CIK: 0001696628
申告総資産額
$10.5億
上位200銘柄を表示中（全240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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.69% | -0.16% | +0.51% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 5.68% | — | +1.25% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.60% | +1.31% | +4.51% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.99% | — | -4.16% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.88% | -0.02% | -3.70% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.80% | — | +12.83% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 3.06% | +0.23% | +45.02% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.96% | +1.27% | -44.13% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.86% | +0.18% | +16.48% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.60% | -0.19% | -4.50% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.13% | -0.32% | -0.27% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.04% | -0.06% | -0.77% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | -0.17% | -2.36% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.68% | — | +0.31% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.66% | -0.34% | +2.87% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.64% | -0.10% | +1.21% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.62% | — | +2.38% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.59% | -2.72% | +48.10% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | -0.12% | -0.10% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.33% | -0.03% | -8.80% | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 1.27% | — | — | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.23% | — | -11.18% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.16% | -0.16% | +0.36% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.14% | -0.07% | +0.60% | |
| 25 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.09% | -0.29% | +17.69% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.07% | — | +8.01% | |
| 27 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.06% | -0.41% | +10.79% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 1.03% | -0.15% | +0.20% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 1.00% | -0.12% | +15.82% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.93% | — | -23.79% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | -0.09% | -2.78% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.88% | — | -2.76% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.80% | -0.13% | +2.34% | |
| 34 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.77% | +0.41% | — | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 0.76% | — | +0.54% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | -0.05% | +2.60% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | +4.04% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.72% | — | -3.65% | |
| 39 | PGR | Progressive CORP | 株式-金融 | 0.57% | — | -4.92% | |
| 40 | BLK | Blackrock INC | 株式-金融 | 0.56% | -0.05% | +1.15% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.51% | +0.07% | -1.11% | |
| 42 | BX | Blackstone INC | 株式-金融 | 0.51% | -0.15% | +2.71% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +1.12% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.46% | — | +1.38% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.45% | +0.09% | +16.21% | |
| 46 | MBB | Ishares Mbs ETF | ETF-その他 | 0.43% | — | +5.12% | |
| 47 | GS | Goldman Sachs Group INC | 株式-金融 | 0.43% | — | +1.30% | |
| 48 | VLO | Valero Energy CORP | 株式-エネルギー | 0.41% | +0.24% | -2.93% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.41% | — | -0.32% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.40% | -0.36% | +4.96% |