CIK: 0001728321
申告総資産額
$18.7億
上位200銘柄を表示中（全580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 | 8.04% | +0.13% | -11.31% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.65% | -0.41% | +3.69% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.94% | -0.02% | +9.93% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.05% | -0.44% | -0.10% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.62% | -1.06% | +8.49% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.15% | -0.18% | -6.60% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.66% | — | -22.73% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.52% | -0.66% | +37.79% | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.39% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.31% | -0.43% | +46.81% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.28% | — | -24.83% | |
| 12 | IBOC | International Bancshares Crp | 株式-その他 | 1.00% | — | -2.91% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.98% | +0.54% | +6.75% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | — | +24.63% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 0.91% | -0.51% | +3.47% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | +0.22% | -21.14% | |
| 17 | PANW | Palo Alto Networks INC | 株式-IT | 0.83% | -0.37% | +34.89% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | +2.98% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.77% | — | -8.80% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 0.77% | — | +1.93% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.72% | — | +0.24% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.72% | — | -0.23% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.69% | — | -0.44% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.65% | — | -1.16% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | -0.22% | +34.06% | |
| 26 | ARAY | Accuray INC | 株式-その他 | 0.57% | — | -4.75% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.57% | — | +3.27% | |
| 28 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.55% | — | -4.14% | |
| 29 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.53% | — | — | |
| 30 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.52% | — | +0.43% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | — | -23.48% | |
| 32 | AAOI | Applied Optoelectronics INC | 株式-IT | 0.52% | — | -22.65% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +35.70% | |
| 34 | AMD | Advanced Micro Devices | 株式-IT | 0.51% | — | +5.07% | |
| 35 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.50% | — | -0.21% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.70% | -25.09% | |
| 37 | SHOP | Shopify INC - Class A | 株式-IT | 0.47% | — | +10.33% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | +6.95% | |
| 39 | NOW | Servicenow INC | 株式-IT | 0.46% | -0.14% | -2.39% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.46% | -0.27% | +69.35% | |
| 41 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.44% | — | -0.78% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.43% | — | +118.37% | |
| 43 | DAKT | Daktronics INC | 株式-その他 | 0.43% | — | -16.03% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | -0.09% | +13.11% | |
| 45 | UIS | Unisys CORP | 株式-その他 | 0.42% | — | +2.30% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.41% | — | +0.30% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | — | +27.60% | |
| 48 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.39% | — | -4.35% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.39% | +1.13% | -22.76% | |
| 50 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.38% | — | -6.27% |