CIK: 0001641866
申告総資産額
$55.4億
上位200銘柄を表示中(全4209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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.61% | +0.31% | -1.56% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.58% | — | -11.07% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.43% | -0.02% | -24.25% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.93% | — | -19.84% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.27% | — | -7.18% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.25% | — | +0.80% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.17% | -0.17% | -13.28% | |
| 8 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.14% | — | +69.02% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.10% | — | -14.09% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | — | -22.59% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.99% | — | +9.17% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.96% | — | -8.49% | |
| 13 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.95% | — | -10.23% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | -0.02% | -7.51% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.93% | — | +0.06% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.89% | — | +10.55% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | +1.96% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.78% | +0.18% | +12.37% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | +0.10% | +16.86% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.72% | — | +33.07% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.71% | — | -18.01% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.70% | — | -9.21% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.67% | — | -9.20% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.64% | — | +8.81% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.64% | +0.05% | -11.52% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.64% | — | -9.75% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | +2.76% | |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.60% | — | +18.55% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | -25.58% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.57% | — | -32.01% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.54% | — | -0.37% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | -21.24% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.52% | — | -1.80% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.52% | -0.03% | -19.81% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | — | -28.17% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.47% | +0.10% | -59.41% | |
| 37 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.46% | -0.30% | -3.89% | |
| 38 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.46% | — | +6.23% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | -38.61% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.45% | — | -24.34% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.45% | — | -31.68% | |
| 42 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.45% | — | -7.90% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.45% | — | -3.99% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | -25.57% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.44% | +0.22% | +36.16% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.43% | +0.14% | -24.00% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.42% | — | -8.26% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.41% | — | +0.19% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | -19.10% | |
| 50 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.41% | — | +21.29% |