CIK: 0001769897
申告総資産額
$55.0億
上位200銘柄を表示中(全944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 | 3.87% | -0.35% | -1.51% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.60% | -0.26% | -0.13% | |
| 3 | QGRO | American Century US Quality | ETF-その他 | 2.28% | — | +7.94% | |
| 4 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 2.18% | +0.01% | +7.94% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.17% | -0.20% | +1.01% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.00% | -0.40% | +11.48% | |
| 7 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 1.61% | -0.25% | +13.86% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -0.33% | +0.46% | |
| 9 | IDMO | Invesco S&p International De | ETF-その他 | 1.40% | — | +135.62% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | — | +0.04% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.32% | +0.06% | -9.48% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.28% | +0.02% | +6.93% | |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 1.16% | — | +3.62% | |
| 14 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 1.12% | +0.05% | -3.08% | |
| 15 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 1.06% | — | +6.11% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 1.06% | -0.15% | +89.08% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.03% | — | +8.94% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.02% | +0.03% | +3.14% | |
| 19 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 1.01% | -0.16% | +6.74% | |
| 20 | LVHI | Franklin International Low V | ETF-その他 | 1.00% | +0.08% | +4.47% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | -0.13% | -3.99% | |
| 22 | FDV | Fed Hermes US Strat Div ETF | ETF-その他 | 0.96% | +0.06% | +9.35% | |
| 23 | VSMV | Victoryshares US Min Vol ETF | ETF-その他 | 0.92% | — | +46.62% | |
| 24 | VSDA | Victoryshares Dividend Accel | ETF-その他 | 0.88% | — | -24.20% | |
| 25 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.87% | — | +51.23% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.81% | +0.15% | +3.06% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.78% | — | -1.96% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | — | +0.84% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.76% | +0.03% | +4.07% | |
| 30 | AVIG | Avantis Core Fixed Income | ETF-その他 | 0.73% | — | +642.21% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.70% | — | -44.84% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | -0.15% | +11.41% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.68% | — | +0.85% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.67% | — | +12.58% | |
| 35 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-その他 | 0.67% | — | -37.03% | |
| 36 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.66% | +0.07% | +1.54% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.63% | — | -0.45% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.62% | — | +2.34% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | -4.75% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.60% | — | +2.85% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | +0.26% | -8.77% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.60% | — | +20.96% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.59% | — | +4.53% | |
| 44 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 0.58% | — | -53.66% | |
| 45 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 0.58% | — | +4.91% | |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.58% | — | +10.13% | |
| 47 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.57% | -0.10% | -10.95% | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.56% | — | +0.10% | |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.56% | — | +5.42% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | — | -8.76% |