CIK: 0001801523
申告総資産額
$12.6億
上位200銘柄を表示中（全451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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.94% | -0.30% | +0.67% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 4.14% | -0.02% | +8.60% | |
| 3 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 3.85% | +0.25% | +12.44% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.33% | -0.50% | -6.43% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.16% | -0.12% | -4.16% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.09% | — | +38.38% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.66% | +0.30% | +12.62% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.49% | -0.14% | +10.53% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-その他 | 2.36% | +0.38% | +14.92% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.88% | — | +10.98% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.72% | -0.30% | +5.69% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.66% | -0.32% | -3.63% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.64% | — | +1.63% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.54% | -0.05% | +1.85% | |
| 15 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.49% | -0.16% | -37.80% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.21% | — | -0.89% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.20% | — | +78.88% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.02% | -0.05% | +6.51% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.00% | +0.29% | +16.09% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | -7.16% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.94% | — | +10.32% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.94% | — | +4.85% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.91% | — | +2.48% | |
| 24 | CLIP | Global X 1-3 Month T-bill | ETF-その他 | 0.89% | -0.05% | +1.49% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.88% | -0.69% | +9.12% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | +0.53% | -24.37% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | -0.06% | +18.39% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.78% | — | +14.10% | |
| 29 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 0.63% | — | -30.83% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.62% | +0.09% | +230.66% | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.58% | -0.07% | +9.81% | |
| 32 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.58% | -0.06% | +3.67% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.56% | — | +21.82% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.55% | -0.10% | -1.15% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.54% | — | +12.72% | |
| 36 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.53% | — | -26.81% | |
| 37 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.51% | -0.07% | -2.19% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.50% | -0.78% | +72.80% | |
| 39 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.50% | — | -3.44% | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.50% | — | -2.93% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.49% | — | +5.16% | |
| 42 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.49% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | -0.06% | -2.77% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.46% | — | +18.85% | |
| 45 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.46% | — | -64.20% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.44% | — | +0.99% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | +22.61% | |
| 48 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.43% | — | +30.47% | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.43% | — | -32.87% | |
| 50 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.42% | — | +0.83% |