | -25.69% | |
| 33 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.78% | — | +5.02% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | -0.21% | +1.86% | |
| 35 | FTCS | First Trust Capital Strength | ETF-その他 | 0.76% | — | +106.26% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | +0.06% | +85.83% | |
| 37 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.71% | — | +47.02% | |
| 38 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.71% | — | +0.97% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | — | -0.51% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.68% | — | — | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | +0.84% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.65% | — | -0.34% | |
| 43 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.63% | — | -10.97% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.59% | — | -26.78% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.59% | — | +395.32% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | -0.97% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.52% | — | -19.78% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | -0.11% | -2.14% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | -0.09% | |
| 50 | XLF | Ss Financial Select Sector | ETF-その他 | 0.51% | — | +12.02% |