CIK: 0001769897
申告総資産額
$55.0億
上位200銘柄を表示中(全923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 | NVDA | Nvidia CORP | 株式-IT | 4.10% | -0.35% | -0.04% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.65% | -0.26% | +6.43% | |
| 3 | QGRO | American Century US Quality | ETF-その他 | 2.20% | — | +10.07% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.10% | -0.20% | -0.18% | |
| 5 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 2.09% | +0.01% | +1.72% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.87% | -0.40% | +13.04% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.59% | -0.33% | +1.83% | |
| 8 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 1.48% | -0.25% | +23.49% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.36% | +0.06% | +4.95% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | — | -0.06% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.33% | — | +10.61% | |
| 12 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 1.32% | — | -1.48% | |
| 13 | VSDA | Victoryshares Dividend Accel | ETF-その他 | 1.23% | — | +5.87% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.22% | +0.02% | -2.07% | |
| 15 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 1.15% | +0.05% | +6.67% | |
| 16 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 1.15% | — | +10.47% | |
| 17 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-その他 | 1.09% | — | +1.07% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.02% | +0.03% | +3.30% | |
| 19 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 1.01% | — | +5.50% | |
| 20 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 1.00% | -0.16% | -1.78% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.97% | — | +1.00% | |
| 22 | LVHI | Franklin International Low V | ETF-その他 | 0.95% | +0.08% | -3.39% | |
| 23 | FDV | Fed Hermes US Strat Div ETF | ETF-その他 | 0.91% | +0.06% | +4.38% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | -0.13% | -1.08% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.83% | — | +35.73% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.80% | +0.15% | +1.20% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.75% | +0.03% | +2.66% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.15% | +0.62% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.69% | — | -0.34% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.69% | — | +6.76% | |
| 31 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.67% | +0.07% | +30.08% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | +0.26% | +5.43% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +1.88% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.65% | — | +3.51% | |
| 35 | VSMV | Victoryshares US Min Vol ETF | ETF-その他 | 0.63% | — | +35.10% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.62% | — | -4.52% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.62% | — | +1.94% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.61% | — | +1.15% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | — | -1.71% | |
| 40 | IDMO | Invesco S&p International De | ETF-その他 | 0.60% | — | +2.72% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.59% | — | +0.55% | |
| 42 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.59% | — | +31.94% | |
| 43 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 0.59% | — | +5.93% | |
| 44 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.58% | — | +3.17% | |
| 45 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.57% | -0.15% | +2.52% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.56% | — | -7.97% | |
| 47 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.55% | — | +5.62% | |
| 48 | IDVO | Amplify Cwp Intl Enh Dvd INC | ETF-その他 | 0.54% | — | +1.84% | |
| 49 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.53% | — | +4.21% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.53% | — | -6.28% |