CIK: 0001654175
申告総資産額
$18.7億
上位200銘柄を表示中（全283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 | IAU | Ishares Gold Trust | ETF-コモディティ | 14.22% | -2.36% | +9.83% | |
| 2 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.37% | -0.06% | -14.14% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 6.32% | -1.32% | +2.77% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.12% | — | +91.08% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.64% | -0.17% | -6.99% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.56% | — | +160.21% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.97% | — | -52.96% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.77% | -1.79% | +127.90% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.53% | — | -1.40% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.53% | — | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.28% | — | +4.00% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.94% | — | +547.07% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.92% | — | +24.39% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.43% | — | +2.45% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | — | -0.28% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.17% | — | — | |
| 17 | AAAU | Goldman Sachs Physical Gold | ETF-コモディティ | 1.12% | +0.74% | -0.03% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.05% | — | -2.70% | |
| 19 | GLP | Global Partners LP | 株式-その他 | 0.98% | — | +183.73% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.93% | — | -0.82% | |
| 21 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.76% | — | +0.67% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.73% | — | +0.05% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.72% | — | -4.52% | |
| 24 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.71% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | +0.78% | |
| 26 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.62% | — | -35.87% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | — | -2.01% | |
| 28 | BX | Blackstone INC | 株式-金融 | 0.57% | — | +2.11% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.56% | — | +300.78% | |
| 30 | UGL | Proshares Ultra Gold | ETF-コモディティ | 0.56% | — | +92.67% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | — | +0.16% | |
| 32 | GS | Goldman Sachs Group INC | 株式-金融 | 0.53% | — | +0.05% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +39.45% | |
| 34 | ADI | Analog Devices INC | 株式-IT | 0.50% | — | -16.21% | |
| 35 | CRAK | Vaneck Oil Refiners ETF | ETF-その他 | 0.45% | — | +19.68% | |
| 36 | KKR | Kkr & Co INC | 株式-金融 | 0.45% | — | +0.28% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | +9.27% | |
| 38 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.45% | — | +1608.48% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.44% | — | +34.36% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.44% | — | +656.48% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.42% | +0.28% | NEW | |
| 42 | LRCXEUR | Lam Research CORP | 株式-IT | 0.42% | — | +828.86% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.42% | — | +245.49% | |
| 44 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.41% | — | — | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | — | +311.58% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.37% | — | -0.65% | |
| 47 | UBER | Uber Technologies INC | 株式-資本財 | 0.34% | — | -0.04% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | — | +98.31% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.33% | — | +236.74% | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.31% | — | -54.43% |