CIK: 0001765285
申告総資産額
$20.6億
上位200銘柄を表示中（全227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 | 26.09% | -0.42% | +1.53% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.38% | +0.85% | +7.99% | |
| 3 | SHDG | Soundwatch Hedged Equity ETF | ETF-その他 | 9.49% | -0.75% | +2.07% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.84% | +0.15% | +0.07% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.20% | -0.19% | +2.63% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.85% | -0.31% | -1.73% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.41% | +0.03% | +1.62% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.17% | +0.29% | +1.47% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.86% | -0.24% | +6.98% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.78% | +0.09% | +2.95% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.57% | +0.45% | +776.27% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.36% | -0.14% | +10.33% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.25% | -0.13% | -1.11% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.07% | +0.26% | +4.47% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | -0.11% | +7.55% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.86% | — | -2.87% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.81% | — | +0.92% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.75% | — | -1.55% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.74% | +0.13% | -6.90% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.72% | +0.06% | +4.41% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.68% | +0.08% | +8.30% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.67% | +0.25% | +6.13% | |
| 23 | DSTL | Distillate US Fundamental St | ETF-その他 | 0.63% | +0.01% | +17.16% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.62% | — | -2.74% | |
| 25 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.55% | — | — | |
| 26 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.55% | — | -3.00% | |
| 27 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.53% | +0.35% | +9.40% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | — | +1.71% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | -0.03% | +1.22% | |
| 30 | SMOT | Vaneck Morningstar Smid Moat | ETF-その他 | 0.48% | — | +15.95% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.46% | +0.03% | +2.20% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.46% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | -0.14% | |
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.41% | — | -0.21% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.39% | +0.18% | +11.35% | |
| 36 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.38% | -0.14% | -1.06% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.37% | — | -1.41% | |
| 38 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.37% | +0.03% | — | |
| 39 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.36% | — | +2.26% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | +0.16% | +1.03% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.30% | +0.02% | +1.20% | |
| 42 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.28% | — | -1.88% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.25% | — | -1.62% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.23% | +0.02% | -2.91% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.22% | — | -1.71% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.21% | -0.15% | -1.07% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.20% | +0.19% | +5.05% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.19% | — | -0.02% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.18% | — | -0.49% | |
| 50 | VTV | Vanguard Value ETF | ETF-その他 | 0.18% | — | -0.56% |