CIK: 0001728321
申告総資産額
$18.7億
上位200銘柄を表示中（全482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 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.53% | -0.44% | -2.87% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.64% | -0.41% | -37.13% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.52% | — | +24.77% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.47% | -0.18% | -23.67% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.55% | -1.06% | -4.74% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.41% | — | +42.29% | |
| 7 | IBOC | International Bancshares Crp | 株式-その他 | 1.37% | — | -2.42% | |
| 8 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.33% | — | +3.12% | |
| 9 | SHOP | Shopify INC - Class A | 株式-IT | 1.25% | — | +15.61% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.19% | +0.13% | +12.10% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.17% | — | +36.24% | |
| 12 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.07% | — | +14.78% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.06% | +0.54% | +2.43% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.98% | -0.02% | +19.10% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | -0.70% | +3.77% | |
| 16 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.85% | — | +1.58% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.83% | — | +11.26% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | -0.09% | -0.07% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.82% | +1.13% | -0.83% | |
| 20 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.82% | — | +817.20% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.81% | — | +44.64% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.76% | — | +0.23% | |
| 23 | ADBE | Adobe INC | 株式-IT | 0.75% | — | +16.47% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | -0.43% | -9.33% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.69% | — | +15.21% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | — | +7.45% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | -7.63% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.64% | — | +377.48% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | -12.36% | |
| 30 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.64% | — | +32.97% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.62% | — | +15.18% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | -15.89% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | -0.51% | -1.85% | |
| 34 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.57% | — | +0.46% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.57% | — | +3.62% | |
| 36 | NOW | Servicenow INC | 株式-IT | 0.57% | -0.14% | +17.12% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.56% | -0.66% | +22.85% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | — | -0.20% | |
| 39 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.55% | — | -7.96% | |
| 40 | CIM V7.75 PERP C | Chimera Investment CORP | 株式-その他 | 0.54% | — | -1.92% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.53% | — | -31.22% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.53% | — | +10.82% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.52% | -0.19% | -8.77% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | +0.22% | +28.67% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.50% | — | -15.14% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.49% | — | -30.70% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.48% | — | -26.82% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.48% | — | +319.06% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | — | +13.22% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | — | -0.59% |