CIK: 0001796874
申告総資産額
$14.6億
上位200銘柄を表示中（全281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 | 17.35% | -0.14% | +228.79% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.66% | -2.68% | +53.05% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.47% | -0.79% | +270.49% | |
| 4 | AMD | Advanced Micro Devices | 株式-IT | 4.33% | +0.18% | +124.57% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.08% | +0.13% | +187.96% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.40% | — | +20.90% | |
| 7 | GTO | Invesco Total Return Bond Et | ETF-その他 | 2.33% | -0.08% | +206.94% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.22% | -0.02% | +38.95% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.07% | +0.10% | +95.92% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.88% | — | +39.76% | |
| 11 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.44% | — | — | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.38% | — | +90.59% | |
| 13 | FMB | First Trust Managed Municipa | ETF-その他 | 1.37% | — | +476.91% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | +0.33% | +4562.65% | |
| 15 | IQLT | Ishares Msci International Q | ETF-その他 | 1.30% | — | +140.38% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.30% | — | +99.15% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.28% | -0.44% | +18.47% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.27% | — | +478.32% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.11% | — | +5.72% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.79% | +0.08% | -38.35% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.72% | — | +24.02% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | — | +5.26% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | +32.13% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.65% | — | -0.83% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.65% | — | -13.53% | |
| 26 | GOF | Guggenheim Strategic Opport | 株式-その他 | 0.63% | +0.01% | +995.92% | |
| 27 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.63% | — | +188.51% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +31.33% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.59% | — | +0.86% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.58% | — | -5.18% | |
| 31 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-その他 | 0.58% | — | +90.64% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.56% | — | +51.63% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.52% | -0.10% | +14.61% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | — | +39.97% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.51% | — | +10.01% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.51% | — | +64.94% | |
| 37 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.49% | — | +240.50% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.48% | — | +2.91% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.47% | — | +12.76% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.43% | — | +6.35% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.38% | — | +185.32% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.37% | — | +29.86% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.36% | — | +173.78% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | -0.18% | +2494.61% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.34% | — | +230.48% | |
| 46 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.34% | — | +31.03% | |
| 47 | XPOF | Xponential Fitness Inc-a | 株式-その他 | 0.33% | — | +236.88% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | -0.06% | +43.03% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | +3.15% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.29% | — | +51.05% |