CIK: 0001739728
申告総資産額
$43.1億
上位200銘柄を表示中（全1109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 | ✓ | Neos ETF Trust | ETF-その他 | 2.32% | — | +1.83% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.29% | — | +3.21% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 2.19% | -0.33% | +3.41% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.14% | -0.02% | +0.08% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.89% | +0.06% | +4.71% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.88% | -0.21% | +5.79% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.84% | — | +5.24% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.81% | +0.05% | -1.68% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.33% | +6.84% | |
| 10 | VEGA | Advshrs Star Gbl Buy-write | ETF-その他 | 1.61% | +0.01% | -0.81% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.38% | — | +3.27% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.37% | -0.41% | +27.84% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.35% | — | -4.48% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.28% | +0.02% | +53.07% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.27% | +0.12% | -6.52% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.16% | — | -9.06% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.15% | -0.28% | +0.62% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.04% | — | +12.67% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.03% | — | +6.61% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.96% | -0.39% | +35.79% | |
| 21 | ESUM | Eventide US Market ETF | ETF-その他 | 0.95% | +0.84% | +5.92% | |
| 22 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.87% | — | +1.77% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.84% | — | +5.12% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | — | +25.15% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.81% | — | -0.07% | |
| 26 | MBB | Ishares Mbs ETF | ETF-その他 | 0.75% | — | +4.60% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | -0.13% | +7.29% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +4.59% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.67% | — | +4.13% | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.66% | -0.49% | +68.74% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | — | +4.59% | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.64% | — | +12.34% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | — | +4.09% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.58% | — | +7.54% | |
| 35 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.52% | — | +4.62% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.52% | — | -14.76% | |
| 37 | UDIV | Franklin U.s. Core Dividend | ETF-その他 | 0.51% | — | +14.42% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.51% | — | +0.31% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | — | +33.46% | |
| 40 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.50% | — | +2866.37% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.50% | — | -3.97% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.47% | -0.87% | +86.39% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.15% | +9.30% | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.46% | — | -2.67% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.44% | — | +1.85% | |
| 46 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.43% | — | +3.36% | |
| 47 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.42% | -0.29% | -1.27% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | +9.36% | |
| 49 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.40% | +0.11% | +6.87% | |
| 50 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.39% | — | +18.53% |