CIK: 0001790525
申告総資産額
$11.1億
上位200銘柄を表示中（全258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 | ✓ | ETF Ser Solutions | 株式-その他 | 4.48% | — | +40.18% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.95% | -0.13% | +6.83% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.43% | +0.06% | -0.57% | |
| 4 | ARKK | Ark Innovation ETF | ETF-その他 | 2.12% | — | +1.85% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.06% | — | +1.58% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.91% | +0.55% | +59.38% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.85% | — | -0.46% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 1.77% | — | -17.31% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.55% | — | +24.05% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.48% | — | -0.15% | |
| 11 | GINN | Goldman Sachs Innovate Eqty | ETF-コモディティ | 1.48% | — | +1.43% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.41% | — | +3.43% | |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.35% | +0.01% | -4.33% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | +0.10% | +2.42% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.30% | — | +3.47% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.29% | +0.27% | -3.05% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.29% | — | +5.27% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.25% | — | +28.07% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 1.25% | — | +2.36% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.20% | — | +3.42% | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.20% | — | +5.61% | |
| 22 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.18% | — | +3.59% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.16% | — | +4.85% | |
| 24 | CRM | Salesforce INC | 株式-IT | 1.16% | — | +1.50% | |
| 25 | O | Realty Income CORP | 株式-不動産 | 1.15% | — | +6.42% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.13% | — | +3.05% | |
| 27 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.11% | — | +1.00% | |
| 28 | CLOU | Global X Cloud Computing ETF | ETF-その他 | 1.08% | — | +1.96% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.06% | — | +9.99% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.05% | — | +8.21% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.05% | — | +6.76% | |
| 32 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 1.00% | — | +2.05% | |
| 33 | CI | THE Cigna Group | 株式-ヘルスケア | 1.00% | — | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | — | +113.97% | |
| 35 | HERO | Global X Video Games& Esport | ETF-その他 | 0.88% | — | -2.53% | |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.86% | — | -0.52% | |
| 37 | MILN | Global X Millennial Consumer | ETF-その他 | 0.84% | — | +0.74% | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.82% | — | +10.60% | |
| 39 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 0.79% | — | +5.40% | |
| 40 | EBIZ | Global X E-commerce ETF | ETF-その他 | 0.79% | — | +0.71% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.78% | — | +4.95% | |
| 42 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.76% | — | +16.99% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.75% | — | +9.01% | |
| 44 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.71% | +0.10% | +1.44% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.70% | — | +394.50% | |
| 46 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.70% | — | +20.80% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.66% | -0.47% | +964.55% | |
| 48 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.66% | — | +1.26% | |
| 49 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.64% | — | +177.90% | |
| 50 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.63% | — | +7.29% |