CIK: 0001767313
申告総資産額
$5.0億
上位200銘柄を表示中（全201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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.45% | +0.20% | -0.39% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.31% | -0.12% | +3.05% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.02% | -0.56% | -1.27% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.00% | -0.01% | +6.70% | |
| 5 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 3.97% | +0.25% | +1.37% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.43% | +0.18% | -1.05% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.20% | +0.54% | +0.52% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.73% | -0.03% | -0.43% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.03% | -0.16% | +0.68% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 1.78% | +0.30% | +0.55% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.72% | -0.56% | +1.53% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.68% | -0.05% | +1.49% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.61% | -0.08% | +0.09% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.38% | — | +0.54% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.38% | +0.20% | -1.87% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.37% | +0.05% | -3.96% | |
| 17 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 1.36% | — | -2.63% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.35% | — | +1.20% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.33% | +0.14% | +3.39% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.19% | — | +0.42% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.17% | +0.01% | -5.12% | |
| 22 | EMR | Emerson Electric Co | 株式-資本財 | 1.11% | -0.06% | -1.16% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.01% | +0.03% | -1.62% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.91% | +0.03% | -0.63% | |
| 25 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 0.86% | +0.12% | +11.55% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.86% | — | -0.11% | |
| 27 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.85% | — | -2.51% | |
| 28 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.83% | +0.06% | +1.09% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.74% | — | -0.28% | |
| 30 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.73% | — | +2.34% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | -6.20% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | — | +5.82% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.70% | — | -0.19% | |
| 34 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.67% | — | -0.44% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.66% | — | -3.75% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.66% | — | -1.85% | |
| 37 | PAVE | Global X US Infrastructure | ETF-その他 | 0.66% | +0.14% | +12.09% | |
| 38 | PGR | Progressive CORP | 株式-金融 | 0.64% | +0.32% | NEW | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.63% | +0.01% | -1.40% | |
| 40 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.59% | +0.22% | +9.78% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.57% | — | -1.75% | |
| 42 | VBF | Invesco Bond Fund | 株式-その他 | 0.56% | — | +10.77% | |
| 43 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.54% | — | -2.82% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | — | +8.80% | |
| 45 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.53% | — | +58.66% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.51% | — | -0.09% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | — | -3.29% | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.47% | — | -36.14% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.45% | — | — | |
| 50 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.45% | — | +5.73% |