CIK: 0001697300
申告総資産額
$28.5億
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 | NVDA | Nvidia CORP | 株式-IT | 11.63% | -0.44% | — | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 9.53% | +1.21% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.37% | +0.28% | — | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.68% | -0.24% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.07% | -0.31% | — | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.98% | — | — | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.90% | -0.14% | — | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.73% | — | — | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.68% | — | — | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.53% | -0.14% | — | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.52% | — | — | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.49% | — | — | |
| 13 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.46% | -0.13% | — | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.30% | -0.18% | — | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.25% | — | — | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.25% | — | — | |
| 17 | AER | AerCap Holdings N.V. | 株式-資本財 | 1.13% | — | — | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.12% | — | — | |
| 19 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.07% | — | — | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.05% | — | — | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.94% | +0.28% | — | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.81% | — | — | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | — | — | |
| 24 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 0.75% | — | — | |
| 25 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.74% | — | — | |
| 26 | SHOP | Shopify INC - Class A | 株式-IT | 0.74% | -0.26% | — | |
| 27 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.73% | -0.08% | — | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.73% | -0.21% | — | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.73% | — | — | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | — | — | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.70% | — | — | |
| 32 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.70% | — | — | |
| 33 | MAIN | Main Street Capital CORP | 株式-金融 | 0.68% | — | — | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.65% | +0.08% | — | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.63% | — | — | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.61% | — | — | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.59% | — | — | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.57% | — | — | |
| 39 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.57% | — | — | |
| 40 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.57% | — | — | |
| 41 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.56% | +0.08% | — | |
| 42 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.55% | — | — | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.55% | — | — | |
| 44 | DHI | Dr Horton INC | 株式-一般消費財 | 0.52% | — | — | |
| 45 | ARES | Ares Management CORP - A | 株式-金融 | 0.52% | — | — | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | — | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.51% | — | — | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.50% | — | — | |
| 49 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.49% | +0.12% | — | |
| 50 | ACN | Accenture plc | 株式-IT | 0.47% | — | — |