CIK: 0001776757
申告総資産額
$17.7億
上位200銘柄を表示中（全325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 | FDX | Fedex CORP | 株式-資本財 | 9.03% | +5.01% | +1008.20% | |
| 2 | PAVE | Global X US Infrastructure | ETF-その他 | 7.67% | -0.54% | +3.58% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 7.52% | -0.78% | +3.32% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 7.40% | -0.89% | +3.39% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 7.38% | -0.72% | +3.45% | |
| 6 | AUSF | Global X Adaptive US Factor | ETF-その他 | 6.10% | -0.39% | +5.73% | |
| 7 | CAPE | Doubleline Shiller Cape US | ETF-その他 | 5.69% | -3.98% | +3.30% | |
| 8 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 5.60% | -0.80% | +3.19% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.49% | -0.45% | +5.00% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 4.17% | -0.66% | +2.05% | |
| 11 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 3.70% | -2.67% | +3.18% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 3.54% | -0.29% | +2.81% | |
| 13 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 3.53% | — | +3.25% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.28% | — | +13.11% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.86% | -0.05% | +23.78% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.78% | — | -1.38% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.77% | -0.03% | +29.40% | |
| 18 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-その他 | 0.72% | — | -0.26% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +10.34% | |
| 20 | CGV | Conductor Global Eq Val ETF | ETF-その他 | 0.50% | — | +0.03% | |
| 21 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.47% | -0.14% | +15.88% | |
| 22 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.45% | — | -4.62% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.45% | -0.18% | -34.75% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | -0.03% | +27.31% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | — | +12.01% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.38% | -0.13% | +5.79% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | — | -1.05% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | — | +20.91% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.36% | — | +0.32% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.30% | — | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | -0.11% | |
| 32 | AZO | Autozone INC | 株式-一般消費財 | 0.29% | — | +6.92% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.28% | — | -3.33% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | +4.45% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | — | +31.12% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.22% | — | — | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.21% | — | +13.20% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | +33.40% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | — | +58.93% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | +0.05% | +19.21% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.18% | +0.03% | +43.80% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | — | +22.61% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.16% | — | +4.97% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.15% | — | -0.35% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | — | +38.18% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.15% | — | +8.50% | |
| 47 | RCAT | Red Cat Holdings INC | 株式-その他 | 0.15% | +0.04% | — | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.14% | +0.04% | +46.36% | |
| 49 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.14% | — | -2.33% | |
| 50 | GE | General Electric | 株式-資本財 | 0.14% | — | +19.17% |