CIK: 0001769897
申告総資産額
$55.0億
上位200銘柄を表示中（全675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 | 3.51% | -0.20% | +67.75% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.47% | — | +65.26% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.33% | +52.01% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.86% | -0.26% | +1.11% | |
| 5 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.77% | — | +582.50% | |
| 6 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 1.56% | — | +23.33% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.50% | — | +3896.24% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.31% | -0.35% | +319.23% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.24% | — | +1.14% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.23% | — | +14.05% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.21% | +0.15% | -2.39% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.18% | +0.07% | +9.10% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.17% | — | +14.50% | |
| 14 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.17% | +0.01% | +52.62% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.02% | — | -49.74% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.01% | — | +12.54% | |
| 17 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.92% | — | +0.19% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.89% | — | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.89% | — | +146.80% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.85% | — | +4.13% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.83% | — | -2.76% | |
| 22 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 0.82% | — | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | +0.26% | +38.58% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | — | +42.63% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | +10.52% | |
| 26 | XLE | Ss Energy Select Sector | ETF-その他 | 0.79% | — | +8.51% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.77% | — | +49.07% | |
| 28 | FTCS | First Trust Capital Strength | ETF-その他 | 0.76% | — | -11.77% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | -0.10% | +41.84% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | — | +71.88% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.74% | +0.03% | +6.03% | |
| 32 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.73% | — | +88.72% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.73% | — | +164.28% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.72% | — | +64.93% | |
| 35 | FYT | First Trust Small Cap Val | ETF-中小型株 | 0.69% | — | +9.29% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | +26.49% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.63% | — | +46.86% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.63% | — | +1.89% | |
| 39 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.63% | — | +1.30% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.63% | — | +1.48% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.13% | +411.27% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.61% | +0.03% | +7.06% | |
| 43 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.60% | — | +10.00% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.59% | — | +34.36% | |
| 45 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.58% | — | +8.74% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.57% | +0.07% | +10.82% | |
| 47 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 0.55% | — | — | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.50% | — | -1.89% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.50% | — | -12.49% | |
| 50 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 0.49% | — | +67.62% |