CIK: 0001404652
申告総資産額
$16.8億
上位200銘柄を表示中(全281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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.11% | -0.73% | +50.04% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.06% | -0.73% | +49.24% | |
| 3 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.69% | +0.16% | +39.86% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 4.37% | — | +39.70% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 3.85% | +0.10% | +50.01% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 2.41% | -0.39% | +2.86% | |
| 7 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 2.37% | — | +20.73% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.36% | — | +34.05% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.12% | — | +51.56% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.05% | -0.17% | +0.77% | |
| 11 | OPK | Opko Health INC | 株式-その他 | 1.73% | — | +6.42% | |
| 12 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 1.64% | — | +1.84% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.64% | -0.42% | +13.78% | |
| 14 | URNM | Sprott Uranium Miners ETF | ETF-その他 | 1.58% | — | +2.54% | |
| 15 | EMLP | First Trust North American E | ETF-その他 | 1.47% | +0.24% | +58.34% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.38% | — | +48.00% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.32% | — | +35.13% | |
| 18 | DSL | Doubleline Income Solutions | 株式-その他 | 1.27% | — | +195.32% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.26% | -0.13% | +24.37% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.25% | — | +47.33% | |
| 21 | XLB | Ss Materials Select Sector | ETF-その他 | 1.24% | — | +47.34% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.22% | — | +3.24% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.16% | +0.34% | +64.05% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.99% | — | -4.59% | |
| 25 | ARCC | Ares Capital CORP | 株式-金融 | 0.83% | — | +2.54% | |
| 26 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.83% | — | +3.04% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | — | +150.62% | |
| 28 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.67% | — | +465.27% | |
| 29 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.67% | — | +5.40% | |
| 30 | ANETEUR | Arista Networks INC | 株式-その他 | 0.57% | — | +21.80% | |
| 31 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 0.57% | — | +51.73% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.57% | — | +119.95% | |
| 33 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 0.54% | — | +53.17% | |
| 34 | GLV | Clough Global Dividend & INC | 株式-その他 | 0.51% | — | +59.03% | |
| 35 | LEA | Lear CORP | 株式-一般消費財 | 0.46% | — | -12.99% | |
| 36 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 0.45% | — | +2.19% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.44% | — | — | |
| 38 | SUB | Ishares Short-term National | ETF-その他 | 0.44% | — | — | |
| 39 | ✓ | Guggenheim S&p 500 Pure Growth | 株式-その他 | 0.43% | — | -12.13% | |
| 40 | BAX | Baxter International INC | 株式-ヘルスケア | 0.39% | — | +27.13% | |
| 41 | AMAT | Applied Materials INC | 株式-IT | 0.39% | — | +19.38% | |
| 42 | LRCXEUR | Lam Research CORP | 株式-IT | 0.38% | — | +6.27% | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.37% | — | +206.87% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | — | +27.07% | |
| 45 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.34% | — | +60.10% | |
| 46 | DPG | Duff & Phelps Utility & INC | 株式-その他 | 0.34% | — | +7.11% | |
| 47 | BTZ | Blackrock Credit Allocation | 株式-その他 | 0.33% | — | +3.60% | |
| 48 | SWKS | Skyworks Solutions INC | 株式-IT | 0.33% | — | +30.80% | |
| 49 | MAN | Manpowergroup INC | 株式-資本財 | 0.33% | — | +53.08% | |
| 50 | CNC | Centene CORP | 株式-ヘルスケア | 0.32% | — | — |