CIK: 0001845785
申告総資産額
$13.2億
上位200銘柄を表示中(全290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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.75% | -0.97% | +1.30% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 8.04% | +1.10% | +2.91% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.59% | +0.05% | +4.21% | |
| 4 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 3.51% | +0.07% | -0.75% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.44% | +0.02% | +2.43% | |
| 6 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 3.36% | -0.03% | +2.65% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.03% | +0.03% | +3.74% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-その他 | 2.73% | -0.05% | +3.92% | |
| 9 | UITB | Victoryshares Core Intermedi | ETF-その他 | 2.51% | +0.05% | +6.73% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.47% | +0.02% | +2.58% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.27% | -0.46% | +11.15% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.20% | -0.06% | +1.25% | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.11% | +0.02% | +5.32% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.91% | -0.03% | +3.05% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.88% | +0.02% | +4.12% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.38% | -0.14% | +21.97% | |
| 17 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.36% | -0.14% | +0.43% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.29% | — | +3.21% | |
| 19 | QQQI | Neos Nasdaq-100 High INC ETF | ETF-テック型 | 1.09% | — | +20.41% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.24% | +32.01% | |
| 21 | MODL | Victoryshares Westend US Sec | ETF-その他 | 0.89% | — | +4.58% | |
| 22 | CARY | Angel Oak Income ETF | ETF-その他 | 0.87% | — | +6.54% | |
| 23 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.85% | +0.16% | -1.05% | |
| 24 | SUB | Ishares Short-term National | ETF-その他 | 0.78% | +0.18% | +3.19% | |
| 25 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.77% | — | +7.65% | |
| 26 | KJAN | Innovator U.s. Small Cap Pow | ETF-中小型株 | 0.72% | — | +0.39% | |
| 27 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.69% | — | +24.95% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.65% | -0.43% | +6.69% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.63% | -0.10% | +9.41% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.62% | — | +0.02% | |
| 31 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 0.62% | — | +0.32% | |
| 32 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 0.62% | — | +1.49% | |
| 33 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.61% | +0.24% | +283.76% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | +37.23% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.59% | +0.04% | +0.33% | |
| 36 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 0.59% | -0.12% | +0.02% | |
| 37 | RUNN | Running Oak Efficient Gr ETF | ETF-その他 | 0.57% | -0.09% | +1.41% | |
| 38 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 0.57% | -0.57% | EXIT | |
| 39 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 0.56% | — | -0.96% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | +0.87% | |
| 41 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.54% | -0.09% | -10.27% | |
| 42 | MLPA | Global X Mlp ETF | ETF-その他 | 0.53% | +0.07% | +4.40% | |
| 43 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 0.53% | — | +1.34% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.52% | — | -0.33% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | -0.09% | +24.86% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.47% | — | +34.05% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.11% | +7.03% | |
| 48 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.46% | -0.46% | EXIT | |
| 49 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.45% | +0.09% | +8.08% | |
| 50 | JPEF | Jpmorgan Equity Focus ETF | ETF-その他 | 0.45% | — | +2.96% |