CIK: 0001642216
申告総資産額
$4.9億
| # | 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 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 10.17% | -1.22% | +5.61% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 8.84% | -0.03% | +100.00% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.37% | -0.10% | +15.07% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.33% | -0.14% | +107.50% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 5.19% | +0.47% | — | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.85% | +0.53% | -6.45% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.73% | +0.88% | +48.21% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 4.18% | +1.09% | +12.20% | |
| 9 | VFH | Vanguard Financials ETF | ETF-その他 | 4.15% | +0.24% | — | |
| 10 | XLF | Ss Financial Select Sector | ETF-その他 | 3.90% | -0.42% | — | |
| 11 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 3.01% | +0.97% | +0.39% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.70% | +0.47% | +14.10% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.60% | -0.56% | — | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.25% | -0.47% | — | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.71% | — | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.79% | +0.04% | +146.42% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.62% | -0.13% | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.34% | +0.15% | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | -0.32% | — | |
| 20 | XLB | Ss Materials Select Sector | ETF-その他 | 1.33% | +0.11% | +100.00% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.32% | -0.16% | +4.76% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.30% | -0.30% | — | |
| 23 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.28% | -0.24% | — | |
| 24 | IXC | Ishares Global Energy ETF | ETF-その他 | 1.09% | +0.17% | — | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.06% | — | -17.57% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.05% | -0.14% | — | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.02% | -0.19% | +0.82% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.84% | -0.16% | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.79% | — | +18.87% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.79% | -0.17% | — | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.78% | -0.15% | — | |
| 32 | SNOW | Snowflake INC | 株式-IT | 0.75% | -0.31% | +45.03% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.75% | +0.27% | — | |
| 34 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 0.74% | -0.10% | — | |
| 35 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.72% | — | — | |
| 36 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.69% | -0.14% | — | |
| 37 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.61% | -0.11% | — | |
| 38 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | -0.14% | — | |
| 39 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.43% | -0.12% | — | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.40% | -0.10% | — | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.37% | +0.06% | +4.25% | |
| 42 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.37% | -0.08% | — | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.31% | -0.07% | — | |
| 44 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.31% | -0.08% | — | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.30% | -0.06% | — | |
| 46 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.25% | — | — | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.22% | -0.05% | -87.07% | |
| 48 | MBLY | Mobileye Global Inc-a | 株式-その他 | 0.22% | -0.19% | — | |
| 49 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 0.20% | — | — | |
| 50 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.18% | — | — |