CIK: 0001765690
申告総資産額
$12.9億
上位200銘柄を表示中（全468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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 5.70% | -0.67% | +13.20% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.98% | +0.12% | +12.94% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.80% | — | +6.42% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.25% | -0.47% | +0.19% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.24% | +0.33% | +15.81% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.24% | -0.19% | +2.77% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 2.03% | — | +15.10% | |
| 8 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 2.00% | — | +13.07% | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.98% | +0.04% | +15.59% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 1.96% | -0.22% | -6.65% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.90% | — | +15.02% | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.90% | — | +17.25% | |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 1.75% | +0.03% | +15.95% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.65% | — | +2.52% | |
| 15 | BSCV | Invesco Bulletshares 2031 Cb | ETF-その他 | 1.60% | +0.05% | +20.43% | |
| 16 | JPEF | Jpmorgan Equity Focus ETF | ETF-その他 | 1.49% | -0.16% | +9.70% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.48% | -0.18% | -13.74% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | — | -15.73% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.02% | -0.09% | -22.31% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.98% | — | +4.23% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.96% | — | -5.58% | |
| 22 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.88% | -0.17% | -3.19% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.88% | — | -26.34% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | +0.14% | +1.13% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | — | +4.78% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.77% | — | +0.44% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.77% | +0.50% | +61.04% | |
| 28 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.74% | +0.07% | -0.35% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.73% | +0.07% | +3.17% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.70% | — | +82.99% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.70% | — | +29.72% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.69% | — | -2.48% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | — | +41.07% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | — | -4.28% | |
| 35 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.62% | — | -18.55% | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.60% | -0.08% | +251.34% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.33% | -25.06% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.55% | -0.09% | -3.07% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +9.51% | |
| 40 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.47% | — | +2.96% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.46% | — | +5.65% | |
| 42 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.45% | — | -1.91% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.12% | +0.34% | |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.43% | — | +0.23% | |
| 45 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 0.43% | -0.08% | -3.86% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.43% | — | -3.38% | |
| 47 | DUK | Duke Energy CORP | 株式-公益事業 | 0.42% | — | -2.01% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.41% | — | +3.67% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.41% | — | -6.39% | |
| 50 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.39% | +0.16% | +10.74% |