CIK: 0001796874
申告総資産額
$14.6億
上位200銘柄を表示中（全371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 | 11.77% | -0.14% | -0.71% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.41% | -0.79% | +2.20% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 8.20% | +0.08% | +1.19% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 7.51% | -2.68% | +0.25% | |
| 5 | AMD | Advanced Micro Devices | 株式-IT | 3.48% | +0.18% | -6.36% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.68% | +0.10% | +1.57% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.57% | — | -11.14% | |
| 8 | GOF | Guggenheim Strategic Opport | 株式-その他 | 2.49% | +0.01% | +19.36% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.92% | +0.33% | +6.66% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.78% | +0.33% | -11.16% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.56% | — | +7.90% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.24% | — | +7.11% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.17% | — | +6.37% | |
| 14 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.15% | -0.08% | +11.51% | |
| 15 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.05% | -0.06% | +39.82% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.99% | — | +5.65% | |
| 17 | IQLT | Ishares Msci International Q | ETF-その他 | 0.98% | — | +4.14% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.96% | -0.02% | -1.54% | |
| 19 | JIVE | JPM Interntl Value ETF | ETF-その他 | 0.86% | — | +9.97% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.82% | -0.44% | -26.65% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.80% | +0.34% | +51.29% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.70% | — | -0.89% | |
| 23 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.70% | +0.18% | -9.37% | |
| 24 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-その他 | 0.70% | +0.21% | -6.75% | |
| 25 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.68% | — | -2.98% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | — | +23.43% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | -0.59% | +5.07% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | -3.72% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.58% | — | +5.08% | |
| 30 | FMB | First Trust Managed Municipa | ETF-その他 | 0.58% | — | -32.52% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.57% | — | -16.24% | |
| 32 | TPC | Tutor Perini CORP | 株式-その他 | 0.56% | -0.39% | -10.01% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | — | -9.46% | |
| 34 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.54% | — | +327.27% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.51% | — | +2.92% | |
| 36 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.50% | -0.38% | +8.34% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.50% | — | +0.88% | |
| 38 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 0.48% | — | -8.23% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | -0.18% | +5.23% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.47% | -0.08% | +0.63% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | -0.06% | +10.35% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.43% | — | +36.00% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.13% | -8.23% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +4.87% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.36% | -0.09% | +5.29% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.36% | — | +19.04% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.34% | -0.09% | +33.77% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.33% | — | +15.54% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.33% | — | +7.54% | |
| 50 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.30% | — | -26.71% |