CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中（全321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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.94% | +0.42% | -19.21% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.36% | — | -11.40% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.93% | -0.23% | -0.34% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.89% | — | -3.79% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.61% | — | +97.85% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.35% | — | -8.13% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.11% | — | +3.47% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.07% | +0.40% | +5.52% | |
| 9 | PWS | Pacer Wealthshield ETF | ETF-その他 | 1.96% | — | -12.66% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.95% | — | -3.83% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.89% | -0.14% | +90.34% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.85% | +0.63% | +440645.45% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.81% | — | +851.14% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.81% | +0.20% | +41.33% | |
| 15 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 1.75% | — | +7.48% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.59% | — | -17.09% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.50% | — | -5.57% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.44% | — | -5.69% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.41% | — | -6.87% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.28% | +95.29% | |
| 21 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.24% | — | +59.16% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.17% | — | +246.80% | |
| 23 | ✓ | Kraneshares Tr | 株式-その他 | 1.09% | — | +0.57% | |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.08% | — | +1.35% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.03% | — | -47.56% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | — | +26.97% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.91% | -0.16% | -2.42% | |
| 28 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.89% | — | +92065.52% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.89% | — | +766.06% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | +118.09% | |
| 31 | DOG | Proshares Short Dow30 | ETF-その他 | 0.85% | — | +185.19% | |
| 32 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.79% | — | +15.55% | |
| 33 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.78% | — | +135.20% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.71% | — | -12.53% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.67% | — | +13.79% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.20% | +240.54% | |
| 37 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.67% | — | +72.65% | |
| 38 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.65% | — | — | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | +22.17% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.62% | — | +19.47% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | +312.35% | |
| 42 | TFC | Truist Financial CORP | 株式-金融 | 0.59% | — | +0.66% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | +87.30% | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.57% | -0.09% | +62.03% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.55% | — | +21.17% | |
| 46 | CSX | Csx CORP | 株式-資本財 | 0.55% | — | — | |
| 47 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.54% | — | — | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | — | +72.95% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.50% | — | -40.51% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | -5.89% |