CIK: 0001667074
申告総資産額
$10.5億
上位200銘柄を表示中(全264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 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.88% | +2.38% | +8.09% | |
| 2 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 4.54% | -0.80% | -0.22% | |
| 3 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-その他 | 4.39% | -0.54% | +0.09% | |
| 4 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 4.38% | -0.46% | +0.76% | |
| 5 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 4.05% | -0.37% | +0.99% | |
| 6 | IBIG | Ishares Ibonds Oct 2030 Tt | ETF-その他 | 4.03% | -0.42% | -0.43% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.00% | — | -1.81% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 3.95% | +0.20% | +6.16% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.41% | -0.35% | -2.58% | |
| 10 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 3.37% | +0.04% | +14.59% | |
| 11 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 3.33% | +0.28% | -1.32% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.79% | -0.46% | -0.30% | |
| 13 | SMIZ | Zacks Small/mid Cap ETF | ETF-その他 | 2.27% | +0.18% | -11.65% | |
| 14 | VXX | Ipath Series B S&p 500 Vix | ETF-大型株・グロース | 2.11% | +2.94% | NEW | |
| 15 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 1.84% | -1.69% | +3.88% | |
| 16 | CLOI | Vaneck Clo ETF | ETF-その他 | 1.82% | +0.29% | -6.73% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.44% | -0.95% | |
| 18 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.67% | +0.25% | +5.43% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.62% | +0.07% | -1.85% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.46% | -0.31% | -4.07% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.33% | -0.55% | +597.24% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.32% | +0.09% | +0.51% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.29% | +0.10% | +7.09% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | — | -1.60% | |
| 25 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 0.92% | — | -2.01% | |
| 26 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.80% | — | +3.92% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.75% | — | -1.78% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | -5.61% | |
| 29 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-その他 | 0.66% | — | -2.71% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | +1.44% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | +0.05% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | +3.76% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | -0.17% | +0.37% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | — | +5.00% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.13% | -0.92% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | — | -1.22% | |
| 37 | GS | Goldman Sachs Group INC | 株式-金融 | 0.49% | — | -13.45% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | — | +5.64% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.16% | +2.40% | |
| 40 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.44% | +0.17% | +36.31% | |
| 41 | URI | United Rentals INC | 株式-資本財 | 0.41% | — | -10.30% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.39% | — | -7.11% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.39% | -0.45% | EXIT | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.39% | — | +1.05% | |
| 45 | USB | US Bancorp | 株式-金融 | 0.38% | — | +1.18% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.38% | — | -3.11% | |
| 47 | ARKK | Ark Innovation ETF | ETF-その他 | 0.37% | -0.24% | -27.48% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.36% | +0.18% | +2.70% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | — | -4.04% | |
| 50 | MU | Micron Technology INC | 株式-IT | 0.35% | — | -0.75% |