CIK: 0001800465
申告総資産額
$12.4億
上位200銘柄を表示中（全211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 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.45% | — | -2.08% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.38% | -0.17% | -0.29% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.27% | -0.17% | -3.34% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.46% | +0.38% | +56.15% | |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 3.08% | — | +2.50% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.73% | -0.37% | +0.31% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.72% | -0.20% | +5.39% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 2.55% | — | +4.45% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.42% | +0.26% | +6.83% | |
| 10 | ARKK | Ark Innovation ETF | ETF-その他 | 2.23% | — | +3.78% | |
| 11 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 2.10% | — | +3.20% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.04% | — | +2.87% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.02% | -0.66% | +0.04% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.97% | — | +1.60% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.89% | — | +0.73% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.68% | -0.29% | +7.43% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.60% | — | +5.49% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.56% | — | -4.89% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.56% | +0.19% | +1.71% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.44% | — | +3.66% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.25% | — | -2.30% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.25% | — | +5.58% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.15% | — | +106.74% | |
| 24 | BAPR | Innovator U.s. Equity Buffer | ETF-その他 | 1.02% | — | -4.98% | |
| 25 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.97% | — | -11.69% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.89% | — | +3.60% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.88% | — | +71.71% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.88% | — | +0.47% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.07% | +159.86% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.86% | — | +3.30% | |
| 31 | AIVI | Wisdomtree International Ai | ETF-その他 | 0.84% | — | +20.41% | |
| 32 | NIE | Virtus Equity & Convertible Income Fund | 株式-その他 | 0.83% | — | +1.92% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.83% | -0.16% | +18.36% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.79% | — | +307.81% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.79% | — | +35.21% | |
| 36 | RGEN | Repligen CORP | 株式-ヘルスケア | 0.74% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.50% | +5.44% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.74% | — | +7.40% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.70% | — | -0.49% | |
| 40 | IYF | Ishares US Financials ETF | ETF-その他 | 0.67% | -0.10% | +122.82% | |
| 41 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.66% | — | — | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.17% | +5.09% | |
| 43 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.59% | — | +5.87% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.57% | — | -4.22% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | -0.13% | +13.07% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.55% | — | +26.25% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | -0.14% | -3.19% | |
| 48 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.54% | -0.13% | -0.17% | |
| 49 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.52% | — | +5.50% | |
| 50 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 0.49% | +0.06% | -0.35% |