CIK: 0001598550
申告総資産額
$4.5億
上位200銘柄を表示中（全227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 | 11.31% | -1.20% | -0.61% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 10.16% | -0.28% | -0.83% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.88% | -0.22% | +6.74% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.21% | +0.15% | +3.66% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 3.24% | +0.19% | -0.36% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.91% | +0.19% | +9.73% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.28% | -0.26% | +0.51% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | -0.24% | +2.12% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.14% | -0.18% | +0.02% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.94% | +0.12% | -0.40% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.78% | -0.08% | +0.39% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.55% | — | +0.83% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -0.28% | +1.20% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.40% | -0.09% | -0.75% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.33% | -0.14% | +4.30% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | -0.12% | +0.52% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.24% | — | -0.81% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.17% | +0.07% | +1.14% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | — | +1.56% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.95% | +0.16% | +7.98% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.94% | -0.09% | -1.75% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.92% | -0.09% | +0.72% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.90% | — | +14.21% | |
| 24 | GS | Goldman Sachs Group INC | 株式-金融 | 0.87% | — | — | |
| 25 | LRCX | Lam Research CORP | 株式-IT | 0.85% | +0.24% | -0.64% | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.78% | — | -0.68% | |
| 27 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.69% | — | -0.04% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | — | |
| 29 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.64% | — | +15.52% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.64% | +0.31% | +1.19% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.63% | — | +0.26% | |
| 32 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.63% | — | +1.96% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | -0.08% | -0.23% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.51% | — | +2.52% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.49% | — | -1.15% | |
| 36 | KLAC | Kla CORP | 株式-IT | 0.48% | +0.10% | +0.11% | |
| 37 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.46% | — | +13.45% | |
| 38 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 0.46% | — | -0.58% | |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.44% | — | +6.15% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.44% | — | -0.14% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.43% | — | +1.75% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.15% | +0.62% | |
| 43 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.43% | +0.06% | +0.04% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.42% | — | -0.54% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.40% | +0.14% | -1.04% | |
| 46 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.40% | +0.12% | +16.81% | |
| 47 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.40% | -0.13% | +18.38% | |
| 48 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.39% | — | -6.91% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | -1.20% | |
| 50 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 0.38% | — | — |