CIK: 0001598304
申告総資産額
$26.0億
上位200銘柄を表示中（全201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 | XLK | Ss Technology Select Sector | ETF-テック型 | 7.46% | +0.05% | +2.15% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 5.05% | — | +4.65% | |
| 3 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 4.98% | — | +3.32% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.83% | — | +6.51% | |
| 5 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.76% | +0.47% | +1.20% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.53% | — | — | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 4.03% | — | +45.01% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.94% | -0.22% | +4.89% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.41% | — | +132.89% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 3.22% | +0.20% | +8.41% | |
| 11 | AAPL | Apple INC | 株式-IT | 3.20% | -0.24% | -1.14% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.95% | — | -31.26% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.59% | — | +61.44% | |
| 14 | METV | Roundhill Ball Metaverse ETF | ETF-その他 | 2.16% | — | — | |
| 15 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 2.01% | — | — | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.89% | — | — | |
| 17 | XLB | Ss Materials Select Sector | ETF-その他 | 1.87% | — | -1.68% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.84% | — | +6.23% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.81% | — | +2.25% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.52% | — | -2.23% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | — | -0.24% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.46% | — | +1.80% | |
| 23 | FMB | First Trust Managed Municipa | ETF-その他 | 1.35% | — | +10.22% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.17% | — | +5.82% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.16% | -0.08% | -3.16% | |
| 26 | AXP | American Express Co | 株式-金融 | 1.10% | -0.23% | -0.04% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.20% | -3.14% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | — | -1.68% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | -0.09% | +0.23% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.73% | -0.21% | +276.14% | |
| 31 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.61% | — | — | |
| 32 | GM | General Motors Co | 株式-一般消費財 | 0.61% | — | -0.36% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.59% | — | +4.16% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | -0.05% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.54% | — | +3.55% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | -4.22% | |
| 37 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.49% | +0.08% | -8.32% | |
| 38 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 0.45% | — | — | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.44% | +0.05% | NEW | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | -24.14% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.39% | -0.06% | -0.60% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | -0.10% | -1.66% | |
| 43 | KLAC | Kla CORP | 株式-IT | 0.38% | — | +3.43% | |
| 44 | PYPL | Paypal Holdings INC | 株式-金融 | 0.37% | — | +2.30% | |
| 45 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.35% | — | -3.84% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.06% | -3.74% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.33% | — | +2.93% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | -0.07% | — | |
| 49 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.32% | — | -3.37% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.31% | — | -5.14% |