CIK: 0000866590
申告総資産額
$5.6億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 17.61% | +0.90% | +0.88% | |
| 2 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 8.98% | -0.49% | — | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.68% | -0.02% | -38.46% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.51% | +0.02% | -12.54% | |
| 5 | FDD | First Trust Stoxx Europe | ETF-その他 | 4.50% | -0.39% | — | |
| 6 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 4.17% | -0.23% | +510.53% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.72% | +0.10% | -8.40% | |
| 8 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 3.05% | +0.33% | +70.76% | |
| 9 | AFLG | First Trust Active Factor La | ETF-その他 | 2.98% | — | +92.74% | |
| 10 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 2.80% | +0.29% | +38.04% | |
| 11 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 2.78% | -2.08% | -14.06% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.53% | +0.06% | -3.97% | |
| 13 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 2.37% | -0.52% | +14.61% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.29% | -0.86% | -38.58% | |
| 15 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-その他 | 2.21% | +1.58% | +7.46% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.71% | +1.56% | +95.70% | |
| 17 | GRW | Tcw Durable Growth ETF | ETF-その他 | 1.55% | — | -2.86% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.44% | — | -8.41% | |
| 19 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 1.34% | -1.19% | EXIT | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.27% | — | -1.92% | |
| 21 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 1.24% | +0.01% | -1.54% | |
| 22 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.20% | -0.23% | -1.89% | |
| 23 | MMSC | First Trust Multi-manager Sm | ETF-その他 | 1.19% | +0.05% | -1.59% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.13% | -0.11% | -14.16% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.94% | +0.02% | +3.83% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | +0.02% | +16.67% | |
| 27 | EPOL | Ishares Msci Poland ETF | ETF-その他 | 0.64% | — | -0.54% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | +40.77% | |
| 29 | SHRY | First Trust Shareholder Yld | ETF-その他 | 0.58% | -0.18% | -10.48% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | -34.09% | |
| 31 | NBSD | Neuberger Short Duration INC | ETF-その他 | 0.45% | — | — | |
| 32 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.40% | — | -4.20% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.39% | +0.06% | +39.25% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | +0.48% | +8.35% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.37% | — | — | |
| 36 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.37% | -0.07% | -44.36% | |
| 37 | CRPT | Ft Skybr Crypt & Dig Econ | ETF-その他 | 0.34% | — | +69.82% | |
| 38 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.31% | — | +55.88% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | +0.01% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | +40.74% | |
| 41 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.30% | — | +56.72% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | -0.24% | +54.62% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.25% | -0.33% | EXIT | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.25% | — | -12.38% | |
| 45 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 0.25% | — | +90.27% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.25% | -0.24% | +58.04% | |
| 47 | TIME | Clockwise U.s. Core Equity E | ETF-その他 | 0.24% | +0.06% | +94.73% | |
| 48 | ULVM | Victoryshares US Value Momen | ETF-その他 | 0.24% | +0.04% | +93.61% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | +0.05% | +59.90% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.23% | +0.06% | -2.50% |