CIK: 0001765690
申告総資産額
$12.9億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 6.26% | -0.22% | -1.89% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.67% | -0.19% | -2.77% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.20% | — | -3.60% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.18% | — | -29.41% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.06% | — | +0.30% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.89% | — | +0.74% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.13% | -0.47% | +0.13% | |
| 8 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 2.00% | -0.29% | EXIT | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.96% | — | +8.45% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.87% | — | -4.13% | |
| 11 | QSIG | Wisdomtree US Short Term Cor | ETF-その他 | 1.81% | — | -12.44% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.72% | +0.07% | +14.01% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.58% | — | -1.19% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | — | +1.59% | |
| 15 | HFRO | Highland Opport & Income | 株式-その他 | 1.56% | — | -4.38% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.50% | — | -11.62% | |
| 17 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 1.49% | — | +15.77% | |
| 18 | ARKK | Ark Innovation ETF | ETF-その他 | 1.44% | — | +27.23% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.37% | — | -2.74% | |
| 20 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 1.23% | — | -3.49% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.16% | +0.14% | +2.03% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 1.13% | — | -0.09% | |
| 23 | CDC | Victoryshares US Eq Income E | ETF-その他 | 1.04% | — | +246.09% | |
| 24 | ✓ | Transamerica ETF Tr | ETF-その他 | 1.04% | — | +43.09% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.03% | — | +11.50% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.99% | -0.09% | +2.25% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.93% | — | -9.20% | |
| 28 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.90% | — | -21.53% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.82% | — | +294.56% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.81% | — | +2.39% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.80% | — | +6.62% | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.74% | — | -3.96% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | — | +7.05% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.68% | — | -4.08% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.68% | — | +1.49% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | -0.33% | +2.98% | |
| 37 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.62% | — | +0.23% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.60% | — | +78.94% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | — | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.59% | — | +288.91% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | — | +29.14% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.55% | — | +5.32% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.55% | — | +1.39% | |
| 44 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.55% | — | -6.48% | |
| 45 | ✓ | Ishares Tr | 株式-その他 | 0.54% | — | +4.25% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.53% | — | -0.08% | |
| 47 | BX | Blackstone INC | 株式-金融 | 0.53% | — | +2.23% | |
| 48 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 0.53% | — | -0.32% | |
| 49 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.50% | — | — | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | +22.25% |