CIK: 0001800513
申告総資産額
$6.6億
上位200銘柄を表示中（全838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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.12% | -0.12% | -3.57% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.12% | -0.03% | +9.32% | |
| 3 | BAX | Baxter International INC | 株式-ヘルスケア | 6.11% | -0.04% | -0.59% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.87% | -0.23% | +8.50% | |
| 5 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 4.78% | -0.05% | -2.66% | |
| 6 | ✓ | Indexiq ETF Tr | ETF-大型株・グロース | 3.84% | — | +12.45% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.77% | -0.03% | +24.20% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.84% | -0.11% | +5.63% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.65% | -0.04% | +1.05% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.49% | -0.42% | +33.34% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.33% | -0.06% | -2.30% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.99% | — | +6.65% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.76% | -0.16% | -4.13% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.65% | — | +2.61% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.41% | — | -2.96% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.27% | — | +1.79% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.26% | -0.05% | -4.14% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.23% | — | -2.30% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.12% | -0.05% | +10.21% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.99% | — | -0.56% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.97% | -0.03% | -1.97% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.88% | -0.10% | -8.80% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.15% | +7.57% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.77% | — | +809.43% | |
| 25 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.75% | — | -1.31% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.75% | — | +4.79% | |
| 27 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.75% | — | -1.54% | |
| 28 | TAK | Takeda Pharmaceutic-sp Adr | 株式-ヘルスケア | 0.64% | — | +0.09% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.62% | — | +3.71% | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 0.58% | — | -4.21% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.56% | — | +2.46% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -42.37% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.55% | — | +0.13% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.55% | — | +4.12% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | -1.24% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | +6.83% | |
| 37 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.48% | — | -2.23% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.46% | — | -5.84% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.46% | — | -1.40% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.44% | — | +2.77% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.44% | — | +0.11% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.42% | — | -1.48% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | -24.19% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.11% | +0.03% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | — | +1.21% | |
| 46 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.37% | — | +1.25% | |
| 47 | EXC | Exelon CORP | 株式-公益事業 | 0.36% | — | +0.03% | |
| 48 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.33% | — | +0.10% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | — | +0.16% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.32% | — | -3.35% |