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 | 5.83% | -0.19% | +0.81% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 4.45% | -0.22% | -2.02% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.94% | +0.14% | -0.19% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.93% | — | +13.44% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.74% | — | -1.53% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.55% | — | -0.71% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.35% | — | +0.73% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.17% | -0.47% | +5.01% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.99% | — | +24.09% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.93% | — | -13.40% | |
| 11 | CDC | Victoryshares US Eq Income E | ETF-その他 | 1.83% | — | +8.05% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.71% | +0.07% | +10.61% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | — | +6.96% | |
| 14 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 1.57% | -0.29% | EXIT | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.34% | — | +0.73% | |
| 16 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 1.28% | — | +14.58% | |
| 17 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 1.22% | — | +7.10% | |
| 18 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 1.00% | — | -1.93% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.98% | — | -6.05% | |
| 20 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 0.95% | — | +18.99% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 0.92% | — | -1.72% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.86% | -0.09% | +2.74% | |
| 23 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.86% | — | +35.80% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.82% | — | -3.42% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.81% | — | +0.41% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | — | -3.05% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.80% | — | -4.77% | |
| 28 | ✓ | Transamerica ETF Tr | ETF-その他 | 0.79% | — | -24.43% | |
| 29 | BX | Blackstone INC | 株式-金融 | 0.78% | — | +1.36% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | -0.33% | +17.13% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.71% | — | -1.33% | |
| 32 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.70% | -0.17% | -0.43% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.68% | — | +3.87% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.65% | — | -3.66% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -4.11% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.62% | +0.33% | +76.15% | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.58% | — | +1.68% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.58% | — | -0.10% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.58% | +0.16% | +21.94% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | -0.29% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.54% | — | -6.02% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.53% | — | -2.23% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.52% | — | -1.30% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.51% | — | -0.66% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.51% | — | -0.26% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | +6.59% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.47% | — | -1.96% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.12% | -22.95% | |
| 49 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.46% | — | +36.58% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.45% | — | -0.87% |