CIK: 0001769302
申告総資産額
$8.0億
上位200銘柄を表示中（全797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 | FDD | First Trust Stoxx Europe | ETF-その他 | 17.40% | — | +1.14% | |
| 2 | XLF | Ss Financial Select Sector | ETF-その他 | 16.13% | — | +0.60% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.31% | -0.56% | -0.51% | |
| 4 | DIEM | Franklin Emerging Market Cor | ETF-新興国市場 | 3.52% | — | +0.46% | |
| 5 | CVX | Chevron CORP | 株式-エネルギー | 3.11% | +0.13% | -2.09% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.09% | +0.04% | +14.96% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.28% | -0.13% | +3.29% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.12% | — | -0.05% | |
| 9 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.70% | — | -1.78% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.50% | -0.31% | -3.71% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.30% | — | -0.59% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.12% | — | +4.51% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.87% | — | +2.26% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.86% | — | +0.04% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.83% | — | +24.31% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.72% | +0.46% | +177.63% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | — | -0.97% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | +3.00% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.60% | — | +1.08% | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.58% | — | +16.65% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | -2.97% | |
| 22 | VFH | Vanguard Financials ETF | ETF-その他 | 0.55% | — | +0.04% | |
| 23 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.52% | — | +25.72% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.52% | — | +0.66% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.51% | — | +2.71% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | — | -12.80% | |
| 27 | CLX | Clorox Company | 株式-生活必需品 | 0.49% | — | -0.17% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.48% | — | — | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 0.47% | — | +6.33% | |
| 30 | XLNXEUR | Xilinx INC | 株式-その他 | 0.46% | — | +7.63% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.45% | — | +0.04% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.45% | — | -82.61% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.43% | -0.17% | +10.72% | |
| 34 | ✓ | Wisdomtree | 株式-その他 | 0.43% | — | — | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | +9.87% | |
| 36 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.42% | — | +2.29% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.40% | — | — | |
| 38 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.38% | — | +0.17% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | +4.98% | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.37% | — | — | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | -0.12% | -11.04% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.35% | — | +27.42% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.35% | — | -25.51% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.35% | — | — | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | -0.11% | +9.07% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.34% | — | -6.01% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | +0.10% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.30% | +0.56% | +17.22% | |
| 49 | ESS | Essex Property Trust INC | 株式-不動産 | 0.30% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | — | +46.56% |