CIK: 0001791965
申告総資産額
$73.3億
上位200銘柄を表示中（全261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 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 4.01% | — | +41.30% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.85% | +0.08% | +12.10% | |
| 3 | AAPL | Apple INC | 株式-IT | 1.76% | — | +18.59% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.74% | — | -9.30% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.67% | +0.19% | +14.74% | |
| 6 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.51% | — | — | |
| 7 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.46% | — | — | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.45% | +0.19% | +1.47% | |
| 9 | XLB | Ss Materials Select Sector | ETF-その他 | 1.44% | -0.44% | +10.22% | |
| 10 | ✓ | Powershares Global ETF Trust | ETF-その他 | 1.38% | — | +20.70% | |
| 11 | IQDF | Flexshares-int Qual Dvd Inde | ETF-その他 | 1.33% | — | +50.37% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | — | +254.67% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | — | +17.96% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.25% | — | +59.58% | |
| 15 | T | At&t INC | 株式-通信サービス | 1.20% | — | -14.55% | |
| 16 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.10% | — | +23.55% | |
| 17 | ✓ | Powershares | 株式-その他 | 1.07% | — | +65.61% | |
| 18 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.04% | — | -4.46% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.03% | — | +52.62% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +16.73% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.97% | +0.41% | +41.78% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.96% | — | -38.31% | |
| 23 | ✓ | Snyders-lance INC Com | 株式-その他 | 0.96% | — | — | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.95% | — | -27.88% | |
| 25 | USCI | United States Commodity Inde | ETF-コモディティ | 0.95% | — | +32.99% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.94% | +0.10% | +62.67% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | — | +2.39% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | +956.08% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.81% | +0.16% | NEW | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.81% | — | +86.74% | |
| 31 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.80% | — | +85.58% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.78% | — | +342.72% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.75% | — | +100.22% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.34% | -17.06% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.73% | — | +18.91% | |
| 36 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.73% | — | -5.76% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.72% | — | +9.20% | |
| 38 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 0.69% | — | +8.31% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.67% | — | +59.74% | |
| 40 | FTCS | First Trust Capital Strength | ETF-その他 | 0.66% | — | +7.14% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | +23.46% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | -8.60% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.64% | — | +142.69% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.14% | -27.95% | |
| 45 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.62% | — | +22.09% | |
| 46 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.62% | — | +6.38% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.62% | — | +0.58% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +10.00% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.60% | — | +91.27% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.60% | — | +13.78% |