CIK: 0001694435
申告総資産額
$19.8億
上位200銘柄を表示中（全305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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.89% | — | -1.11% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.83% | +0.61% | +21.26% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.80% | — | +2.79% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.49% | — | -1.68% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.11% | — | +5.11% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.10% | +0.40% | +17.04% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.09% | — | +12.34% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.91% | +0.26% | -8.17% | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.59% | -0.62% | -20.45% | |
| 10 | ARKK | Ark Innovation ETF | ETF-その他 | 1.48% | — | +33.92% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.44% | — | +1.72% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.25% | — | +14.55% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.22% | — | -1.49% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 1.18% | — | +4.95% | |
| 15 | PNQI | Invesco Nasdaq Internet ETF | ETF-テック型 | 1.17% | — | +1.43% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.14% | — | +7.10% | |
| 17 | FTCS | First Trust Capital Strength | ETF-その他 | 1.07% | — | +159.68% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.07% | — | +15.71% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | — | +4.12% | |
| 20 | ACN | Accenture plc | 株式-IT | 1.00% | — | +6.34% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.97% | -0.32% | EXIT | |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.92% | — | +6.36% | |
| 23 | AKX | Ansys INC | 株式-その他 | 0.91% | — | -0.95% | |
| 24 | ROP | Roper Technologies INC | 株式-IT | 0.90% | — | +7.87% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.89% | — | -8.64% | |
| 26 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.84% | +0.24% | +5.62% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.79% | -0.33% | -8.24% | |
| 28 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.77% | — | +9.79% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | — | +3.72% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | — | -2.09% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | +1.76% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.69% | — | -1.08% | |
| 33 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.67% | — | +12.41% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.65% | -0.17% | EXIT | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | -0.74% | +42.66% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.63% | +0.22% | +5.74% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.62% | — | -0.88% | |
| 38 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.62% | — | -3.72% | |
| 39 | IHS | Ihs Markit LTD | 株式-その他 | 0.61% | — | +4.88% | |
| 40 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.61% | — | +16.88% | |
| 41 | BR | Broadridge Financial Solutio | 株式-IT | 0.59% | — | -1.56% | |
| 42 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.59% | — | +3.07% | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.59% | — | +1.83% | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.55% | +0.20% | +121.13% | |
| 45 | MBB | Ishares Mbs ETF | ETF-その他 | 0.55% | — | +56.24% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.54% | — | +2.89% | |
| 47 | CLX | Clorox Company | 株式-生活必需品 | 0.53% | — | +9.47% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | -0.45% | |
| 49 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.51% | — | +99.83% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.50% | — | — |