CIK: 0001796874
申告総資産額
$14.6億
上位200銘柄を表示中（全327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 | 16.53% | -0.14% | -0.54% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.59% | -2.68% | +1.43% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.38% | -0.79% | +5.22% | |
| 4 | AMD | Advanced Micro Devices | 株式-IT | 6.24% | +0.18% | +2.58% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.43% | — | +35.14% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.87% | +0.13% | -1.30% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.49% | +0.10% | +1.33% | |
| 8 | GTO | Invesco Total Return Bond Et | ETF-その他 | 2.12% | -0.08% | +4.00% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.85% | — | -0.59% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.85% | +0.08% | +0.92% | |
| 11 | IQLT | Ishares Msci International Q | ETF-その他 | 1.49% | — | +0.61% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.46% | +0.33% | +23.88% | |
| 13 | FMB | First Trust Managed Municipa | ETF-その他 | 1.28% | — | +9.60% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.27% | — | +1.65% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.27% | -0.44% | -2.19% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.21% | -0.02% | -2.22% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.13% | — | +0.84% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.11% | — | +0.88% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.04% | — | -13.77% | |
| 20 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.94% | — | -2.79% | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.87% | +0.33% | +12.06% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 0.67% | — | +22.10% | |
| 23 | GOF | Guggenheim Strategic Opport | 株式-その他 | 0.67% | +0.01% | +5.00% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | +3.16% | |
| 25 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.57% | — | -1.28% | |
| 26 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.51% | — | -6.86% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | — | -2.05% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | — | -0.54% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.49% | — | +215.47% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.49% | — | +94.53% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.45% | — | -10.64% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.43% | — | -13.24% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.43% | — | +77.86% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.42% | — | -23.73% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.42% | — | -22.09% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | -0.18% | +3.90% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.40% | -0.08% | +44.82% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.38% | — | -27.95% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.37% | — | -30.90% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | — | +1.28% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.37% | — | +4.04% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.36% | -0.59% | +25.57% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | — | +0.06% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.35% | — | +0.60% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.34% | — | +87.12% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.34% | — | +14.72% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | -0.06% | +19.59% | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.33% | — | +36.12% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.33% | -0.10% | -30.14% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | — | -7.35% |