CIK: 0001800513
申告総資産額
$6.6億
上位200銘柄を表示中(全819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 | 7.01% | -0.23% | -0.38% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.59% | -0.12% | -4.03% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.08% | +1.02% | +1.41% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.51% | -0.03% | -1.53% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.83% | -0.06% | +2.92% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.31% | -0.10% | +6.41% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.94% | — | +2.77% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.86% | -0.22% | +10.53% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.74% | -0.16% | +0.81% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.53% | -0.04% | +0.05% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.45% | — | +2.90% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.35% | -0.42% | -1.90% | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 2.31% | +0.09% | +32.44% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.63% | -0.06% | +15.13% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | -0.11% | -1.95% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.62% | -0.06% | +0.60% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.60% | — | +3.24% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.54% | -0.08% | +0.10% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.52% | -0.03% | +1.71% | |
| 20 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.45% | — | +3.03% | |
| 21 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 1.43% | +0.13% | +7.42% | |
| 22 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-その他 | 1.39% | — | +3.07% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.27% | -0.03% | +1.65% | |
| 24 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.18% | -0.05% | -6.62% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 1.17% | — | -4.20% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.10% | +0.28% | +2.31% | |
| 27 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.07% | — | +3.34% | |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.03% | — | +10.08% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.15% | +2.20% | |
| 30 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.89% | — | +11.65% | |
| 31 | BAX | Baxter International INC | 株式-ヘルスケア | 0.86% | -0.04% | +2.33% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.74% | -0.13% | -0.73% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.67% | — | +1.41% | |
| 34 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 0.66% | +0.55% | +1.99% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.63% | -0.05% | -10.10% | |
| 36 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.59% | — | +3.05% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | -0.03% | +1.49% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.57% | — | +0.57% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.54% | -0.05% | -7.64% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | +25.87% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.48% | -0.17% | +33.95% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.48% | — | +1.70% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.47% | -0.11% | -10.46% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.46% | — | +0.83% | |
| 45 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.43% | — | +26.21% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.41% | — | -5.74% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.41% | — | +2.54% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | — | -1.71% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.37% | — | +6.27% | |
| 50 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 0.34% | — | -5.67% |