CIK: 0001767302
申告総資産額
$69.8万
上位200銘柄を表示中（全281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 | 4.34% | — | +2.55% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.96% | — | -10.12% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.31% | — | +0.87% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.26% | — | -0.55% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.17% | — | +1.97% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.02% | — | +10.99% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.01% | — | +19.46% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.95% | — | +7.54% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.42% | — | +8.17% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.41% | — | +7.67% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.40% | — | +57.31% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.29% | — | -7.67% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.28% | — | +1.91% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.21% | — | +2.18% | |
| 15 | LECO | Lincoln Electric Holdings | 株式-資本財 | 1.11% | — | +0.13% | |
| 16 | FTCS | First Trust Capital Strength | ETF-その他 | 1.10% | — | +58.85% | |
| 17 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.05% | — | +8.35% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.98% | — | -4.36% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | — | -27.85% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.92% | — | -28.13% | |
| 21 | CSX | Csx CORP | 株式-資本財 | 0.89% | — | +0.25% | |
| 22 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.87% | — | -5.19% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.85% | — | +8.40% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | -4.75% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.81% | — | +5.13% | |
| 26 | FPX | First Trust US Equity Opport | ETF-その他 | 0.76% | — | -0.88% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.73% | — | +4.00% | |
| 28 | PH | Parker Hannifin CORP | 株式-資本財 | 0.72% | — | +1.96% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.70% | — | -24.32% | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.68% | — | +2.15% | |
| 31 | ✓ | Inovio Pharmaceuticals INC | 株式-その他 | 0.66% | — | +0.73% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | — | -2.08% | |
| 33 | FEM | First Trust Emerging Markets | ETF-新興国市場 | 0.65% | — | -10.95% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.61% | — | -4.71% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | -0.43% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.58% | — | +1.95% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.58% | — | +20.14% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.58% | — | -0.23% | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.57% | — | +24.83% | |
| 40 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.57% | — | — | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | +6.40% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.54% | — | -1.64% | |
| 43 | IYLD | Ishares Morningstar Multi-as | ETF-その他 | 0.54% | — | +1.64% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.54% | — | +51.05% | |
| 45 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 0.53% | — | -30.68% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.53% | — | +9.20% | |
| 47 | ZG | Zillow Group INC - A | 株式-通信サービス | 0.53% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | +6.96% | |
| 49 | FMB | First Trust Managed Municipa | ETF-その他 | 0.52% | — | +11.21% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | — | +2.13% |