CIK: 0001769897
申告総資産額
$55.0億
上位200銘柄を表示中（全691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 | 3.78% | — | +62.74% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.83% | -0.20% | -4.06% | |
| 3 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.85% | — | -0.12% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.72% | — | +6.05% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -0.33% | -6.27% | |
| 6 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 1.54% | — | -6.57% | |
| 7 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.51% | +0.01% | +10.96% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.42% | -0.26% | -2.66% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | — | +3.30% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.32% | — | +4.48% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.26% | +0.07% | +8.23% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.22% | — | -0.53% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.16% | +0.03% | +9.25% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.12% | -0.35% | -8.96% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.08% | — | -3.06% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.98% | — | -0.78% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.96% | — | +16.36% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.95% | — | — | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.92% | — | +4.00% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.89% | — | +1.33% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.83% | — | +65.33% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | +0.26% | +30.64% | |
| 23 | FTCS | First Trust Capital Strength | ETF-その他 | 0.82% | — | +3.56% | |
| 24 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.75% | +0.03% | +0.04% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.75% | — | +4.42% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | — | +2.15% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | — | +0.69% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.75% | +0.15% | -22.82% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | -0.10% | +0.12% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.74% | — | -0.34% | |
| 31 | FYT | First Trust Small Cap Val | ETF-中小型株 | 0.73% | — | -0.66% | |
| 32 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 0.71% | — | -10.19% | |
| 33 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.68% | — | +10.78% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | -19.03% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.65% | — | +0.71% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | +0.87% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | -0.76% | |
| 38 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.61% | — | -4.07% | |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.61% | — | +2.56% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.61% | — | +3.07% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.60% | — | +17.40% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.57% | +0.07% | -19.76% | |
| 43 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.56% | — | +1.82% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | — | -49.83% | |
| 45 | PAVE | Global X US Infrastructure | ETF-その他 | 0.52% | — | +3.51% | |
| 46 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 0.50% | — | +3.58% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | -6.00% | |
| 48 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.47% | — | +1.58% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | — | +46.12% | |
| 50 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.46% | — | +9.79% |