CIK: 0001728321
申告総資産額
$18.7億
上位200銘柄を表示中（全595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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.25% | +0.13% | +0.37% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.08% | -0.41% | -7.22% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.86% | -0.02% | +120.72% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.83% | -0.44% | +1970.49% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.21% | — | -15.00% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.17% | -1.06% | -4.16% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.09% | -0.18% | -6.13% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.74% | — | +36.46% | |
| 9 | IBOC | International Bancshares Crp | 株式-その他 | 0.96% | — | -1.49% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.86% | — | -1.55% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.43% | -8.35% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.79% | +0.54% | -2.35% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 0.74% | -0.51% | -7.16% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | -10.88% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | — | +0.70% | |
| 16 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.64% | — | +16.91% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -9.15% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.63% | — | -4.83% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.62% | — | -14.47% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.62% | — | -7.74% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.62% | -0.66% | -39.18% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.60% | — | -7.23% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | — | -8.18% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.58% | — | -5.99% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.56% | — | +4.68% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.22% | -19.87% | |
| 27 | ✓ | iShares Core MSCI World UCITS ETF (Acc) | ETF-その他 | 0.55% | — | — | |
| 28 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.52% | — | +1.26% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.51% | — | +130.61% | |
| 30 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.51% | — | -10.56% | |
| 31 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.50% | — | — | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.49% | +1.13% | -2.57% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | -16.61% | |
| 34 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.48% | — | +9.93% | |
| 35 | FUMB | First Trust Ultra Short Dur | ETF-その他 | 0.47% | — | — | |
| 36 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.46% | — | +733.33% | |
| 37 | BCD | Abrdn Bloomberg All Commodit | ETF-その他 | 0.46% | — | +194.64% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | -0.09% | -15.52% | |
| 39 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.45% | — | -7.27% | |
| 40 | FXU | First Trust Utilities Alphad | ETF-その他 | 0.44% | — | — | |
| 41 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.44% | — | -3.85% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.44% | — | -48.01% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | -0.70% | +2.35% | |
| 44 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.43% | — | +0.27% | |
| 45 | NOW | Servicenow INC | 株式-IT | 0.43% | -0.14% | -2.64% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.42% | — | -35.16% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | — | -30.75% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | +1.12% | |
| 49 | DAKT | Daktronics INC | 株式-その他 | 0.42% | — | +31.62% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.41% | — | -48.66% |