CIK: 0001728321
申告総資産額
$18.7億
上位200銘柄を表示中（全555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 | 7.68% | +0.13% | +0.52% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.24% | -0.41% | -7.63% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.33% | -0.44% | -0.85% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.82% | -0.02% | -24.72% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.25% | — | -2.00% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.24% | -0.18% | +1.46% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.98% | -1.06% | -9.58% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.81% | — | +1.04% | |
| 9 | IBOC | International Bancshares Crp | 株式-その他 | 1.12% | — | -0.80% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 1.00% | -0.51% | +208.31% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | — | -0.74% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.22% | +40.40% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.43% | +1893.92% | |
| 14 | RWM | Proshares Short Russell2000 | ETF-その他 | 0.82% | — | +136.18% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | — | +23.52% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | +0.54% | -7.68% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | — | +2128.22% | |
| 18 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.70% | — | -1.72% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | +0.59% | |
| 20 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.67% | — | +78.46% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 0.65% | — | -0.10% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.65% | — | -0.72% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.64% | — | +7.35% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | -1.37% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.61% | — | -6.18% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | — | -0.68% | |
| 27 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.59% | — | +1.25% | |
| 28 | ✓ | iShares Core MSCI World UCITS ETF (Acc) | ETF-その他 | 0.57% | — | -1.70% | |
| 29 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.56% | — | +1.35% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.56% | — | -12.39% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.55% | — | +22.48% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.54% | +1.13% | +2.04% | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.52% | — | -2.01% | |
| 34 | FUMB | First Trust Ultra Short Dur | ETF-その他 | 0.52% | — | — | |
| 35 | DAKT | Daktronics INC | 株式-その他 | 0.49% | — | +16.58% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | -2.55% | |
| 37 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.46% | — | -0.64% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.46% | — | +0.52% | |
| 39 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.45% | — | -2.29% | |
| 40 | CAMPEUR | Calamp CORP | 株式-その他 | 0.44% | — | +30.21% | |
| 41 | PANW | Palo Alto Networks INC | 株式-IT | 0.44% | -0.37% | +197.81% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.43% | — | -2.08% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | -0.70% | +1.20% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | -0.22% | +35.52% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | — | -2.46% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.40% | -0.66% | -27.49% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.40% | — | — | |
| 48 | ARAY | Accuray INC | 株式-その他 | 0.40% | — | +9.46% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | -0.09% | -22.12% | |
| 50 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.39% | — | +73.27% |