CIK: 0001812853
申告総資産額
$1.7億
上位200銘柄を表示中（全241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 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 7.98% | -0.65% | +0.75% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 7.93% | +0.38% | -6.74% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 6.86% | +0.05% | -1.33% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 6.63% | — | -31.13% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.55% | -0.04% | +30.56% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 5.51% | +0.29% | +77.82% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 4.67% | -0.01% | +0.55% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.78% | — | -46.11% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.03% | +0.21% | — | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.88% | -0.16% | +41.67% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.21% | +0.07% | +0.06% | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.21% | +0.07% | -1.36% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.13% | -0.13% | -0.33% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.03% | -0.46% | +51.93% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.99% | +0.22% | +5.23% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.96% | — | -3.69% | |
| 17 | EWU | Ishares Msci United Kingdom | ETF-その他 | 1.77% | — | -7.54% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.77% | +0.09% | -5.34% | |
| 19 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.44% | -0.25% | — | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.35% | +0.18% | +109.40% | |
| 21 | COPX | Global X Copper Miners ETF | ETF-その他 | 1.28% | +0.04% | -17.68% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.22% | +0.08% | -4.05% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.18% | — | -10.82% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 1.06% | +0.08% | +3476.43% | |
| 25 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.02% | — | +0.89% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.91% | +0.02% | +3.74% | |
| 27 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.83% | — | -7.52% | |
| 28 | SUB | Ishares Short-term National | ETF-その他 | 0.80% | — | +4.04% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | +21.00% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.21% | +9.11% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.26% | +16.92% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.56% | — | -62.08% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.50% | -0.09% | +4.44% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.49% | +0.08% | +0.08% | |
| 35 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.48% | — | — | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | -0.14% | +14.25% | |
| 37 | REZ | Ishars Res And Multi Reales | ETF-その他 | 0.41% | — | +156.78% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.41% | -0.10% | +8.78% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.32% | — | +13.23% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | +0.08% | +9.75% | |
| 41 | NOW | Servicenow INC | 株式-IT | 0.32% | -0.16% | +23.21% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.30% | — | — | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.29% | -0.11% | +16.80% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.26% | — | +1.61% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.26% | — | -2.53% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.25% | -0.13% | +29.53% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.24% | — | +11.94% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.23% | +0.06% | -23.08% | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.22% | — | -26.98% | |
| 50 | LRCX | Lam Research CORP | 株式-IT | 0.22% | — | -13.14% |