CIK: 0001535811
申告総資産額
$10.2億
上位200銘柄を表示中（全288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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.38% | — | -20.65% | |
| 2 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 5.37% | -1.68% | — | |
| 3 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.62% | -3.25% | +117.14% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.55% | — | +29.21% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.40% | — | — | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.36% | — | -4.07% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.32% | — | -3.61% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.24% | +1.82% | +62.42% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.01% | — | +5.70% | |
| 10 | XLB | Ss Materials Select Sector | ETF-その他 | 1.99% | -1.15% | EXIT | |
| 11 | SKOR | Flexshares Credit-scored US | ETF-その他 | 1.95% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.70% | — | -3.99% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.65% | +0.25% | +2596.99% | |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.60% | — | — | |
| 15 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.51% | — | -2.58% | |
| 16 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-その他 | 1.38% | — | — | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.35% | +0.12% | +18.39% | |
| 18 | AIA | Ishares Asia 50 ETF | ETF-その他 | 1.28% | — | -1.13% | |
| 19 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.21% | -0.70% | — | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.20% | -1.13% | +487.43% | |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.16% | — | -7.79% | |
| 22 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 1.16% | — | — | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.09% | — | +14.37% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.09% | — | — | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 1.06% | — | — | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.97% | +0.35% | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.91% | — | +14.88% | |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.90% | — | +402.78% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.86% | — | — | |
| 30 | RFV | Invesco S&p Midcap 400 Pure | ETF-その他 | 0.82% | — | — | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.81% | — | -6.40% | |
| 32 | RWK | Invesco S&p Midcap 400 Rev | ETF-その他 | 0.80% | — | — | |
| 33 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.78% | — | — | |
| 34 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.77% | +1.07% | — | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.76% | — | — | |
| 36 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.75% | — | — | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.73% | — | -8.22% | |
| 38 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.62% | — | — | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | +21.25% | |
| 40 | CDNS | Cadence Design Sys INC | 株式-IT | 0.58% | — | -2.64% | |
| 41 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.57% | — | — | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.56% | — | +12.22% | |
| 43 | SNPS | Synopsys INC | 株式-IT | 0.56% | — | -3.03% | |
| 44 | SAIA | Saia INC | 株式-資本財 | 0.56% | — | -2.69% | |
| 45 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.55% | — | -9.71% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | +3.70% | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.51% | — | -7.95% | |
| 48 | F | Ford Motor Co | 株式-一般消費財 | 0.51% | — | +0.74% | |
| 49 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.50% | — | +11.47% | |
| 50 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.49% | — | -1.62% |