CIK: 0001624758
申告総資産額
$38.1億
上位200銘柄を表示中（全1108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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 8.47% | +8.00% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.87% | +3.19% | NEW | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.59% | +3.15% | NEW | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.72% | +3.78% | NEW | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.78% | — | +412.79% | |
| 6 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 2.23% | +1.88% | NEW | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.09% | +1.19% | NEW | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 1.98% | +1.46% | NEW | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.94% | +1.07% | NEW | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.80% | — | +6.95% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.78% | +1.91% | NEW | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.53% | — | +0.72% | |
| 13 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 1.53% | — | +1732.77% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.41% | +1.33% | NEW | |
| 15 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 1.36% | +0.66% | NEW | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.14% | +1.92% | NEW | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.12% | +0.90% | NEW | |
| 18 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.97% | — | -2.02% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.92% | — | -2.48% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | — | +3.79% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.86% | — | +5.01% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.85% | +0.85% | NEW | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.73% | — | -2.38% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.73% | +1.57% | NEW | |
| 25 | GS | Goldman Sachs Group INC | 株式-金融 | 0.72% | +0.79% | NEW | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | +0.50% | NEW | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | +0.76% | NEW | |
| 28 | COP | Conocophillips | 株式-エネルギー | 0.68% | +0.58% | NEW | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.66% | — | +5.09% | |
| 30 | C | Citigroup INC | 株式-金融 | 0.64% | +0.70% | NEW | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.63% | +2.22% | NEW | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +1.29% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.60% | +0.62% | NEW | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.59% | — | +11.60% | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 0.59% | +0.73% | NEW | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | +0.44% | NEW | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.58% | +0.49% | NEW | |
| 38 | DHI | Dr Horton INC | 株式-一般消費財 | 0.57% | — | -2.63% | |
| 39 | MSI | Motorola Solutions INC | 株式-IT | 0.56% | +0.46% | NEW | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | +0.88% | NEW | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | -0.44% | |
| 42 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 0.51% | — | +2.76% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | — | -2.64% | |
| 44 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.51% | — | +0.40% | |
| 45 | EOG | Eog Resources INC | 株式-エネルギー | 0.49% | — | +23.01% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | +0.58% | NEW | |
| 47 | MS | Morgan Stanley | 株式-金融 | 0.48% | +0.53% | NEW | |
| 48 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.47% | — | -5.94% | |
| 49 | AEP | American Electric Power | 株式-公益事業 | 0.47% | +0.50% | NEW | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.58% | NEW |