CIK: 0001765285
申告総資産額
$20.6億
上位200銘柄を表示中（全205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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 27.25% | -0.42% | -5.60% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.33% | +0.85% | +5.77% | |
| 3 | ✓ | Soundwatch Hedged Equity ETF | ETF-その他 | 9.49% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.70% | +0.15% | -2.88% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.97% | -0.19% | +14.03% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.79% | -0.31% | +0.96% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.21% | +0.03% | +0.44% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.53% | +0.09% | +0.23% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.45% | +0.29% | +3.28% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.44% | — | -0.15% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.43% | -0.13% | +65.76% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.35% | -0.24% | +32.57% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.10% | — | -0.38% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.08% | — | -0.94% | |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.93% | -0.14% | +47.19% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.93% | — | +5.82% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.91% | -0.11% | +9.53% | |
| 18 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.85% | — | +9.47% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.80% | — | -0.86% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.64% | +0.26% | +17.51% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.56% | +0.06% | +23.73% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.54% | +0.13% | +0.68% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.53% | — | -2.17% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.52% | — | -4.61% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +1.65% | |
| 26 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.48% | — | — | |
| 27 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.45% | +0.03% | -0.30% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.44% | — | +402.34% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | +0.03% | +21.35% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.41% | — | -2.02% | |
| 31 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.41% | — | -0.56% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.41% | — | +0.00% | |
| 33 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.39% | -0.14% | +2.85% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.39% | — | +12.27% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | -0.03% | -5.57% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.37% | +0.45% | -0.17% | |
| 37 | BND | Vanguard Total Bond Market | ETF-その他 | 0.37% | +0.18% | +17.41% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.35% | +0.25% | +5.73% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.35% | — | -2.50% | |
| 40 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.33% | +0.08% | -8.55% | |
| 41 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 0.32% | — | +4.93% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.28% | -0.15% | -0.26% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | — | +320.15% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.26% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | +0.16% | +7.89% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.26% | — | -2.78% | |
| 47 | FDG | American Century Focused Dyn | ETF-その他 | 0.25% | +0.10% | +48.16% | |
| 48 | CABO | Cable One INC | 株式-通信サービス | 0.25% | — | -0.51% | |
| 49 | VUG | Vanguard Growth ETF | ETF-その他 | 0.23% | +0.02% | +1.34% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.23% | +0.19% | +2.88% |