CIK: 0001907666
申告総資産額
$8.4億
上位200銘柄を表示中(全247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 | 9.14% | — | +0.04% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.77% | -0.51% | -1.32% | |
| 3 | IHDG | Wisdomtree International Hed | ETF-その他 | 3.65% | — | +2.11% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.60% | -0.11% | +1.07% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.37% | — | -1.27% | |
| 6 | PAVE | Global X US Infrastructure | ETF-その他 | 2.34% | +0.05% | +0.08% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.22% | -0.38% | +3.47% | |
| 8 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.09% | -1.19% | +4.73% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.08% | -0.81% | +3.07% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.84% | — | +41.95% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.84% | +0.63% | +6.33% | |
| 12 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.83% | — | +6.45% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.78% | -0.52% | +6.60% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.77% | +0.02% | +10.04% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.74% | — | -5.48% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.61% | — | +7.50% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.59% | — | +3.12% | |
| 18 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.53% | — | +8.52% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.51% | — | +8.04% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.50% | +0.02% | -1.56% | |
| 21 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.35% | — | -2.51% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.29% | — | +7.19% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.29% | — | -2.79% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.15% | — | +7.71% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.99% | — | +0.68% | |
| 26 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 0.99% | — | +3.56% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.96% | -0.36% | +1.62% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | -0.19% | +15.16% | |
| 29 | ISCF | Ishares International Small | ETF-その他 | 0.89% | — | +4.64% | |
| 30 | IQLT | Ishares Msci International Q | ETF-その他 | 0.89% | — | +0.23% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.89% | — | +2.00% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.20% | +7.16% | |
| 33 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.84% | — | +0.03% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.83% | — | +0.01% | |
| 35 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.79% | -0.19% | +8.16% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | — | -0.66% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.77% | — | +2.39% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.74% | — | +9.56% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.67% | +0.08% | +1.72% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | — | +0.86% | |
| 41 | URA | Global X Uranium ETF | ETF-その他 | 0.62% | -0.13% | -24.75% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.62% | — | -2.13% | |
| 43 | IYF | Ishares US Financials ETF | ETF-その他 | 0.59% | — | -10.85% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.58% | +0.48% | -34.83% | |
| 45 | BLOK | Amplify Blockchain Tech ETF | ETF-テック型 | 0.56% | -0.28% | +8.24% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | — | +3.88% | |
| 47 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 0.54% | — | -2.66% | |
| 48 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.53% | — | +3.38% | |
| 49 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 0.52% | — | +5.81% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.51% | -0.28% | -1.98% |