CIK: 0001765285
申告総資産額
$20.6億
上位200銘柄を表示中（全211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 | 27.44% | -0.42% | -0.53% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.34% | +0.85% | -15.90% | |
| 3 | ✓ | Soundwatch Hedged Equity ETF | ETF-その他 | 9.20% | — | -3.89% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.45% | +0.15% | -0.60% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.32% | -0.31% | -1.05% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.24% | -0.19% | +1.44% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.29% | +0.03% | +0.50% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.74% | +0.29% | +1.61% | |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.64% | +0.09% | +0.48% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.45% | -0.13% | +0.57% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.35% | -0.24% | +9.17% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.33% | — | -2.86% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.06% | — | +0.60% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.01% | -0.14% | +12.74% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.99% | — | -2.31% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.93% | -0.11% | +5.67% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.83% | — | -5.85% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.75% | — | -3.33% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.73% | +0.26% | +3.25% | |
| 20 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.69% | — | -19.25% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.66% | +0.06% | +2.66% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.66% | +0.45% | -0.43% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.62% | +0.13% | +0.24% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.54% | — | — | |
| 25 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.53% | — | +7.45% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.48% | — | -1.67% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.45% | +0.03% | -1.55% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.44% | — | -2.53% | |
| 30 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.44% | -0.14% | -2.90% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | -0.03% | +0.30% | |
| 32 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.43% | +0.03% | +0.01% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.42% | +0.25% | +2.99% | |
| 34 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.41% | +0.08% | +14.04% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.38% | +0.18% | +7.93% | |
| 36 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.38% | — | -0.97% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.37% | — | +1.05% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.35% | — | +0.00% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.35% | — | +0.56% | |
| 40 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 0.33% | — | +0.38% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.32% | — | -20.50% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | +0.16% | -4.67% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.27% | — | — | |
| 44 | DSTL | Distillate US Fundamental St | ETF-その他 | 0.27% | +0.01% | +28.04% | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.25% | +0.35% | +23.08% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.24% | -0.15% | -2.33% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.24% | — | -4.74% | |
| 48 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.23% | — | +158.28% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.23% | — | -0.90% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.22% | +0.02% | -10.43% |