CIK: 0001730293
申告総資産額
$1.8億
上位200銘柄を表示中（全626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 | AAPL | Apple INC | 株式-IT | 4.05% | — | +323.34% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.40% | -0.75% | +1.86% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.36% | +0.58% | +8.99% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.31% | — | +1542.24% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.17% | — | +74.23% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.00% | +2.93% | +16.04% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.87% | — | +45.47% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.84% | -0.58% | +2.34% | |
| 9 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.73% | — | +8.06% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | -0.80% | -10.90% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.58% | — | -4.75% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.44% | — | -1.68% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.37% | +0.36% | +46.50% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.10% | +0.30% | +49.66% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.08% | — | +74.29% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.07% | — | +10.33% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.04% | — | +104.75% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.03% | — | +16.70% | |
| 19 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.02% | -0.41% | EXIT | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 0.98% | +1.28% | +48.49% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.96% | — | +2.51% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | +2.26% | -37.42% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.86% | +0.38% | +33.83% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.83% | — | +6.79% | |
| 25 | FTCS | First Trust Capital Strength | ETF-その他 | 0.77% | — | -1.00% | |
| 26 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.69% | — | -7.72% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.66% | -1.19% | EXIT | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.61% | — | +3.67% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | +0.15% | -11.00% | |
| 30 | FXH | First Trust Health Care Alph | ETF-その他 | 0.59% | — | -18.27% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.59% | — | -0.15% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.59% | — | +40.51% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | -0.35% | +359.07% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.58% | -0.71% | EXIT | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.56% | — | +112.64% | |
| 36 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.56% | — | +51.71% | |
| 37 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.55% | — | +0.48% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | -1.33% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.52% | — | +25.40% | |
| 40 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.51% | — | +17.38% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -2.64% | +10.64% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.49% | -0.57% | EXIT | |
| 43 | MYY | Proshares Short Midcap 400 | ETF-その他 | 0.48% | — | — | |
| 44 | UNGUSD | US Natural Gas Fund LP | ETF-その他 | 0.47% | — | — | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | -0.19% | -6.85% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.44% | — | -11.94% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.44% | -0.22% | +62.73% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | +0.83% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | — | -3.18% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | -0.31% | -1.57% |