CIK: 0001767313
申告総資産額
$4.3億
上位200銘柄を表示中(全1012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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.69% | +0.19% | +4.48% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.12% | -0.21% | +15.93% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.81% | -0.23% | +5.81% | |
| 4 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 3.32% | — | +2.85% | |
| 5 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.93% | -0.11% | +6.82% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.82% | -0.25% | +2.19% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.38% | -0.18% | +1.72% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.37% | -0.35% | +6.65% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.30% | -0.19% | -2.51% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.86% | +0.12% | +6.04% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.74% | -0.14% | +1.72% | |
| 12 | EMR | Emerson Electric Co | 株式-資本財 | 1.67% | — | — | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.60% | — | +3.42% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 1.57% | — | -1.64% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.53% | — | +2.63% | |
| 16 | NFLX | Netflix INC | 株式-通信サービス | 1.50% | — | +2.98% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.42% | -0.19% | +1.21% | |
| 18 | FTCS | First Trust Capital Strength | ETF-その他 | 1.27% | — | +3.38% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.25% | — | +2.93% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.20% | — | -0.91% | |
| 21 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.18% | — | +2.73% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.14% | — | +3.95% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.07% | -3.05% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.90% | — | +4.44% | |
| 25 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.86% | — | -8.72% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | — | +13.21% | |
| 27 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.76% | -0.14% | +6.92% | |
| 28 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.76% | -0.34% | +5.21% | |
| 29 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.74% | — | +2.31% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.71% | — | +7.93% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.70% | — | +10.48% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | -0.27% | +27.05% | |
| 33 | GFY | Western Asset Var Rt Strat | 株式-その他 | 0.66% | — | -4.71% | |
| 34 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.63% | — | +4.77% | |
| 35 | ARKK | Ark Innovation ETF | ETF-その他 | 0.61% | — | +41.06% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | -3.35% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.55% | — | +117.88% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.55% | — | +1.39% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.54% | — | -0.95% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.52% | -0.29% | +1.80% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +2.18% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | +3.41% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | — | -3.76% | |
| 44 | NUV | Nuveen Municipal Value | 株式-その他 | 0.50% | — | +0.99% | |
| 45 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.45% | — | — | |
| 46 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.44% | — | +5.40% | |
| 47 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.43% | — | -0.19% | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.42% | — | -2.46% | |
| 49 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.42% | — | +6577.45% | |
| 50 | KXI | Ishares Global Consumer Stap | ETF-その他 | 0.41% | — | -10.35% |