CIK: 0001598550
申告総資産額
$4.5億
上位200銘柄を表示中（全210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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 11.49% | -1.20% | -0.54% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 10.82% | -0.28% | -0.13% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.72% | -0.22% | -4.65% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.15% | +0.15% | +1.85% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 3.43% | +0.19% | -0.24% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.53% | +0.19% | +23.08% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.33% | -0.26% | -2.51% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.12% | -0.18% | +0.35% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.08% | +0.12% | +0.25% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.72% | -0.24% | -11.85% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.68% | -0.08% | -0.10% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.59% | — | -0.42% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.51% | -0.28% | -4.11% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.42% | -0.14% | -1.59% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.12% | -0.16% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.27% | -0.09% | -5.39% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.24% | — | +1.42% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.20% | +0.07% | +1.67% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | — | -0.54% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.97% | +0.16% | -9.81% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.96% | -0.09% | +2.68% | |
| 22 | GS | Goldman Sachs Group INC | 株式-金融 | 0.86% | — | -1.47% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.85% | -0.09% | -3.26% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | +0.05% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.71% | — | -0.55% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | — | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.70% | — | -0.59% | |
| 28 | LRCX | Lam Research CORP | 株式-IT | 0.69% | +0.24% | -0.11% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | +0.31% | +2.10% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.66% | — | +8.38% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.64% | -0.08% | -2.79% | |
| 32 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.60% | — | +10.64% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.54% | — | +0.05% | |
| 34 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.53% | — | +7.27% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | — | |
| 36 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 0.49% | — | -3.45% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.48% | — | -1.58% | |
| 38 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.48% | +0.06% | -4.72% | |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.46% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.15% | -1.49% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.44% | — | -0.63% | |
| 42 | KLAC | Kla CORP | 株式-IT | 0.44% | +0.10% | -5.02% | |
| 43 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.44% | — | -0.32% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.43% | +0.14% | -0.65% | |
| 45 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.43% | — | +9.87% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.41% | — | — | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | — | — | |
| 48 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.40% | — | -1.36% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | -2.35% | |
| 50 | C | Citigroup INC | 株式-金融 | 0.39% | — | -2.62% |