CIK: 0001800513
申告総資産額
$6.6億
上位200銘柄を表示中(全872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 | 5.70% | -0.23% | -1.46% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 5.67% | -0.22% | +53.53% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.09% | +1.02% | +10.07% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.54% | -0.03% | +2.70% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.20% | -0.12% | -5.14% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.17% | -0.06% | +3.85% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.93% | +0.28% | +19.37% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.66% | -0.10% | -23.60% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.43% | -0.42% | +6.33% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.41% | — | +11.68% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.39% | -0.16% | -1.20% | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 2.26% | +0.09% | +15.40% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.07% | -0.04% | -3.35% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.91% | — | +3.68% | |
| 15 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.89% | -1.06% | +115.40% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.88% | -0.06% | +0.73% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.81% | — | -23.09% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.76% | -0.06% | -0.92% | |
| 19 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.73% | -0.09% | +32.55% | |
| 20 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.61% | — | +4.09% | |
| 21 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 1.42% | +0.55% | +4.47% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.41% | -0.11% | -0.43% | |
| 23 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 1.32% | +0.10% | +75.65% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.16% | +0.08% | +35.16% | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.15% | +0.07% | +22.45% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.14% | -0.08% | +1.50% | |
| 27 | CGCB | Cap Group Core Bond | ETF-その他 | 1.13% | — | +4.22% | |
| 28 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.12% | — | +9.94% | |
| 29 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 1.04% | — | +24.40% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.02% | -0.03% | -3.86% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.90% | -0.15% | +0.28% | |
| 32 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.88% | -0.05% | -0.69% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.88% | — | -5.19% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.87% | -0.13% | -3.20% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.80% | — | +11.16% | |
| 36 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.78% | — | +2.75% | |
| 37 | PWRD | Tcw Transform Systems ETF | ETF-その他 | 0.65% | — | -10.27% | |
| 38 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 0.64% | — | +4.41% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.63% | -0.03% | -3.97% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.03% | +1.91% | |
| 41 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-その他 | 0.62% | — | +3.72% | |
| 42 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.60% | +0.13% | +9.36% | |
| 43 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.59% | — | +3.05% | |
| 44 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 0.56% | +0.22% | — | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.48% | -0.05% | +0.15% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.44% | -0.17% | -0.10% | |
| 47 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.42% | — | -3.72% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.41% | — | -0.91% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.41% | -0.05% | -18.36% | |
| 50 | FLXR | Tcw Flexible Income ETF | ETF-その他 | 0.41% | — | -35.92% |