CIK: 0001697490
申告総資産額
$43.0億
上位200銘柄を表示中(全766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 | 4.77% | -0.29% | -1.06% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.57% | -1.00% | EXIT | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.37% | +0.15% | +93.97% | |
| 4 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.90% | -0.29% | EXIT | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.88% | — | +5468.70% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.86% | — | -8.16% | |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.85% | — | +1582.25% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | — | -0.85% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.75% | -0.25% | +6.45% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.55% | — | +7.54% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.47% | — | -6.76% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.46% | — | -14.28% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.37% | -0.42% | -47.11% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.26% | — | -0.03% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.99% | -0.24% | +8.12% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.85% | — | +10.18% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.82% | — | +17.47% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +33.54% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.77% | — | -14.09% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | — | +11.21% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.76% | — | -0.66% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | — | +3.09% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | +12.23% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.65% | — | +4.65% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.62% | — | -4.89% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | -0.38% | -1.64% | |
| 27 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.58% | — | -11.60% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.58% | — | -4.96% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 0.55% | +0.17% | +76.85% | |
| 30 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.54% | — | +0.30% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +2.80% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.54% | — | +102.19% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.53% | -0.12% | +43.71% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.52% | — | +19.63% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.52% | -0.17% | -16.57% | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | — | -1.25% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | — | +20.91% | |
| 38 | SGDM | Sprott Gold Miners ETF | ETF-コモディティ | 0.45% | — | +15.93% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | -5.81% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +9.23% | |
| 41 | HFRO | Highland Opport & Income | 株式-その他 | 0.42% | — | +0.26% | |
| 42 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.42% | — | -69.50% | |
| 43 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.42% | — | +518.36% | |
| 44 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.42% | — | — | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.39% | — | -6.63% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.39% | — | +8.64% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.38% | — | -28.84% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.37% | — | -20.01% | |
| 49 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.37% | — | +270.19% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.37% | — | -2.69% |