CIK: 0001548059
申告総資産額
$2.7億
上位200銘柄を表示中（全268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 | 6.34% | -0.75% | -2.15% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.72% | -0.78% | -2.65% | |
| 3 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 3.69% | -1.23% | +12.39% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.47% | -0.30% | -3.32% | |
| 5 | UYLD | Angel Oak Ultrashort Income | ETF-その他 | 2.12% | — | -1.52% | |
| 6 | FNV | Franco-nevada CORP | 株式-素材 | 2.05% | +0.62% | +5.61% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.88% | -0.36% | -3.76% | |
| 8 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 1.76% | -0.21% | +1.79% | |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 1.69% | — | -2.67% | |
| 10 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.40% | +0.40% | +2.41% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.27% | -0.22% | -0.16% | |
| 12 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 1.21% | +0.06% | +0.48% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | — | -3.92% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.13% | — | +1.20% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.06% | — | -14.10% | |
| 16 | DGCB | Dimensional Global Credit | ETF-その他 | 1.05% | — | -21.20% | |
| 17 | CEG | Constellation Energy | 株式-公益事業 | 1.02% | -0.80% | +0.82% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.99% | — | -7.29% | |
| 19 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.99% | — | +21.10% | |
| 20 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.99% | — | -1.69% | |
| 21 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.94% | — | -0.57% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +0.13% | -4.13% | |
| 23 | CCJ | Cameco CORP | 株式-エネルギー | 0.89% | -0.28% | +9.97% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.82% | — | -3.53% | |
| 25 | HP | Helmerich & Payne | 株式-エネルギー | 0.81% | -0.59% | -22.82% | |
| 26 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.76% | +0.10% | +0.33% | |
| 27 | OKLO | Oklo INC | 株式-公益事業 | 0.75% | -0.64% | -15.77% | |
| 28 | AMD | Advanced Micro Devices | 株式-IT | 0.74% | — | -0.60% | |
| 29 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.70% | — | -2.12% | |
| 30 | FDD | First Trust Stoxx Europe | ETF-その他 | 0.70% | — | -1.19% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | -10.70% | |
| 32 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.68% | — | -1.95% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | — | +2.20% | |
| 34 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 0.67% | — | +0.09% | |
| 35 | CPER | United States Copper Index | ETF-大型株・グロース | 0.66% | -0.66% | EXIT | |
| 36 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.65% | -0.54% | -5.47% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | — | -3.49% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.60% | — | +69.89% | |
| 39 | SII | Sprott INC | 株式-その他 | 0.60% | +0.22% | +17.60% | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.57% | — | -3.10% | |
| 41 | MP | Mp Materials CORP | 株式-素材 | 0.56% | -0.44% | +2.48% | |
| 42 | APP | Applovin Corp-class A | 株式-IT | 0.54% | -0.26% | -0.15% | |
| 43 | CGUS | Cap Group Core Equity | ETF-その他 | 0.53% | — | +8.32% | |
| 44 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 0.51% | — | -12.71% | |
| 45 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 0.51% | — | +2.09% | |
| 46 | NUE | Nucor CORP | 株式-素材 | 0.49% | — | — | |
| 47 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.48% | — | +28.45% | |
| 48 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.48% | — | +39.51% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.47% | — | -0.93% | |
| 50 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.46% | — | +0.49% |