CIK: 0001800513
申告総資産額
$6.6億
上位200銘柄を表示中（全904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 | 7.56% | -0.12% | +5.16% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.32% | -0.23% | -23.00% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 5.58% | -0.03% | -1.55% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.41% | -0.11% | -16.16% | |
| 5 | ABT | Abbott Laboratories | 株式-ヘルスケア | 4.10% | -0.42% | +0.09% | |
| 6 | BAX | Baxter International INC | 株式-ヘルスケア | 4.07% | -0.04% | -0.68% | |
| 7 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 4.07% | -0.05% | -0.12% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.62% | -0.04% | +1.22% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.59% | -0.10% | +0.43% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.30% | -0.16% | -0.67% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.01% | -0.03% | -5.85% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.97% | -0.06% | -14.40% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.22% | — | +2.39% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.81% | -0.05% | +5.74% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.70% | -0.05% | -4.07% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.67% | -0.13% | +5.06% | |
| 17 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.43% | — | — | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.25% | — | +1.13% | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.19% | — | -12.46% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.16% | — | +85.01% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.05% | -0.15% | +0.88% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.95% | -0.03% | -3.25% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.94% | — | +0.61% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.84% | — | — | |
| 25 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.74% | — | -0.16% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.73% | — | +44.15% | |
| 27 | ✓ | Indexiq ETF Tr | ETF-大型株・グロース | 0.70% | — | +0.31% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | +3.57% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.51% | — | -2.16% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | +0.39% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | — | -2.77% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.47% | — | -7.23% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | — | +321.25% | |
| 34 | TAK | Takeda Pharmaceutic-sp Adr | 株式-ヘルスケア | 0.46% | — | -3.86% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.44% | — | +0.09% | |
| 36 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.44% | — | -9.83% | |
| 37 | XLF | Ss Financial Select Sector | ETF-その他 | 0.43% | — | -0.93% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.42% | -0.11% | +3.85% | |
| 39 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.39% | — | -2.13% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.37% | — | +4.08% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.37% | — | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | — | +37.78% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.33% | — | -3.17% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | -0.03% | -4.86% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.29% | — | +6.18% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.29% | — | +1.08% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | +4.58% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.29% | — | +7.73% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.29% | — | -6.59% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | — | +1.17% |