CIK: 0001800513
申告総資産額
$6.6億
上位200銘柄を表示中（全930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 | 8.92% | -0.12% | +27.56% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.81% | -0.23% | +27.39% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 6.13% | -0.03% | -1.99% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.34% | -0.10% | +20.17% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 4.32% | +1.02% | +340.55% | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.44% | -0.42% | +3.15% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.38% | — | +24.74% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.22% | -0.04% | +1.18% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.04% | -0.16% | -1.70% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.32% | -0.06% | +9.08% | |
| 11 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 2.09% | +0.09% | +66.93% | |
| 12 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.04% | -0.05% | -0.73% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.95% | -0.11% | +0.38% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.92% | -0.03% | -17.75% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.70% | — | -19.14% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.69% | -0.03% | +36.99% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.48% | — | -35.73% | |
| 18 | BAX | Baxter International INC | 株式-ヘルスケア | 1.30% | -0.04% | +2.34% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.26% | — | -0.73% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.21% | -0.05% | -23.98% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -0.15% | -0.89% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 1.06% | -0.13% | -0.96% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.03% | -0.05% | -11.69% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.79% | — | +45.91% | |
| 25 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.76% | — | +240820.00% | |
| 26 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.73% | — | -0.94% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | -0.03% | +1.19% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 0.70% | — | +14.24% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.66% | -0.08% | -36.49% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.65% | -0.06% | -2.87% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.65% | — | -8.44% | |
| 32 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 0.60% | — | -29.03% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | — | -1.87% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.59% | — | -16.30% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.58% | — | -7.33% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.56% | — | -0.56% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | -0.06% | +124.09% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.53% | — | -3.39% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | — | -17.28% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.50% | — | -0.83% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.45% | -0.17% | +0.05% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.44% | — | -7.38% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | +1.77% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.42% | — | +13.04% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | -29.94% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.40% | — | -28.89% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.40% | — | +0.12% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.39% | — | -52.91% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.11% | -1.02% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.35% | — | -24.63% |