CIK: 0001769897
申告総資産額
$55.0億
上位200銘柄を表示中（全672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 | 3.44% | -0.20% | -5.00% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.48% | — | +4.24% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.91% | — | +18.08% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.88% | -0.33% | +1.36% | |
| 5 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.83% | — | +6.67% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.77% | — | +262.91% | |
| 7 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 1.64% | — | +9.64% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.50% | -0.26% | -16.56% | |
| 9 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.33% | +0.01% | +19.37% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.27% | — | +8.56% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.24% | +0.07% | +6.97% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.21% | — | +23.02% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 1.18% | — | +0.22% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.12% | -0.35% | +5.50% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.08% | — | -4.28% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.07% | +0.03% | +82.96% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.07% | +0.15% | -9.38% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.00% | — | -1.20% | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 0.96% | — | +18.06% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.94% | — | +2.10% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | — | +2330.04% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.86% | — | -0.45% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | — | -1.01% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.82% | — | +1.41% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.80% | — | -4.66% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.78% | -0.10% | +3.14% | |
| 27 | FTCS | First Trust Capital Strength | ETF-その他 | 0.77% | — | +3.81% | |
| 28 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 0.76% | — | +1291.22% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.75% | +0.03% | +2.75% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.73% | — | -3.89% | |
| 31 | FYT | First Trust Small Cap Val | ETF-中小型株 | 0.72% | — | +12.54% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | +2.17% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | +0.26% | -10.10% | |
| 34 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.69% | — | -0.56% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.65% | — | -6.05% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | -17.87% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | +1.74% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.07% | +7.82% | |
| 39 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 0.62% | — | +5.99% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.62% | — | +2.98% | |
| 41 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.61% | — | — | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.61% | — | +2.37% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.60% | — | +5.65% | |
| 44 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.58% | — | +9.40% | |
| 45 | FPXI | First Trust International Eq | ETF-その他 | 0.55% | — | +67.01% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | -0.13% | +1852.81% | |
| 47 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.51% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | +5.62% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.50% | — | +34.49% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.49% | — | -29.85% |