CIK: 0001796874
申告総資産額
$14.6億
上位200銘柄を表示中（全272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 | 16.12% | -0.14% | -0.66% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.60% | -2.68% | -3.35% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.05% | -0.79% | +5.58% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.83% | +0.13% | -5.83% | |
| 5 | AMD | Advanced Micro Devices | 株式-IT | 3.32% | +0.18% | -24.67% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-その他 | 2.97% | -0.08% | +25.54% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.72% | — | +6.34% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.51% | -0.02% | -5.75% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.24% | +0.10% | +7.20% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.02% | — | -0.76% | |
| 11 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.66% | — | -0.19% | |
| 12 | FMB | First Trust Managed Municipa | ETF-その他 | 1.52% | — | +8.16% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.41% | — | +2.50% | |
| 14 | IQLT | Ishares Msci International Q | ETF-その他 | 1.41% | — | -6.68% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.38% | — | -10.49% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.32% | — | +5.01% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.30% | — | -10.62% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.06% | -0.44% | -16.20% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | +0.33% | -23.39% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.84% | +0.08% | -11.37% | |
| 21 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.75% | — | +11.36% | |
| 22 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.74% | — | -3.41% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | +8.03% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.71% | — | +9.06% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.71% | — | +8.28% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.71% | — | +6.22% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.66% | — | +16.50% | |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.62% | — | -22.27% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | — | -3.64% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | -4.96% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.60% | — | +21.72% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.59% | — | +1.35% | |
| 33 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-その他 | 0.57% | — | +6.53% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.54% | -0.10% | +1.72% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.51% | — | +10.66% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.50% | — | +19.98% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.49% | — | +22.30% | |
| 38 | GOF | Guggenheim Strategic Opport | 株式-その他 | 0.49% | +0.01% | -21.64% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.48% | — | -5.77% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.43% | — | -40.78% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.43% | — | +444.02% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.40% | — | -2.44% | |
| 43 | XPOF | Xponential Fitness Inc-a | 株式-その他 | 0.40% | — | -4.52% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | -0.06% | +0.53% | |
| 45 | HYXF | Ishares Esg Adv High Yield | ETF-ハイイールド債 | 0.36% | — | +41.54% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.35% | — | +3.46% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | -0.18% | +2.63% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.34% | — | +59.94% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | — | -7.66% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.33% | — | -7.53% |