CIK: 0001598304
申告総資産額
$26.0億
上位200銘柄を表示中（全202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 | 8.54% | +0.05% | +11.32% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 5.13% | — | +1.76% | |
| 3 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 5.10% | — | +6.67% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.78% | — | +3.14% | |
| 5 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 4.68% | — | +12.74% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 4.05% | -0.22% | +6.85% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.71% | +0.47% | -15.37% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.55% | -0.24% | +0.27% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.49% | — | +1.90% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.35% | -0.58% | +2644.16% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 3.09% | +0.20% | +8.19% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.63% | — | +4.04% | |
| 13 | METV | Roundhill Ball Metaverse ETF | ETF-その他 | 2.31% | — | +12.80% | |
| 14 | FNY | First Trust Mid Cap Growth | ETF-その他 | 2.18% | — | — | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.12% | — | -9.56% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.01% | — | +23.92% | |
| 17 | XLB | Ss Materials Select Sector | ETF-その他 | 1.96% | — | +3.19% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.78% | — | +3.06% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.60% | — | +20.89% | |
| 20 | FMB | First Trust Managed Municipa | ETF-その他 | 1.54% | — | +28.91% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.45% | — | +13.40% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | — | +0.02% | |
| 23 | CQQQ | Invesco China Technology ETF | ETF-テック型 | 1.23% | — | — | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.11% | — | +8.40% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.08% | -0.20% | -0.10% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | -0.08% | +4.22% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.97% | -0.09% | +5.64% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | — | +5.44% | |
| 29 | AXP | American Express Co | 株式-金融 | 0.95% | -0.23% | — | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.91% | -0.21% | -0.93% | |
| 31 | CRPT | Ft Skybr Crypt & Dig Econ | ETF-その他 | 0.84% | — | — | |
| 32 | GM | General Motors Co | 株式-一般消費財 | 0.60% | — | +0.73% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.58% | — | +23.46% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | — | -0.29% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.52% | +0.09% | +80.13% | |
| 36 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.52% | — | — | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | +13.46% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.47% | -0.06% | -0.74% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | +2.31% | |
| 40 | UBER | Uber Technologies INC | 株式-資本財 | 0.46% | -0.20% | — | |
| 41 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 0.44% | — | +0.49% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | +1.77% | |
| 43 | KLAC | Kla CORP | 株式-IT | 0.43% | — | -1.33% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | -0.07% | +30.23% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | -0.10% | +13.70% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.39% | — | +1.23% | |
| 47 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.36% | — | -73.94% | |
| 48 | VSXY | Victoria's Secret & Co | 株式-一般消費財 | 0.35% | — | +203.69% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | +70.64% | |
| 50 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.35% | — | +11.60% |