CIK: 0001800513
申告総資産額
$6.6億
上位200銘柄を表示中（全1043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 | 7.08% | -0.12% | +5.64% | |
| 2 | ABBV | Abbvie INC | 株式-ヘルスケア | 6.80% | -0.03% | +2.67% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.30% | -0.23% | +6.15% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.47% | -0.10% | +24.17% | |
| 5 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.32% | -0.42% | +5.15% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.24% | -0.04% | +4.77% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.11% | -0.16% | +2.19% | |
| 8 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.84% | — | +214.67% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.46% | — | -5.47% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.36% | -0.03% | -0.47% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.19% | — | -1.73% | |
| 12 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.11% | -0.05% | -0.04% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.10% | -0.06% | -1.11% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | -0.11% | -0.50% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.59% | -0.05% | +0.46% | |
| 16 | BAX | Baxter International INC | 株式-ヘルスケア | 1.40% | -0.04% | -3.68% | |
| 17 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.37% | +0.09% | +80867.44% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.30% | — | +10.23% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.24% | -0.03% | +27.01% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.21% | -0.13% | +0.70% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.15% | -0.15% | +0.23% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.13% | -0.05% | -0.38% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.08% | — | — | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.08% | -0.08% | -1.93% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.98% | +1.02% | +18.24% | |
| 26 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 0.88% | — | -1.26% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 0.83% | — | -6.77% | |
| 28 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.79% | — | +395.21% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 0.75% | — | +14.90% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | -0.03% | +0.09% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.72% | — | — | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.70% | — | +0.14% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.67% | -0.06% | +2.52% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.63% | — | +3.18% | |
| 35 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.62% | — | -13.03% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.62% | — | +1.99% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.59% | — | -4.80% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.58% | — | +111.03% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.58% | — | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.57% | — | +39.23% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | — | -2.13% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.54% | — | -0.93% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | — | -0.08% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.50% | — | -0.59% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.11% | +6.52% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.49% | — | -9.87% | |
| 47 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.47% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | +4.05% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.46% | -0.17% | +0.09% | |
| 50 | ✓ | Indexiq ETF Tr | ETF-大型株・グロース | 0.46% | — | +0.01% |