CIK: 0001774086
申告総資産額
$4.6億
上位200銘柄を表示中（全230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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.49% | +0.26% | -12.05% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.50% | — | -17.19% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.51% | -0.11% | -28.74% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.41% | — | +1.87% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.37% | — | -26.58% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.13% | — | -13.68% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.03% | +0.34% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.76% | — | -23.85% | |
| 9 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.61% | — | -1.69% | |
| 10 | SWAN | Amplify Blckswn Grow Trsry | ETF-その他 | 1.47% | — | -0.87% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.43% | — | +83.52% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.37% | -0.21% | EXIT | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | -0.05% | -0.25% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.25% | -0.08% | +9.36% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.23% | — | -28.02% | |
| 16 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 1.23% | — | +1.45% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.23% | +0.01% | -6.78% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.23% | — | -1.11% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.22% | — | -3.22% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.12% | — | +6.12% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.12% | — | -62.38% | |
| 22 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 1.10% | — | — | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.07% | — | -9.14% | |
| 24 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.06% | — | -1.76% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.06% | +0.42% | -25.66% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.06% | +0.19% | NEW | |
| 27 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.05% | — | +7.60% | |
| 28 | ADBE | Adobe INC | 株式-IT | 1.02% | -0.59% | EXIT | |
| 29 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.99% | — | -5.63% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | +0.30% | +8.57% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.97% | — | -5.38% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.97% | +0.10% | +5.54% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.93% | — | -4.19% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.86% | +0.19% | +14.07% | |
| 35 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.85% | — | +0.95% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | +2.70% | |
| 37 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.79% | — | -14.72% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.78% | — | +139.22% | |
| 39 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.77% | — | +1.93% | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.74% | — | -66.75% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.72% | — | +1.83% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.72% | — | +21.58% | |
| 43 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.69% | — | +13.87% | |
| 44 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.69% | — | -7.84% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.68% | +0.40% | +14.63% | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.67% | — | +9.06% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.65% | — | +39.57% | |
| 48 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.61% | — | -3.29% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.60% | — | -2.18% | |
| 50 | VTV | Vanguard Value ETF | ETF-その他 | 0.59% | — | -1.09% |