CIK: 0001729299
申告総資産額
$14.6億
上位200銘柄を表示中（全287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 | 10.48% | -0.55% | +0.07% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.86% | -0.85% | -2.70% | |
| 3 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 4.56% | — | +4.86% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.18% | — | -0.78% | |
| 5 | FTCS | First Trust Capital Strength | ETF-その他 | 2.65% | — | +2.09% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.22% | -0.45% | -0.22% | |
| 7 | CDC | Victoryshares US Eq Income E | ETF-その他 | 2.02% | — | +5.83% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 1.98% | -0.58% | -8.88% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.85% | — | +0.03% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.63% | -0.29% | +5.40% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.60% | — | +1.10% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | -0.02% | -1.60% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.53% | — | +7.10% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.43% | — | -0.67% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.32% | — | +5.82% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.31% | — | -0.06% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.29% | — | -1.17% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.27% | — | — | |
| 19 | SWAN | Amplify Blckswn Grow Trsry | ETF-その他 | 1.06% | — | -10.07% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.05% | — | +3.61% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.03% | — | +3.59% | |
| 22 | AMD | Advanced Micro Devices | 株式-IT | 0.96% | +0.30% | -3.52% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.96% | — | +0.61% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | +0.06% | +1.81% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | — | -2.05% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.88% | +0.03% | +7.31% | |
| 27 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.87% | — | +15.21% | |
| 28 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.84% | — | -7.82% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | +0.05% | -2.38% | |
| 30 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.82% | — | +17.22% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.21% | -4.49% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | -0.60% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.66% | — | +2.98% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | — | +0.17% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.56% | — | -4.18% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.55% | — | -0.06% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.55% | — | +322.69% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.54% | — | +7.00% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.54% | — | -0.34% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | -4.24% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.53% | — | -4.27% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | +5.16% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.15% | +4.17% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | -7.05% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.48% | — | -7.77% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.48% | — | +1.07% | |
| 47 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.47% | — | +493.11% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.46% | — | +4.04% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.46% | — | +5.59% | |
| 50 | IP | International Paper Co | 株式-一般消費財 | 0.46% | — | -0.45% |