CIK: 0001822587
申告総資産額
$7.5億
上位200銘柄を表示中（全1694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 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 10.74% | +0.32% | +2.24% | |
| 2 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 9.27% | -0.54% | +3.02% | |
| 3 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 6.85% | — | +121826.20% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.63% | — | +57021.69% | |
| 5 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 5.27% | -0.09% | +1.75% | |
| 6 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 4.73% | -0.02% | +1.95% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.26% | — | -6.35% | |
| 8 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 2.91% | -0.05% | +1.62% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.90% | — | +15382.91% | |
| 10 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 2.67% | -0.21% | +2.95% | |
| 11 | FTLS | First Trust Long/short Eqty | ETF-その他 | 2.55% | -0.12% | +1.92% | |
| 12 | REZ | Ishars Res And Multi Reales | ETF-その他 | 2.27% | +0.16% | +2.71% | |
| 13 | VTRS | Viatris INC | 株式-ヘルスケア | 2.04% | — | +66813.98% | |
| 14 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.95% | — | +16849.48% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.89% | — | +564003.03% | |
| 16 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 1.85% | — | — | |
| 17 | AAPL | Apple INC | 株式-IT | 1.44% | +0.03% | +12.05% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.36% | +0.14% | +3366.37% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.30% | -0.92% | +2.29% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.19% | +0.48% | +1435.27% | |
| 21 | NVT | nVent Electric plc | 株式-資本財 | 0.99% | — | +46034.85% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.96% | — | +56472.66% | |
| 23 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.86% | +0.06% | +7591.45% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.76% | +0.20% | +2039.02% | |
| 25 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.70% | — | -0.99% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.67% | +0.08% | +3880.54% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.65% | +0.06% | +3151.26% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | +0.14% | +3065.95% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.58% | -0.59% | +14908.57% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.58% | — | +5439.49% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.57% | +0.16% | +6879.92% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.53% | — | +127.95% | |
| 33 | FEMS | First Trust Emerging Markets | ETF-新興国市場 | 0.51% | — | -3.55% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | — | +15.20% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.46% | — | +17.34% | |
| 36 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.45% | — | +0.45% | |
| 37 | MBB | Ishares Mbs ETF | ETF-その他 | 0.41% | — | +3497.42% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | +8.88% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.36% | — | +1933.10% | |
| 40 | WTFC | Wintrust Financial CORP | 株式-金融 | 0.35% | — | +73013.79% | |
| 41 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.33% | — | +0.98% | |
| 42 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.33% | +0.09% | +8396.34% | |
| 43 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.33% | +0.20% | +21494.55% | |
| 44 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.32% | — | +4543.89% | |
| 45 | AXP | American Express Co | 株式-金融 | 0.31% | — | +1.41% | |
| 46 | FWD | AB Disruptors ETF | ETF-その他 | 0.29% | — | +3095.16% | |
| 47 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.28% | -0.24% | +2249.85% | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.25% | — | +2465.91% | |
| 49 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 0.24% | — | — | |
| 50 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.21% | — | -8.62% |