CIK: 0001907666
申告総資産額
$10.1億
上位200銘柄を表示中(全213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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 8.58% | -1.87% | +4.22% | |
| 2 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.17% | -2.09% | +10.33% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.87% | +0.05% | +6.72% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.49% | — | +5.34% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.48% | -0.21% | -14.07% | |
| 6 | PAVE | Global X US Infrastructure | ETF-その他 | 2.32% | -0.99% | +1.84% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.31% | -0.01% | +94.89% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.29% | — | +0.66% | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.25% | +0.01% | -7.41% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.22% | +2.12% | +5.12% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.13% | +2.23% | +22.67% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.89% | -0.60% | EXIT | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.85% | +0.37% | +134.83% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.79% | -0.14% | +1.50% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.75% | — | +3.02% | |
| 16 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.68% | — | -0.70% | |
| 17 | URA | Global X Uranium ETF | ETF-その他 | 1.67% | -0.18% | +11.12% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.62% | -0.02% | +5.34% | |
| 19 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.55% | +0.04% | +4.76% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.43% | -0.05% | +0.60% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.43% | -0.04% | +0.85% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.39% | +0.03% | +4.77% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.39% | — | +4.69% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.30% | -0.12% | +5.41% | |
| 25 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.20% | — | +32.19% | |
| 26 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.11% | — | -43.71% | |
| 27 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 1.10% | — | -9.99% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.06% | -0.36% | +2.02% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 1.04% | +0.11% | +13.50% | |
| 30 | IQLT | Ishares Msci International Q | ETF-その他 | 1.03% | — | +1.38% | |
| 31 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.01% | — | -14.41% | |
| 32 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.92% | — | -1.50% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.89% | — | +3.11% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.88% | — | +8.12% | |
| 35 | RWK | Invesco S&p Midcap 400 Rev | ETF-その他 | 0.85% | — | +7.09% | |
| 36 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.81% | — | -0.08% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.79% | -0.02% | +1.31% | |
| 38 | ISCF | Ishares International Small | ETF-その他 | 0.76% | — | +9.25% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.76% | — | -6.17% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | — | -12.00% | |
| 41 | CSB | Victoryshares US Small Cap H | ETF-中小型株 | 0.58% | — | -9.05% | |
| 42 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.58% | -0.22% | +34.00% | |
| 43 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.55% | — | -17.13% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.54% | — | -1.73% | |
| 45 | CEG | Constellation Energy | 株式-公益事業 | 0.49% | — | +35.07% | |
| 46 | IYF | Ishares US Financials ETF | ETF-その他 | 0.47% | — | +1.91% | |
| 47 | INDA | Ishares Msci India ETF | ETF-その他 | 0.47% | — | -0.17% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.44% | — | +353.76% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.43% | — | +4.15% | |
| 50 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.43% | — | +3.20% |