CIK: 0001729299
申告総資産額
$14.6億
上位200銘柄を表示中（全304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 | 10.41% | -0.55% | -0.99% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.33% | -0.85% | -5.06% | |
| 3 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 4.89% | — | +8.15% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.13% | — | -0.16% | |
| 5 | FTCS | First Trust Capital Strength | ETF-その他 | 2.82% | — | +3.63% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -0.45% | -0.75% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 2.19% | -0.58% | -10.20% | |
| 8 | CDC | Victoryshares US Eq Income E | ETF-その他 | 2.07% | — | +4.69% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.88% | — | +1.08% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.80% | -0.29% | +11.85% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.59% | — | +1.22% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.57% | — | +4.80% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.43% | — | +9.32% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.42% | — | -0.13% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | -0.02% | -8.71% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.28% | — | +0.13% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.26% | — | — | |
| 18 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.20% | — | -0.64% | |
| 19 | AMD | Advanced Micro Devices | 株式-IT | 1.14% | +0.30% | -6.26% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.08% | — | +0.54% | |
| 21 | SWAN | Amplify Blckswn Grow Trsry | ETF-その他 | 1.00% | — | +2.83% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.99% | — | +5.87% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.96% | +0.03% | +8.36% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | +0.06% | -0.11% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.86% | — | -11.11% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | — | -4.03% | |
| 27 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.82% | — | +4.80% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | +0.05% | -3.29% | |
| 29 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.76% | — | +4.30% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | -0.23% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.69% | — | +3.99% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.68% | — | -3.65% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | -0.21% | -3.45% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.62% | — | +14.80% | |
| 35 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.62% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | -0.25% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.54% | — | — | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.52% | — | -0.03% | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.52% | — | -30.58% | |
| 40 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.50% | — | +1.93% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.49% | — | +5.09% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | — | +0.39% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.49% | — | -6.09% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | — | +13.05% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | -0.09% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.15% | -1.03% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | -10.80% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.45% | — | +22.14% | |
| 49 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | — | +18.93% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.42% | -0.11% | -9.48% |