CIK: 0001800502
申告総資産額
$4.4億
上位200銘柄を表示中（全242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 | 4.19% | -0.15% | +9.49% | |
| 2 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 2.19% | — | -2.61% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.18% | — | +11.46% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.17% | — | +11.04% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.36% | +5.21% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.98% | +0.23% | +17.94% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.97% | — | +4.73% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.69% | — | +1.04% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.64% | — | -1.93% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.42% | — | +0.93% | |
| 11 | FTCS | First Trust Capital Strength | ETF-その他 | 1.42% | — | -0.57% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.41% | +0.20% | -1.09% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.20% | — | -1.52% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.19% | — | +7.14% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.17% | -0.14% | +1.27% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.15% | — | +3.06% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.13% | — | +23.71% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.09% | — | +0.82% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.08% | — | -4.95% | |
| 20 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.06% | — | +1.90% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.03% | — | +0.04% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.01% | — | +10.39% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.99% | — | +2.72% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.99% | — | +0.79% | |
| 25 | IJUL | Innovator International Deve | ETF-その他 | 0.97% | — | — | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.85% | — | +2.63% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.83% | — | -0.96% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.83% | — | +170.14% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | +0.05% | |
| 30 | EJUL | Innovator Emerging Markets P | ETF-新興国市場 | 0.78% | — | — | |
| 31 | T | At&t INC | 株式-通信サービス | 0.76% | — | -4.07% | |
| 32 | IQLT | Ishares Msci International Q | ETF-その他 | 0.74% | — | +32.31% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.74% | — | +17.28% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.74% | — | +0.35% | |
| 35 | INTU | Intuit INC | 株式-IT | 0.74% | — | +0.16% | |
| 36 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.74% | — | +7.06% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | — | +11.54% | |
| 38 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.67% | — | +1.14% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | — | +4.28% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.65% | — | +40.23% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | -0.88% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | — | +2.62% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.61% | +0.18% | +221.33% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.61% | — | -2.48% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.59% | — | +3.53% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | -0.11% | +1.64% | |
| 47 | KOCT | Innovator U.s. Small Cap Pow | ETF-中小型株 | 0.59% | — | +9.35% | |
| 48 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.58% | — | -1.96% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.58% | — | +39.21% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.56% | — | -4.40% |