CIK: 0001068804
申告総資産額
$8.6億
上位200銘柄を表示中（全903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 | BKUI | Bny Mellon Ultr Shrt INC ETF | ETF-その他 | 13.70% | -1.10% | +1.69% | |
| 2 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 13.53% | -1.21% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.51% | -1.57% | -0.42% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 11.12% | -0.69% | -0.19% | |
| 5 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 10.24% | -0.82% | +1.70% | |
| 6 | FNK | First Trust Mid Cap Value | ETF-その他 | 10.03% | -0.56% | -0.32% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 9.06% | -0.70% | +0.12% | |
| 8 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 7.40% | -4.08% | — | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.17% | -0.30% | -1.29% | |
| 10 | AAPL | Apple INC | 株式-IT | 0.85% | -0.12% | -1.41% | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.77% | -0.16% | +63.20% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.77% | -0.10% | -1.49% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.40% | -0.04% | -2.29% | |
| 14 | FSS | Federal Signal CORP | 株式-資本財 | 0.32% | -0.05% | — | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.32% | — | +0.07% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 0.27% | +0.01% | +0.75% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.21% | -0.05% | -8.21% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.19% | — | +13.36% | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 0.19% | +0.03% | +0.29% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.19% | — | -27.73% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.17% | — | -69.42% | |
| 22 | LUV | Southwest Airlines Co | 株式-資本財 | 0.17% | -0.08% | -3.76% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.16% | -0.02% | -0.20% | |
| 24 | ETHA | Ishares Ethereum Trust ETF | ETF-その他 | 0.15% | -0.04% | +317.26% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.13% | -0.02% | -27.51% | |
| 26 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.13% | -0.04% | -1.27% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.13% | — | -5.96% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.13% | -0.03% | +1.75% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.12% | — | -97.05% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.11% | -0.06% | -26.37% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.11% | -0.02% | -17.77% | |
| 32 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.10% | -0.04% | -22.44% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.09% | — | +5.79% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | -0.01% | -6.02% | |
| 35 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 0.08% | — | -99.44% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.07% | — | +0.75% | |
| 37 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 0.07% | — | -99.30% | |
| 38 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.07% | — | +4.07% | |
| 39 | ARKK | Ark Innovation ETF | ETF-その他 | 0.07% | -0.02% | -39.88% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.07% | — | +3.56% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.06% | — | +2.03% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.06% | — | +1.30% | |
| 43 | DAL | Delta Air Lines INC | 株式-資本財 | 0.06% | — | +21.82% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.05% | +0.01% | +0.86% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.05% | +7.29% | -1.21% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.05% | — | +1.88% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.05% | — | -2.76% | |
| 48 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.05% | — | -18.72% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.05% | -0.02% | +5.60% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.04% | -0.01% | +2.65% |