CIK: 0001697490
申告総資産額
$43.0億
上位200銘柄を表示中（全661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 | 4.24% | -0.29% | +360.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.92% | -1.00% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.90% | — | +11.74% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.86% | — | +606.83% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.79% | — | +28.76% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.53% | -0.42% | +11.02% | |
| 7 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.52% | — | +1074.37% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | — | +17.12% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.54% | — | +18.84% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.41% | -0.25% | +15.06% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.40% | +0.15% | +6.90% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.24% | — | +624.63% | |
| 13 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.12% | — | +2564.31% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.92% | — | -35.60% | |
| 15 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.79% | — | +3.72% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.75% | — | +9.39% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.73% | — | +23.18% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.72% | — | -7.51% | |
| 19 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.70% | — | -4.48% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.68% | — | -22.13% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.65% | — | +101.95% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | +637.42% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | +25.22% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | — | +3.02% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.56% | -0.24% | -9.04% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | — | +12.21% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | — | -6.30% | |
| 28 | BCSF | Bain Capital Specialty Finan | 株式-その他 | 0.52% | — | — | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.51% | — | -0.28% | |
| 30 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.51% | — | -1.79% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.50% | — | +67.23% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.49% | -0.17% | -17.24% | |
| 33 | FTCS | First Trust Capital Strength | ETF-その他 | 0.49% | — | +41.57% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.48% | — | -5.76% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | +20.72% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | — | +6.40% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.46% | — | +109.37% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.46% | — | +6.92% | |
| 39 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.45% | — | +28.76% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | +3.08% | |
| 41 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.42% | — | -5.58% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.41% | — | +20.27% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | -9.37% | |
| 44 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.40% | — | -3.47% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | — | +18.41% | |
| 46 | HFRO | Highland Opport & Income | 株式-その他 | 0.40% | — | +7.58% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | — | -2.17% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.38% | — | +6.05% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +21.39% | |
| 50 | ACN | Accenture plc | 株式-IT | 0.38% | — | +1557.54% |