CIK: 0001796874
申告総資産額
$14.6億
上位200銘柄を表示中（全358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 | 15.11% | -0.14% | +0.01% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.33% | -0.79% | -0.25% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.05% | -2.68% | -1.88% | |
| 4 | AMD | Advanced Micro Devices | 株式-IT | 5.67% | +0.18% | -0.32% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 5.35% | +0.08% | +22.33% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.21% | — | +3.37% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.52% | +0.10% | +0.11% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.02% | +0.13% | -9.17% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.82% | — | +2.43% | |
| 10 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.81% | -0.08% | +5.44% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.80% | +0.33% | -11.21% | |
| 12 | IQLT | Ishares Msci International Q | ETF-その他 | 1.44% | — | +2.78% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.21% | — | +0.63% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.19% | -0.02% | -1.00% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.11% | — | +2.75% | |
| 16 | GOF | Guggenheim Strategic Opport | 株式-その他 | 1.11% | +0.01% | +36.27% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.09% | -0.44% | -11.37% | |
| 18 | FMB | First Trust Managed Municipa | ETF-その他 | 1.02% | — | +6.25% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.01% | — | +41.46% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.01% | — | -1.63% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.87% | +0.18% | +200.61% | |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.87% | +0.33% | +13.16% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | -0.59% | +71.35% | |
| 24 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.82% | — | -2.83% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.81% | — | -9.30% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | — | +6.80% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.60% | — | +16.97% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | — | +21.35% | |
| 29 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.50% | -0.38% | +1.73% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.46% | — | +24.19% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | +1.65% | |
| 32 | TPC | Tutor Perini CORP | 株式-その他 | 0.43% | -0.39% | -6.44% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | -0.18% | -1.77% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.40% | — | +124.08% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | — | -1.08% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.40% | — | +14.19% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.39% | — | -0.13% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.38% | — | -3.01% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | -0.06% | -0.41% | |
| 40 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 0.35% | — | +2.22% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.33% | — | +3.91% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.32% | — | +1.74% | |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.32% | — | +53.98% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.31% | -0.08% | +0.84% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.31% | — | +1.40% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.31% | — | -6.11% | |
| 47 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 0.30% | — | +55.16% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.29% | — | -8.63% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | — | +0.02% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.29% | — | +16.25% |