CIK: 0001796874
申告総資産額
$14.6億
上位200銘柄を表示中（全418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 | 12.47% | -0.14% | -2.00% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 8.55% | +0.08% | +1.36% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.31% | -0.79% | -0.37% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 6.67% | -2.68% | -2.07% | |
| 5 | AMD | Advanced Micro Devices | 株式-IT | 3.53% | +0.18% | +2.14% | |
| 6 | GOF | Guggenheim Strategic Opport | 株式-その他 | 2.64% | +0.01% | +20.96% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.53% | +0.10% | -1.15% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.39% | — | -0.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.13% | +0.33% | -0.31% | |
| 10 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.83% | +0.33% | +8.35% | |
| 11 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.25% | -0.06% | +2.20% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.19% | — | +4.24% | |
| 13 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-その他 | 1.14% | +0.21% | +74.71% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.12% | — | +3.86% | |
| 15 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.06% | -0.08% | +4.94% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.03% | -0.44% | +33.24% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.02% | -0.02% | -2.32% | |
| 18 | IQLT | Ishares Msci International Q | ETF-その他 | 0.91% | — | +3.27% | |
| 19 | GSSC | Goldman Sachs Activebeta US | ETF-コモディティ | 0.90% | — | +523.30% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.88% | — | +0.22% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | -0.59% | +46.34% | |
| 22 | JIVE | JPM Interntl Value ETF | ETF-その他 | 0.84% | — | +2.16% | |
| 23 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.82% | +0.18% | +33.65% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.80% | +0.34% | +14.21% | |
| 25 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.70% | — | -3.73% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.68% | — | +7.51% | |
| 27 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.67% | — | +40.20% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | — | -4.47% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -0.18% | +4.86% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | +5.95% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.55% | -0.08% | +22.28% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | — | +0.53% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.54% | — | +16.47% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.51% | — | -5.94% | |
| 35 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 0.50% | — | +16.79% | |
| 36 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.49% | — | +71.46% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | +0.12% | |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.47% | — | -6.68% | |
| 39 | TPC | Tutor Perini CORP | 株式-その他 | 0.47% | -0.39% | -31.38% | |
| 40 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.46% | -0.38% | +3.47% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | -69.12% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.41% | -0.09% | +1.63% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | +7.95% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.13% | -3.18% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.36% | — | -9.22% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.36% | -0.09% | +9.83% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | -0.06% | -12.29% | |
| 48 | HMOP | Hartford Municipal Opp ETF | ETF-その他 | 0.35% | — | +1104.66% | |
| 49 | CLIP | Global X 1-3 Month T-bill | ETF-その他 | 0.34% | +0.19% | — | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.32% | — | +6.96% |