CIK: 0001696628
申告総資産額
$10.5億
上位200銘柄を表示中（全243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 | 6.48% | -0.16% | -0.26% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 5.57% | — | +1.18% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 4.32% | — | +16.25% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.10% | +1.31% | -22.39% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.71% | -0.02% | -3.14% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.45% | — | -9.74% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.20% | -0.19% | +10.12% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.14% | -0.06% | +55.30% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.87% | +1.27% | -0.15% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.84% | -2.72% | +80.95% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.83% | +0.18% | +3.88% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.61% | +0.23% | -6.50% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.00% | -0.32% | -0.05% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.77% | -0.17% | -0.02% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.74% | -0.10% | -0.37% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.63% | — | -1.18% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.57% | — | +2.32% | |
| 18 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 1.45% | +0.41% | +76.23% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.44% | -0.16% | +0.75% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.44% | -0.12% | +0.05% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.32% | -0.29% | +15.80% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.31% | -0.03% | -2.19% | |
| 23 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 1.24% | — | +1.49% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.16% | — | -2.21% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.15% | -0.07% | +0.29% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 1.07% | -0.12% | -0.53% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.02% | — | -0.86% | |
| 28 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 1.01% | +0.56% | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | -0.05% | -0.12% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | -0.15% | -1.38% | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.85% | — | +0.38% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.09% | -1.38% | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 0.77% | — | -1.35% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.71% | — | -18.45% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.71% | — | -0.09% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.71% | -0.13% | +0.32% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.66% | — | -7.21% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.64% | -0.10% | +207.04% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.61% | -0.34% | -63.86% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | — | +0.51% | |
| 41 | BLK | Blackrock INC | 株式-金融 | 0.56% | -0.05% | +0.30% | |
| 42 | HIMU | Ishares High Yild Muni A ETF | ETF-その他 | 0.55% | -0.27% | +164.84% | |
| 43 | BX | Blackstone INC | 株式-金融 | 0.53% | -0.15% | +1.51% | |
| 44 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.51% | -0.41% | -46.91% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.49% | +0.07% | +0.10% | |
| 46 | PGR | Progressive CORP | 株式-金融 | 0.47% | — | -0.14% | |
| 47 | VLO | Valero Energy CORP | 株式-エネルギー | 0.47% | +0.24% | -0.07% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.44% | — | +0.35% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.44% | +0.09% | — | |
| 50 | MBB | Ishares Mbs ETF | ETF-その他 | 0.42% | — | +4.70% |