CIK: 0001800465
申告総資産額
$12.4億
| # | 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 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 6.06% | — | -3.21% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.99% | -0.17% | -4.01% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.38% | -0.17% | +41.37% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 2.91% | — | +12.12% | |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.90% | — | +2.53% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.83% | -0.37% | +0.39% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.70% | -0.20% | +10.96% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.26% | +0.26% | +12.08% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.26% | -0.66% | -2.39% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.23% | — | +24.01% | |
| 11 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 2.15% | — | +14.16% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.06% | — | +1.62% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.99% | +0.38% | +8.05% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.84% | — | -2.67% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.79% | +0.19% | +6.93% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.78% | — | +4.51% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.71% | -0.29% | -1.18% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.61% | — | +0.59% | |
| 19 | ARKK | Ark Innovation ETF | ETF-その他 | 1.54% | — | +10.28% | |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.47% | — | +10.44% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.44% | — | +11.28% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.44% | — | +1.26% | |
| 23 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.41% | — | -2.46% | |
| 24 | BAPR | Innovator U.s. Equity Buffer | ETF-その他 | 1.38% | — | -2.81% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.28% | — | +5.13% | |
| 26 | BP | Bp Plc-spons Adr | 株式-エネルギー | 1.06% | — | +1.69% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.95% | — | -2.08% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.94% | — | +13.36% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.93% | — | +8.33% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.90% | — | +1.01% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.50% | +0.21% | |
| 32 | NIE | Virtus Equity & Convertible Income Fund | 株式-その他 | 0.78% | — | +17.39% | |
| 33 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.76% | — | +11.14% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.71% | — | -5.64% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.70% | -0.16% | +19.08% | |
| 36 | IYF | Ishares US Financials ETF | ETF-その他 | 0.67% | -0.10% | +4.40% | |
| 37 | 2JE | Focus Financial Partners-a | 株式-その他 | 0.66% | — | -33.70% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | +0.17% | -7.06% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.65% | — | -11.92% | |
| 40 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.61% | -0.13% | +34.87% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.59% | — | -0.79% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | -0.13% | +0.17% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.53% | — | -3.02% | |
| 44 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.53% | — | -20.27% | |
| 45 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.53% | — | — | |
| 46 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.52% | — | +10.20% | |
| 47 | RGEN | Repligen CORP | 株式-ヘルスケア | 0.52% | — | — | |
| 48 | AIVI | Wisdomtree International Ai | ETF-その他 | 0.51% | — | +165.96% | |
| 49 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.46% | — | +24.63% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.46% | — | +5.22% |