CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中（全1945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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.62% | -0.02% | +6.72% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.53% | -0.54% | +8.69% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.04% | +0.09% | +4.87% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.97% | +0.11% | +18.12% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.97% | +0.10% | +2.42% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.64% | +0.08% | -3.02% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.57% | -0.17% | +5.07% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.48% | +0.15% | +11.61% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.08% | — | +6.73% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.00% | — | +6.19% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.00% | — | +6.38% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 0.98% | +0.01% | +1.45% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.73% | — | -0.67% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.69% | -0.02% | +4.41% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +11.60% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 0.61% | +0.01% | +1.94% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | +2.98% | |
| 18 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.57% | — | -3.15% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | +0.06% | +1.16% | |
| 20 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 0.55% | — | +3.64% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | +0.11% | +11.13% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.51% | — | +6.83% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +0.86% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | -0.05% | +13.77% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | -0.11% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.50% | +0.03% | -1.16% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.50% | — | -4.11% | |
| 28 | MSTB | Lha Market State Tactical | ETF-その他 | 0.49% | — | +31.85% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | +0.03% | +10.17% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | — | +8.48% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.47% | — | +5.58% | |
| 32 | ONOF | Global X Adaptive U.s. Risk | ETF-その他 | 0.47% | — | +1.48% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | — | +9.78% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.46% | — | +1.36% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | -0.11% | +18.30% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.43% | — | -7.50% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | — | +3.07% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.42% | — | +31.66% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.42% | +0.65% | +341.33% | |
| 40 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.41% | — | +2.90% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.41% | — | +6.39% | |
| 42 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.41% | +0.03% | +6.01% | |
| 43 | FTCS | First Trust Capital Strength | ETF-その他 | 0.41% | — | -15.63% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | +13.53% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | — | +9.50% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.40% | — | +3.25% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.38% | — | -3.12% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.38% | — | -0.79% | |
| 49 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.37% | -0.09% | +5.00% | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.37% | — | -11.26% |