CIK: 0002010574
申告総資産額
$1.8億
上位200銘柄を表示中(全1215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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 9.68% | -0.19% | +0.00% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.21% | -0.58% | -0.89% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.06% | -0.77% | -1.64% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-その他 | 3.18% | +1.12% | +5.61% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.07% | -0.28% | +0.76% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.93% | +0.09% | +8.11% | |
| 7 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 2.62% | -0.14% | +3.21% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.15% | — | +0.00% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -0.21% | +3.89% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.92% | — | -0.33% | |
| 11 | IHDG | Wisdomtree International Hed | ETF-その他 | 1.49% | — | -3.86% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.36% | — | +24.83% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.33% | +0.20% | +3.74% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.21% | -0.09% | +11.94% | |
| 15 | MBB | Ishares Mbs ETF | ETF-その他 | 1.20% | — | -4.97% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.19% | — | +8.64% | |
| 17 | CRM | Salesforce INC | 株式-IT | 1.19% | — | +5505.10% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.01% | +0.16% | -0.05% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.97% | — | +13.19% | |
| 20 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 0.81% | — | +37.28% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.79% | +0.09% | +255.23% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | — | +24.54% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | -0.10% | -1.67% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.75% | — | +0.06% | |
| 25 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.72% | +0.04% | +5.58% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.70% | -0.07% | +8.85% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.69% | — | +2.49% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.65% | — | +34.29% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.64% | -0.11% | +38.91% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.63% | — | +0.04% | |
| 31 | ECBK | Ecb Bancorp INC | 株式-その他 | 0.62% | -0.05% | +2.18% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | — | — | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.60% | — | +291.20% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.59% | +0.05% | +7.17% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.59% | — | -0.57% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +1.03% | |
| 37 | DBEM | Xtrackers Msci Emerging Mark | ETF-新興国市場 | 0.56% | — | -6.46% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.55% | — | +0.26% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.54% | — | +0.48% | |
| 40 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.52% | -0.07% | +0.12% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.52% | — | +0.68% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.50% | — | +1.54% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | -0.05% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | +11.80% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | -0.09% | +2.88% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | -28.13% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.47% | — | +94.24% | |
| 48 | XLB | Ss Materials Select Sector | ETF-その他 | 0.46% | — | +3.56% | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.46% | +0.04% | -1.96% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +3.60% |