CIK: 0001728321
申告総資産額
$18.7億
上位200銘柄を表示中（全577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 | 6.61% | +0.13% | -16.53% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.32% | -0.41% | -6.98% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.30% | -0.66% | -7.37% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.69% | -0.44% | -9.51% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.35% | -0.18% | -1.54% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.34% | -1.06% | -3.45% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.99% | -0.02% | -3.22% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.85% | +0.54% | +25.76% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | -0.43% | -0.96% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.41% | — | -1.01% | |
| 11 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.30% | — | — | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.26% | -0.85% | -0.59% | |
| 13 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.14% | +0.25% | +0.18% | |
| 14 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-その他 | 1.14% | — | -0.24% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | — | -2.98% | |
| 16 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 1.07% | — | +0.66% | |
| 17 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-その他 | 1.03% | — | +0.23% | |
| 18 | VST | Vistra CORP | 株式-公益事業 | 0.99% | -0.44% | -2.33% | |
| 19 | IBOC | International Bancshares Crp | 株式-その他 | 0.98% | — | -0.58% | |
| 20 | PANW | Palo Alto Networks INC | 株式-IT | 0.90% | -0.37% | -2.17% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | -0.22% | -4.51% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.77% | — | -15.38% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.70% | -0.02% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | — | -9.85% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.74% | — | +4.49% | |
| 26 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.72% | -0.41% | -0.82% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.71% | — | -0.82% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.66% | — | -6.97% | |
| 29 | URI | United Rentals INC | 株式-資本財 | 0.65% | -0.31% | +2.01% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.64% | -0.27% | +5.18% | |
| 31 | ADTN | Adtran Holdings INC | 株式-その他 | 0.64% | — | -13.59% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | -0.29% | +5.27% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.56% | — | -3.53% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.55% | -0.51% | -18.93% | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 0.55% | -0.26% | -6.87% | |
| 36 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.54% | — | -0.20% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | -0.09% | -3.09% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -1.68% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | +0.22% | -44.43% | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.50% | — | -1.88% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | — | +45.07% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.48% | — | -1.41% | |
| 43 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.47% | -0.21% | +1.18% | |
| 44 | SH | Proshares Short S&p500 | ETF-その他 | 0.45% | — | +775.52% | |
| 45 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.44% | — | +5.47% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.44% | — | -2.06% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.41% | — | +3.25% | |
| 48 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.41% | — | -0.02% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.41% | — | -7.71% | |
| 50 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.40% | -0.18% | +0.27% |