CIK: 0001765690
申告総資産額
$12.9億
上位200銘柄を表示中(全507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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 5.36% | -0.67% | +1.00% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.33% | +0.33% | +21.49% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.14% | +0.12% | +5.17% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 3.00% | — | +7.25% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.82% | -0.19% | +10.05% | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 2.07% | — | +4.24% | |
| 7 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 2.05% | +0.04% | +5.36% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.99% | -0.47% | +1.51% | |
| 9 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.97% | — | +6.10% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.94% | — | +5.58% | |
| 11 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 1.81% | +0.03% | +5.08% | |
| 12 | BSCV | Invesco Bulletshares 2031 Cb | ETF-その他 | 1.81% | +0.05% | +8.73% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.75% | -0.22% | -1.34% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.71% | — | +1.23% | |
| 15 | BSCW | Invesco Bulletshares 2032 Cb | ETF-その他 | 1.52% | +0.17% | +2286.47% | |
| 16 | JPEF | Jpmorgan Equity Focus ETF | ETF-その他 | 1.38% | -0.16% | +3.68% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.23% | +0.50% | +19.61% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.19% | — | -2.50% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | -0.33% | +0.68% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | +0.14% | -1.09% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.88% | +0.07% | +7.49% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | — | +6.24% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.84% | -0.18% | -20.60% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.82% | — | +1.45% | |
| 25 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.76% | +0.07% | +5.43% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.76% | — | +8.83% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | -0.60% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.73% | — | +5.86% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.71% | — | -10.53% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.67% | — | +2.18% | |
| 31 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.66% | -0.17% | -10.18% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.65% | — | -2.11% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.64% | — | +0.58% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.61% | -0.09% | -5.36% | |
| 35 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.60% | -0.08% | +5.78% | |
| 36 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.60% | +0.18% | +51.64% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | — | +22.96% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.53% | +0.16% | +24.44% | |
| 39 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.52% | — | +14.74% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.52% | +0.28% | +27.91% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | — | -2.15% | |
| 42 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.50% | — | -0.05% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.49% | — | +4.77% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | -0.09% | +6.56% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | — | -13.66% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.43% | — | +10.52% | |
| 47 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.42% | +0.13% | +16.20% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | +3.16% | |
| 49 | FXF | Invesco Currencyshares Swiss | ETF-その他 | 0.41% | — | +66.44% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.12% | -3.76% |