CIK: 0001926571
申告総資産額
$4.0億
上位200銘柄を表示中（全359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 | MCD | Mcdonald's CORP | 株式-一般消費財 | 8.70% | — | +0.60% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 7.72% | — | +13.46% | |
| 3 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 5.63% | -0.41% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.31% | -0.31% | +0.93% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.83% | — | -1.82% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.72% | — | -37.45% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.51% | +0.57% | +406.26% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.34% | — | -1.34% | |
| 9 | FID | First Trust S&p Internationa | ETF-その他 | 3.28% | — | +1325.04% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.26% | — | -36.15% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.04% | -0.35% | -1.38% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.06% | — | +12.01% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.81% | — | +189.24% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.68% | — | +0.40% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.65% | — | -12.40% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.58% | -0.14% | EXIT | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.54% | — | -4.46% | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.51% | — | +5.39% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.46% | -2.23% | +46.66% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.44% | — | -5.12% | |
| 21 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 1.40% | — | -18.38% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.35% | — | -35.04% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.28% | — | +378.84% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.23% | — | -47.92% | |
| 25 | MTZ | Mastec INC | 株式-資本財 | 0.87% | +0.22% | — | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.87% | — | +0.86% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.87% | — | — | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.85% | — | — | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.79% | — | +4.12% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.75% | -0.15% | +2.42% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | +0.63% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.71% | — | -54.35% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | — | +0.95% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | +7.70% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | +2.22% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.67% | — | +26.03% | |
| 37 | MS | Morgan Stanley | 株式-金融 | 0.67% | — | +1.02% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.65% | — | -24.08% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | — | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.58% | — | -27.49% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.57% | — | +30.83% | |
| 42 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.55% | — | +0.92% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | +2.04% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | — | -42.80% | |
| 45 | KKR | Kkr & Co INC | 株式-金融 | 0.49% | -0.65% | +0.32% | |
| 46 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.46% | — | — | |
| 47 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 0.43% | — | +105.87% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.42% | — | +10.36% | |
| 49 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 0.39% | +0.32% | +124.57% | |
| 50 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 0.37% | — | +78.44% |