CIK: 0001765285
申告総資産額
$20.6億
上位200銘柄を表示中（全226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 | 26.22% | -0.42% | -0.95% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.69% | +0.85% | -1.29% | |
| 3 | SHDG | Soundwatch Hedged Equity ETF | ETF-その他 | 9.50% | -0.75% | +0.39% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.72% | +0.15% | -1.46% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.44% | -0.19% | +2.70% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.51% | -0.31% | -44.39% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.42% | +0.03% | +0.84% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.04% | +0.29% | +3.33% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.89% | -0.24% | +7.95% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.69% | +0.09% | +1.99% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.40% | -0.14% | +5.90% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.39% | +0.45% | -4.15% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.29% | -0.13% | +0.16% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.00% | +0.26% | +2.34% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.97% | — | -3.41% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.97% | -0.11% | +8.99% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.86% | — | +1.13% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.85% | — | -1.05% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.79% | +0.13% | -67.47% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.70% | — | -3.25% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.67% | +0.06% | +2.44% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.62% | +0.25% | +0.93% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.60% | +0.08% | +9.66% | |
| 24 | DSTL | Distillate US Fundamental St | ETF-その他 | 0.60% | +0.01% | +17.58% | |
| 25 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.59% | — | -4.18% | |
| 26 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.54% | — | +11.23% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.54% | — | -1.68% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.03% | -78.37% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.47% | — | — | |
| 30 | SMOT | Vaneck Morningstar Smid Moat | ETF-その他 | 0.47% | — | +25.99% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | -18.76% | |
| 32 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.45% | +0.35% | +13.56% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.45% | +0.03% | -39.86% | |
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.42% | — | -10.32% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.40% | — | -4.06% | |
| 36 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.38% | — | +2.10% | |
| 37 | BND | Vanguard Total Bond Market | ETF-その他 | 0.37% | +0.18% | +4.38% | |
| 38 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.37% | -0.14% | +478.45% | |
| 39 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.35% | +0.03% | -1.45% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | +0.16% | -44.05% | |
| 41 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.30% | — | +0.87% | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.29% | +0.02% | +24.62% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.27% | — | +5.18% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.23% | +0.02% | +36.74% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.23% | -0.15% | +5.59% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.23% | — | -21.74% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.22% | — | -50.05% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.21% | — | +397.26% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.21% | +0.19% | -1.60% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.19% | — | +1.13% |