CIK: 0001800502
申告総資産額
$4.4億
上位200銘柄を表示中（全223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 | AAPL | Apple INC | 株式-IT | 3.61% | -0.15% | +5.17% | |
| 2 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 2.82% | — | +4.81% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.13% | +0.23% | +34.58% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.99% | — | -20.22% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.97% | — | -11.20% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.86% | — | +1.48% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.79% | — | +15.66% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.58% | — | +53.05% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.58% | +0.20% | +9.93% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.55% | -0.36% | +23.60% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.52% | — | -12.69% | |
| 12 | FTCS | First Trust Capital Strength | ETF-その他 | 1.47% | — | +2.60% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.33% | — | -18.51% | |
| 14 | IJUL | Innovator International Deve | ETF-その他 | 1.24% | — | +891.61% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.20% | — | +3.10% | |
| 16 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.19% | — | -10.96% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.19% | -0.14% | +0.17% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | +11.58% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.11% | — | -21.69% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.06% | — | +19.24% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.98% | — | +3.59% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.97% | — | -13.94% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 0.93% | — | +15.90% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.92% | — | -0.08% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.88% | — | +7.42% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.85% | — | +2.22% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | +137.63% | |
| 28 | TGT | Target CORP | 株式-一般消費財 | 0.80% | — | +4.42% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.79% | — | +46.29% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.77% | — | — | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.75% | — | +317.35% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.73% | — | -5.38% | |
| 33 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.71% | — | -24.65% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | -0.11% | +3.04% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | — | +9.97% | |
| 36 | KOCT | Innovator U.s. Small Cap Pow | ETF-中小型株 | 0.67% | — | — | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | +6.27% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | -22.73% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.63% | — | -5.30% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | — | +15.64% | |
| 41 | JPFP | JPMorgan Managed Futures Plus ETF | ETF-その他 | 0.60% | — | — | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.59% | — | +3.78% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +1.02% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.59% | — | +5.49% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.59% | — | +16.23% | |
| 46 | CLIX | Proshares Long Online/short | ETF-その他 | 0.58% | — | +411.75% | |
| 47 | BOCT | Innovator U.s. Equity Buffer | ETF-その他 | 0.57% | — | — | |
| 48 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.57% | — | +43.48% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | — | +24.39% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.56% | — | — |