CIK: 0001661149
申告総資産額
$1.2億
上位200銘柄を表示中(全468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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.47% | — | +22.10% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.69% | — | -1.96% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.85% | — | +4.79% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.09% | — | -0.22% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.97% | — | -0.59% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.53% | — | +9.03% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.05% | — | +82.07% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.31% | — | -3.49% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.20% | — | -2.74% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.12% | — | -2.65% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.11% | — | -0.83% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.08% | — | +13.82% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | — | +0.88% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.96% | — | +6.29% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | +1.49% | |
| 16 | ARKK | Ark Innovation ETF | ETF-その他 | 0.90% | — | +21.69% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | -2.30% | |
| 18 | AVDE | Avantis International Equity | ETF-その他 | 0.81% | — | +15.06% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | +8.54% | |
| 20 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.74% | — | +2.39% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | — | +0.09% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.68% | — | +295.19% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.65% | — | +3.65% | |
| 24 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.62% | — | +9.98% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.61% | — | +2.60% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.59% | — | +12.79% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | — | +7.06% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.58% | — | +5.94% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.55% | — | -0.08% | |
| 30 | ODFL | Old Dominion Freight Line | 株式-資本財 | 0.54% | — | -1.64% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | +0.86% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.53% | — | +44.12% | |
| 33 | EVRG | Evergy INC | 株式-公益事業 | 0.51% | — | -4.71% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.50% | — | — | |
| 35 | LRCXEUR | Lam Research CORP | 株式-IT | 0.50% | — | -12.86% | |
| 36 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.50% | — | -13.88% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.49% | — | -4.08% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | -2.32% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.48% | — | +5.52% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | -7.16% | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.45% | — | +0.10% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.45% | — | -2.80% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.44% | — | +96.98% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.42% | — | -2.50% | |
| 45 | MCO | Moody's CORP | 株式-金融 | 0.42% | — | +0.49% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | +7.62% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | -7.52% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | +6.07% | |
| 49 | PSQUSD | Proshares Short Qqq | ETF-その他 | 0.41% | — | +9.12% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.40% | — | -0.87% |