CIK: 0001697490
申告総資産額
$43.0億
上位200銘柄を表示中（全902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 | 3.22% | -0.29% | -4.25% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.64% | +0.15% | +81.66% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.63% | -1.00% | EXIT | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.24% | -0.42% | -2.53% | |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.92% | -0.29% | EXIT | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.58% | — | +7.49% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.44% | — | -1.73% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.36% | — | +1.82% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.35% | — | +1463.36% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.34% | -0.25% | -3.50% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.24% | — | +366.52% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.17% | — | -1.28% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.09% | — | -1.67% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.05% | — | +2.84% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | — | +0.23% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 0.90% | — | -5.55% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.82% | — | +36.92% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.80% | -0.17% | +19.61% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.74% | +0.40% | -4.65% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.66% | — | -8.34% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.66% | — | +23.25% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.66% | — | +288.60% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | — | +0.43% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 0.65% | +0.17% | -10.29% | |
| 25 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.64% | -0.26% | +81.15% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | +2.37% | |
| 27 | QABA | First Trust Nasdaq Aba Cbif | ETF-テック型 | 0.62% | — | — | |
| 28 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.62% | — | -4.31% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.62% | — | +2.33% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | +1.67% | |
| 31 | PAVE | Global X US Infrastructure | ETF-その他 | 0.60% | — | +91.03% | |
| 32 | SSUS | Day Hagan Smart Sector ETF | ETF-その他 | 0.59% | — | +11.77% | |
| 33 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 0.58% | — | — | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.53% | — | +4.42% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.52% | -0.24% | -5.34% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.51% | — | -8.39% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.51% | — | +17.38% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | -0.89% | |
| 39 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 0.50% | — | +806.45% | |
| 40 | FLGV | Franklin U.s. Treasury Bond | ETF-政府公債 | 0.50% | — | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | -1.35% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +0.68% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | — | -0.32% | |
| 44 | PFIG | Invesco Fundamental Investme | ETF-その他 | 0.45% | — | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | +0.08% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.44% | — | -3.67% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.14% | -1.42% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | — | -1.92% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | +0.08% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | -19.61% |