CIK: 0001765690
申告総資産額
$12.9億
上位200銘柄を表示中(全418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 | 3.59% | -0.19% | +15.20% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 3.18% | -0.22% | +1.47% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.77% | -0.09% | -0.45% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.61% | -0.47% | +5.18% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.07% | +0.12% | +34.56% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.81% | — | -1.29% | |
| 7 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 1.73% | — | +8.89% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.70% | — | +934.16% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | — | +2.91% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.48% | — | +96.57% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.46% | — | -10.07% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | — | +17.71% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | +0.14% | +1.56% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.31% | -0.18% | +144.14% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.30% | — | -2.56% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.20% | — | -2.19% | |
| 17 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 1.16% | — | -5.91% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.11% | -0.17% | +7.33% | |
| 19 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 1.02% | — | +65.43% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.00% | — | +0.81% | |
| 21 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.97% | +0.07% | +13.53% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.97% | +0.33% | +174.82% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.93% | — | +0.41% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.82% | — | +4.90% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | +94.02% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.72% | — | -0.82% | |
| 27 | JPLD | Jpmorgan LTD Duration ETF | ETF-その他 | 0.72% | — | -4.58% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.72% | — | +1.39% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.70% | +0.07% | -3.55% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.70% | — | -16.39% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | -0.33% | +4.51% | |
| 32 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.66% | — | -1.46% | |
| 33 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 0.63% | -0.08% | +21.97% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +45.32% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | -3.36% | |
| 36 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.60% | -0.09% | -26.24% | |
| 37 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.60% | — | +108.99% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.59% | — | -19.68% | |
| 39 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.59% | — | +104.91% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | — | -1.36% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.58% | +0.16% | +3.11% | |
| 42 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 0.58% | — | +78.88% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.58% | — | +1.56% | |
| 44 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.57% | +0.04% | +139.30% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | -2.00% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.57% | — | -2.32% | |
| 47 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.56% | — | +74.79% | |
| 48 | DUK | Duke Energy CORP | 株式-公益事業 | 0.55% | — | +39.50% | |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.55% | — | +1.57% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.12% | +13.10% |