CIK: 0001641866
申告総資産額
$55.4億
上位200銘柄を表示中(全7346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 | AAPL | Apple INC | 株式-IT | 3.12% | -0.02% | +2.76% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.82% | — | +29.62% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.80% | +0.31% | +12.58% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.75% | +0.10% | +51.10% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.58% | — | +9.55% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.02% | -2.31% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.34% | — | +21.15% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.22% | — | +10.58% | |
| 9 | FTCS | First Trust Capital Strength | ETF-その他 | 1.16% | — | +331.31% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.15% | — | +6.30% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.07% | -0.17% | +5.75% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.05% | — | +68.80% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.89% | — | +9.80% | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.86% | — | +157.16% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | +0.10% | -1.82% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.83% | — | -16.47% | |
| 17 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 0.82% | — | +26.87% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.82% | — | +28.26% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.81% | — | -15.34% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.77% | -0.30% | +38.89% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.73% | — | +39.12% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.73% | — | -20.65% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.72% | — | +8.17% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | — | -0.84% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.66% | — | -19.06% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.66% | -0.03% | -2.25% | |
| 27 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.63% | — | +302.09% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | +37.65% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.60% | — | +58.85% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.59% | — | -12.79% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.58% | — | +69.31% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | — | +2.85% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | +11.96% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.54% | +0.22% | +14.43% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.53% | — | +12.98% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | +28.58% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.52% | — | +16.25% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.51% | — | -14.71% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.50% | +0.05% | -7.70% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | — | +0.88% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.49% | — | +50.85% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | -0.30% | +499.35% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | +50.37% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.45% | — | -12.70% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.45% | — | -12.39% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.43% | +0.12% | +4.01% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | +8.61% | |
| 48 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.43% | — | -0.20% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | +1.52% | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.42% | — | +30.66% |