CIK: 0000913760
申告総資産額
$18.6億
上位200銘柄を表示中（全413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 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 6.11% | -0.12% | -32.46% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.82% | +1.01% | +13.68% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.39% | -0.17% | +56.14% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.20% | — | +16.44% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.88% | — | +216.33% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.27% | — | +12.35% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.19% | -0.34% | +0.84% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.11% | +0.76% | +13.82% | |
| 9 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.07% | — | +358.24% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.88% | — | +11.60% | |
| 11 | ARKK | Ark Innovation ETF | ETF-その他 | 1.83% | — | +69.12% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.82% | — | +9.96% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.52% | -0.13% | +11.94% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.49% | +0.32% | +8.08% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | -0.45% | -1.74% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.19% | — | +17.15% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.12% | — | +106.61% | |
| 18 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.05% | — | +11.96% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.04% | -0.37% | +3.44% | |
| 20 | MUFG | Mitsubishi Ufj Finl-spon Adr | 株式-金融 | 0.96% | — | — | |
| 21 | AME | Ametek INC | 株式-資本財 | 0.88% | — | -0.12% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.85% | — | +753.62% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | -0.44% | +10.27% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.80% | — | +4.67% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.76% | -0.55% | -4.26% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | — | -2.31% | |
| 27 | JETS | US Global Jets ETF | ETF-その他 | 0.71% | — | — | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.71% | — | +12.44% | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.65% | — | — | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.60% | — | +10.82% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.58% | — | +16.97% | |
| 32 | SHOP | Shopify INC - Class A | 株式-IT | 0.55% | — | +0.80% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.49% | — | +987.07% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.48% | — | -10.28% | |
| 35 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 0.47% | — | +212.73% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.46% | — | +4.02% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | -0.20% | +34.92% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | -0.14% | +3.05% | |
| 39 | XYZ | Block INC | 株式-金融 | 0.42% | — | -11.12% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | +2.09% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | — | -0.57% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | -0.19% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.36% | — | +55.01% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.35% | — | +2.84% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.34% | -0.33% | +3.92% | |
| 46 | ✓ | Direxion Shs ETF Tr | ETF-その他 | 0.33% | — | — | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | -0.13% | +5.92% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.32% | -0.58% | -8.17% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.32% | — | +2.11% | |
| 50 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.32% | — | — |