CIK: 0001729299
申告総資産額
$14.6億
上位200銘柄を表示中（全291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 | 9.56% | -0.55% | -3.80% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.86% | -0.85% | +0.16% | |
| 3 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 5.17% | — | +1.42% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.25% | — | +3.41% | |
| 5 | FTCS | First Trust Capital Strength | ETF-その他 | 3.07% | — | +1.32% | |
| 6 | CDC | Victoryshares US Eq Income E | ETF-その他 | 2.96% | — | +8.04% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.20% | -0.45% | -0.28% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.92% | — | +4.53% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.87% | -0.29% | -2.89% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.84% | — | +2.43% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 1.81% | -0.58% | +3.83% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.75% | — | -2.49% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.50% | — | -0.16% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.46% | — | -1.68% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.45% | — | -1.91% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.38% | — | — | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.19% | — | -9.78% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.18% | — | +9.44% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | -0.02% | +2028.93% | |
| 20 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.08% | — | -10.68% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | +20.86% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | +0.05% | +0.30% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.94% | — | -2.03% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.82% | — | +0.02% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | +0.81% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | +0.15% | -0.70% | |
| 27 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.76% | — | -0.90% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | — | +1.24% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | +0.06% | -1.42% | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 0.72% | +0.30% | -1.82% | |
| 31 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.61% | — | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | +0.03% | -31.07% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.55% | — | +0.18% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.55% | — | -0.28% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.54% | — | +2.04% | |
| 36 | FTGC | First Trust Global Tactical | ETF-その他 | 0.53% | — | +6.64% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.52% | — | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.51% | — | +2.78% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | — | -1.43% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | +0.39% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.50% | — | -0.26% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.48% | — | +11.68% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | -0.21% | +3.23% | |
| 44 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | — | +9.79% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | -0.51% | |
| 46 | BND | Vanguard Total Bond Market | ETF-その他 | 0.45% | — | +0.41% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | +3.05% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.44% | — | -1.02% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.44% | — | +2.40% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.44% | — | +4.44% |