CIK: 0001729299
申告総資産額
$14.6億
上位200銘柄を表示中（全454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 | AAPL | Apple INC | 株式-IT | 6.87% | -0.85% | -6.02% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.93% | -0.55% | -28.13% | |
| 3 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.27% | -0.61% | -4.08% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.11% | +0.63% | +1.40% | |
| 5 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 3.05% | -0.13% | +31.21% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 3.01% | -0.58% | -1.35% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.97% | -0.29% | -3.09% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.97% | — | -1.99% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.76% | — | +1.31% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.48% | -0.32% | +31.50% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.73% | -0.45% | -11.81% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.70% | — | +9.74% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.67% | — | +3.77% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.64% | -0.02% | -4.49% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.61% | -0.21% | -6.83% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.41% | — | -6.43% | |
| 17 | AMD | Advanced Micro Devices | 株式-IT | 1.31% | +0.30% | -6.59% | |
| 18 | STX | Seagate Technology Holdings plc | 株式-IT | 1.28% | +1.47% | -7.33% | |
| 19 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.26% | -1.21% | +4.18% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.22% | +0.15% | +111.96% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.96% | +0.03% | -1.34% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.96% | — | +226.59% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.95% | — | -5.56% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | — | -5.65% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.90% | — | +0.62% | |
| 26 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.88% | +0.06% | +34.04% | |
| 27 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.87% | — | -38.81% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.86% | — | -1.94% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.76% | — | +15.29% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.05% | -6.57% | |
| 31 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.71% | — | +2.45% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.70% | — | +39.79% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | -6.69% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.63% | +0.06% | -3.50% | |
| 35 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.62% | — | +4.00% | |
| 36 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.61% | -0.29% | +19.34% | |
| 37 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | — | +10.62% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.53% | — | -3.17% | |
| 39 | BIDD | Ishares International Divide | ETF-その他 | 0.53% | — | -4.56% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.15% | +3.96% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | -7.83% | |
| 42 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.46% | — | +2205.76% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.46% | — | -7.34% | |
| 44 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.45% | +0.15% | -16.81% | |
| 45 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | — | +25.36% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.44% | — | -4.57% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.43% | — | -8.66% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.42% | — | +23.11% | |
| 49 | MLN | Vaneck Long Muni ETF | ETF-その他 | 0.41% | +0.04% | -16.66% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.40% | — | +34.91% |