CIK: 0001800513
申告総資産額
$6.6億
上位200銘柄を表示中（全862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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.21% | -0.23% | +4.85% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.00% | -0.12% | -2.30% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.66% | -0.11% | +0.20% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 5.15% | -0.03% | +15.77% | |
| 5 | BAX | Baxter International INC | 株式-ヘルスケア | 4.57% | -0.04% | +2.38% | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 4.53% | -0.42% | +35.88% | |
| 7 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 3.97% | -0.05% | -0.35% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.57% | -0.10% | +6.48% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.56% | -0.04% | -2.75% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.41% | -0.06% | +5.21% | |
| 11 | AAPL | Apple INC | 株式-IT | 3.23% | -0.16% | +324.52% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.11% | -0.03% | -2.88% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.24% | — | +4.25% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.74% | -0.05% | +3.50% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.62% | -0.05% | +34.16% | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.52% | — | +10.22% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.25% | — | +0.05% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.18% | — | +0.09% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.09% | -0.15% | -1.59% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.07% | -0.13% | +678.19% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.93% | -0.03% | -2.84% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.92% | — | +0.01% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.75% | — | -1.19% | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.70% | — | -1.32% | |
| 25 | ✓ | Indexiq ETF Tr | ETF-大型株・グロース | 0.67% | — | -2.51% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.52% | — | -3.39% | |
| 27 | TAK | Takeda Pharmaceutic-sp Adr | 株式-ヘルスケア | 0.52% | — | -0.06% | |
| 28 | CRM | Salesforce INC | 株式-IT | 0.50% | -0.11% | +0.09% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | -0.63% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.45% | — | -6.30% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.44% | — | -5.72% | |
| 32 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.44% | — | -0.84% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | — | -22.51% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | -0.51% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.42% | — | +0.08% | |
| 36 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.40% | — | -6.34% | |
| 37 | XLF | Ss Financial Select Sector | ETF-その他 | 0.39% | — | -11.94% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | -0.31% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.35% | — | — | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.34% | — | -2.25% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.32% | — | +2.11% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | +0.02% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.32% | — | +0.45% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | -14.04% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.30% | — | -20.90% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.30% | — | +2.54% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.30% | — | -16.75% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | -0.03% | -2.08% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.27% | — | +227.91% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.27% | — | +3.71% |