CIK: 0001765690
申告総資産額
$12.9億
上位200銘柄を表示中（全248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 | AAPL | Apple INC | 株式-IT | 5.86% | -0.19% | +0.80% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 4.58% | -0.22% | -2.08% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.93% | +0.14% | -0.78% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.81% | — | -3.74% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.51% | — | +66.37% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.59% | — | -0.47% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.35% | — | +1.79% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.27% | — | -0.13% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.07% | -0.47% | +2.76% | |
| 10 | CDC | Victoryshares US Eq Income E | ETF-その他 | 1.69% | — | +9.97% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.64% | — | +74.22% | |
| 12 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 1.62% | -0.29% | EXIT | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.48% | +0.07% | +8.65% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | — | +10.63% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | — | -3.46% | |
| 16 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 1.16% | — | +9.09% | |
| 17 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 1.08% | — | +19.69% | |
| 18 | ✓ | Transamerica ETF Tr | ETF-その他 | 1.07% | — | +4.91% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.05% | — | +2.35% | |
| 20 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 0.99% | — | -1.82% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 0.95% | — | +1.33% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.84% | — | +11.79% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.84% | — | +4.14% | |
| 24 | BX | Blackstone INC | 株式-金融 | 0.83% | — | +5.29% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.83% | — | +0.60% | |
| 26 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 0.81% | — | -7.59% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.81% | — | -2.64% | |
| 28 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.73% | -0.17% | +21.84% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.73% | — | -4.10% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | -0.09% | +1.54% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.33% | +3.97% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.69% | — | +7.00% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | +37.80% | |
| 34 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.62% | — | +400.19% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.12% | +3.24% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.59% | — | -12.44% | |
| 37 | QSIG | Wisdomtree US Short Term Cor | ETF-その他 | 0.59% | — | -45.53% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.59% | — | +7.61% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.58% | — | +0.37% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.56% | — | -1.17% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | +1.35% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | — | +4.60% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.54% | — | +6.47% | |
| 44 | AMAT | Applied Materials INC | 株式-IT | 0.54% | — | +368.78% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.52% | — | -1.77% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | +10.71% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.48% | — | +0.21% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.48% | — | -9.38% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +1.60% | |
| 50 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.48% | +0.16% | — |