CIK: 0001404652
申告総資産額
$16.8億
上位200銘柄を表示中（全274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 | 8.28% | -0.73% | +4.92% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.08% | -0.73% | +2.36% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.54% | -0.42% | +11.63% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.87% | -0.11% | +16.46% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.70% | -0.12% | +5.36% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.58% | -0.09% | +8.51% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.23% | +0.16% | +74.41% | |
| 8 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 3.57% | — | +130.32% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 2.92% | — | +20.09% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.79% | — | +8.93% | |
| 11 | FIXD | First Trust Smith Opportunis | ETF-その他 | 2.31% | — | -3.57% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.94% | -0.35% | -5.75% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.48% | -1.18% | -37.21% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.36% | -0.39% | +61.55% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | -0.15% | +53.48% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.24% | — | +0.01% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.21% | -0.13% | +234.56% | |
| 18 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.15% | — | -2.57% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.12% | — | -2.37% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.08% | -0.42% | -3.19% | |
| 21 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.98% | — | -0.39% | |
| 22 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.90% | — | +20.66% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.87% | — | -2.05% | |
| 24 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.82% | — | +31.93% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.77% | -0.22% | +247.70% | |
| 26 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.76% | — | +50.04% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.69% | -0.17% | -2.42% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.58% | — | -11.57% | |
| 29 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.57% | — | — | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.53% | — | — | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.48% | — | -4.41% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | -0.15% | +71.25% | |
| 33 | SHOP | Shopify INC - Class A | 株式-IT | 0.44% | -0.15% | +471.99% | |
| 34 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 0.43% | — | +0.87% | |
| 35 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.42% | — | +4.15% | |
| 36 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.42% | — | -12.12% | |
| 37 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.40% | — | +146.70% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.39% | — | +222.61% | |
| 39 | ARKK | Ark Innovation ETF | ETF-その他 | 0.39% | — | -11.61% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.38% | — | -2.45% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.38% | — | +258.15% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | -3.42% | |
| 43 | PENN | Penn Entertainment INC | 株式-一般消費財 | 0.36% | — | +173.34% | |
| 44 | FTGC | First Trust Global Tactical | ETF-その他 | 0.35% | — | +351.17% | |
| 45 | FTCS | First Trust Capital Strength | ETF-その他 | 0.35% | — | -5.51% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | +60.89% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | -1.17% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.34% | — | +2.66% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.33% | — | +9.48% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.32% | — | -4.88% |