CIK: 0001769897
申告総資産額
$55.0億
上位200銘柄を表示中（全586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 | 2.85% | -0.20% | +1.46% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.34% | -0.26% | +12.39% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.21% | — | -0.78% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.79% | +0.15% | -11.79% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.72% | -0.33% | +9.58% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.71% | — | +0.41% | |
| 7 | FCTR | First Trust Lunt US Factor | ETF-その他 | 1.61% | — | +13.96% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.54% | — | -6.61% | |
| 9 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 1.51% | — | — | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.28% | — | +6.61% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.23% | — | +13.41% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.21% | — | +14.78% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.20% | — | +13.90% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.19% | +0.07% | +5.48% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.16% | — | -0.01% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.16% | — | +4.35% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.15% | — | -0.28% | |
| 18 | PAVE | Global X US Infrastructure | ETF-その他 | 1.06% | — | +14.52% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.06% | — | +2.19% | |
| 20 | FTCS | First Trust Capital Strength | ETF-その他 | 1.05% | — | +3.23% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.94% | — | -10.90% | |
| 22 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.90% | +0.01% | +11.33% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.88% | +0.03% | +11.76% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 0.81% | — | +755.73% | |
| 25 | FYT | First Trust Small Cap Val | ETF-中小型株 | 0.77% | — | +12.73% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | — | +8.69% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | +0.26% | -20.62% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.75% | — | +1.25% | |
| 29 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.75% | — | +7.00% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.72% | — | +75.96% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.72% | — | +2.12% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.70% | +0.03% | +12.28% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.69% | — | +8.64% | |
| 34 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.69% | — | +3.82% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.68% | — | +65.27% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.68% | — | -0.40% | |
| 37 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.62% | — | +31.34% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.07% | +15.13% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.60% | -0.35% | +12.54% | |
| 40 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.58% | — | -6.54% | |
| 41 | COMB | Graniteshares Bcom Broad Str | ETF-その他 | 0.58% | — | +5.06% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.58% | — | +57.91% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | -13.60% | |
| 44 | GXO | Gxo Logistics INC | 株式-資本財 | 0.57% | — | +0.12% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.57% | — | -0.72% | |
| 46 | FPXI | First Trust International Eq | ETF-その他 | 0.56% | — | +76.00% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | -0.10% | +3.32% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | +2.76% | |
| 49 | ECL | Ecolab INC | 株式-素材 | 0.52% | — | +4.77% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.50% | -0.14% | +9.98% |