CIK: 0001769897
申告総資産額
$55.0億
上位200銘柄を表示中(全410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 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.53% | — | +5576.15% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.28% | -0.20% | +7.86% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.59% | -0.26% | +77.74% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.47% | +0.15% | +148.02% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | — | +47.26% | |
| 6 | VSDA | Victoryshares Dividend Accel | ETF-その他 | 2.11% | — | +16.79% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.06% | -0.33% | +25.27% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.03% | — | -21.80% | |
| 9 | FTCS | First Trust Capital Strength | ETF-その他 | 1.43% | — | +149.65% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.29% | — | +2395.37% | |
| 11 | ECL | Ecolab INC | 株式-素材 | 1.27% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.09% | — | +55.71% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.08% | — | +12.31% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.97% | — | +3.19% | |
| 15 | GOAU | US Glb Gld & Metal Mnrs ETF | ETF-その他 | 0.96% | — | +279.10% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | +85.93% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 0.94% | — | +16.11% | |
| 18 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.93% | — | -28.52% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 0.93% | — | +5.96% | |
| 20 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 0.87% | — | -27.08% | |
| 21 | XPO | Xpo INC | 株式-資本財 | 0.87% | — | -4.04% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.82% | — | +40.16% | |
| 23 | XYZ | Block INC | 株式-金融 | 0.78% | — | +2.22% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.78% | — | +63.72% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | +158.74% | |
| 26 | ARKK | Ark Innovation ETF | ETF-その他 | 0.74% | — | +50.87% | |
| 27 | GPN | Global Payments INC | 株式-資本財 | 0.73% | — | +102.06% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | — | +3.73% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.72% | — | -4.03% | |
| 30 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.71% | — | +24.45% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | +23.76% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | — | +30.32% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.69% | — | +1261.01% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | +70.06% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.66% | -0.10% | +42.41% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.65% | — | +3.27% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | -0.14% | +76.53% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.64% | — | +77.02% | |
| 39 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 0.64% | — | -4.73% | |
| 40 | GS | Goldman Sachs Group INC | 株式-金融 | 0.62% | — | +0.82% | |
| 41 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.60% | — | — | |
| 42 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.60% | — | +53.51% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +80.51% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.58% | -0.35% | -5.30% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | — | +33.68% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.56% | +0.07% | +450.78% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | — | +17.41% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.55% | — | -12.72% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.54% | — | +317.75% | |
| 50 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.53% | — | — |