CIK: 0001404652
申告総資産額
$16.8億
上位200銘柄を表示中(全371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 | 8.44% | -0.73% | +123.59% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.07% | -0.73% | +131.95% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.08% | -0.11% | +100.00% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.90% | -0.12% | +100.00% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.89% | -0.09% | +111.48% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.83% | +0.16% | +155.10% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.11% | — | +116.73% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.96% | -0.42% | +1.08% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.60% | -0.35% | +97.43% | |
| 10 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 2.27% | — | +214.52% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 1.69% | -0.39% | +62.54% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.41% | -1.18% | +114.95% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.34% | -0.42% | +91.48% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.28% | — | +101.56% | |
| 15 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.05% | — | -32.68% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.04% | — | +115.38% | |
| 17 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 1.03% | — | +100.00% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.99% | +1.11% | NEW | |
| 19 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.95% | — | +14.35% | |
| 20 | FRI | First Trust S&p Reit Index F | ETF-大型株・グロース | 0.92% | — | +17.52% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.22% | +100.01% | |
| 22 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.84% | — | +20.04% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | -0.13% | +1.17% | |
| 24 | EMLP | First Trust North American E | ETF-その他 | 0.81% | +0.24% | +18.69% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.15% | +4.85% | |
| 26 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.75% | — | +19.67% | |
| 27 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.72% | — | +98.08% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.71% | — | +60.54% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.69% | — | +62.56% | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.67% | — | +98.21% | |
| 31 | FXR | First Trust Indst/producers | ETF-その他 | 0.63% | — | +22.00% | |
| 32 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.63% | — | +105.85% | |
| 33 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.60% | -0.21% | +23.76% | |
| 34 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.58% | — | +10.38% | |
| 35 | IPO | Renaissance Ipo ETF | ETF-その他 | 0.58% | — | +34.05% | |
| 36 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.57% | — | +20.60% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.54% | +0.17% | +14.21% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +64.44% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | +95.00% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | — | +18.69% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.44% | — | +66.20% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.44% | -0.17% | +89.29% | |
| 43 | SHOP | Shopify INC - Class A | 株式-IT | 0.44% | -0.15% | +97.66% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | +70.90% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +60.76% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.41% | — | +100.58% | |
| 47 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.40% | — | +103.47% | |
| 48 | FTA | First Trust L C Val Alp | ETF-その他 | 0.38% | — | +8.30% | |
| 49 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.37% | — | +328.95% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | +67.36% |