CIK: 0001548059
申告総資産額
$2.7億
上位200銘柄を表示中（全262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 | AAPL | Apple INC | 株式-IT | 6.10% | -0.75% | -2.86% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.91% | -0.78% | -1.73% | |
| 3 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 2.87% | -1.23% | +164.39% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.45% | -0.30% | -0.33% | |
| 5 | UYLD | Angel Oak Ultrashort Income | ETF-その他 | 2.17% | — | +1.97% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.11% | -0.36% | +1.93% | |
| 7 | FNV | Franco-nevada CORP | 株式-素材 | 2.10% | +0.62% | +0.64% | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 1.73% | — | -4.60% | |
| 9 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 1.72% | -0.21% | +6.59% | |
| 10 | OKLO | Oklo INC | 株式-公益事業 | 1.39% | -0.64% | +13.19% | |
| 11 | DGCB | Dimensional Global Credit | ETF-その他 | 1.37% | — | +470.91% | |
| 12 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.37% | +0.40% | -2.97% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.24% | -0.22% | +0.43% | |
| 14 | FTCS | First Trust Capital Strength | ETF-その他 | 1.18% | +1.05% | NEW | |
| 15 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 1.15% | +0.06% | -0.34% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.08% | — | -2.24% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.05% | — | -34.86% | |
| 18 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.99% | — | -0.30% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.13% | +0.43% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | — | -0.26% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.97% | — | +0.16% | |
| 22 | CEG | Constellation Energy | 株式-公益事業 | 0.95% | -0.80% | +2.58% | |
| 23 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.92% | — | +0.22% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.82% | — | +8.99% | |
| 25 | HP | Helmerich & Payne | 株式-エネルギー | 0.82% | -0.59% | +85.90% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | -8.55% | |
| 27 | CCJ | Cameco CORP | 株式-エネルギー | 0.75% | -0.28% | -2.33% | |
| 28 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.74% | +0.10% | -2.27% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | -6.28% | |
| 30 | MP | Mp Materials CORP | 株式-素材 | 0.73% | -0.44% | +54.32% | |
| 31 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.73% | — | — | |
| 32 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.72% | — | +0.02% | |
| 33 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.72% | — | -11.02% | |
| 34 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 0.67% | — | -1.75% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | — | — | |
| 36 | FDD | First Trust Stoxx Europe | ETF-その他 | 0.65% | — | -0.18% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | — | -9.43% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | +0.16% | +32.48% | |
| 39 | APP | Applovin Corp-class A | 株式-IT | 0.58% | -0.26% | +73.29% | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.58% | — | -0.03% | |
| 41 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.57% | — | +56.82% | |
| 42 | AMD | Advanced Micro Devices | 株式-IT | 0.57% | — | +1.74% | |
| 43 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 0.55% | — | +3.56% | |
| 44 | CPER | United States Copper Index | ETF-大型株・グロース | 0.54% | -0.66% | EXIT | |
| 45 | CGUS | Cap Group Core Equity | ETF-その他 | 0.49% | — | +15.69% | |
| 46 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 0.48% | — | -0.61% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.47% | — | +0.10% | |
| 48 | LEU | Centrus Energy Corp-class A | 株式-エネルギー | 0.47% | — | — | |
| 49 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.46% | — | +1.58% | |
| 50 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.46% | -0.54% | -0.99% |