CIK: 0001800465
申告総資産額
$12.4億
上位200銘柄を表示中（全213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 | 5.51% | — | -0.47% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.24% | -0.17% | -0.04% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.24% | -0.17% | +1.75% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.67% | +0.38% | +4.53% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.01% | -0.37% | -0.60% | |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.91% | — | -0.25% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.60% | +0.26% | +4.09% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 2.35% | — | +2.05% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.24% | -0.20% | -4.64% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.21% | — | +2.16% | |
| 11 | ARKK | Ark Innovation ETF | ETF-その他 | 2.17% | — | +7.23% | |
| 12 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 2.11% | — | -1.04% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.97% | — | +1.52% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.95% | -0.66% | +2.06% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.83% | — | +3.90% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.80% | -0.29% | +2.62% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.76% | — | +3.47% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.48% | — | -1.18% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.44% | — | -6.18% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.32% | +0.19% | +0.33% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.27% | — | +1.64% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.13% | — | -3.11% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.10% | +0.07% | +7.99% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.08% | — | +0.30% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.98% | — | +20.56% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.97% | — | +7.84% | |
| 27 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.97% | — | +0.52% | |
| 28 | BAPR | Innovator U.s. Equity Buffer | ETF-その他 | 0.95% | — | -1.72% | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.92% | — | +6.68% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.86% | -0.16% | +8.95% | |
| 31 | AIVI | Wisdomtree International Ai | ETF-その他 | 0.84% | — | +1.68% | |
| 32 | EJAN | Innovator Emerging Markets P | ETF-新興国市場 | 0.83% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | — | -3.72% | |
| 34 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.79% | — | +6.23% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -0.50% | +4.64% | |
| 36 | IYF | Ishares US Financials ETF | ETF-その他 | 0.76% | -0.10% | +7.37% | |
| 37 | XNIEX | Virtus Equity & Convertible | 株式-その他 | 0.76% | — | — | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.73% | — | -4.41% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.71% | — | +2.76% | |
| 40 | RGEN | Repligen CORP | 株式-ヘルスケア | 0.71% | — | — | |
| 41 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.63% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.14% | +0.65% | |
| 43 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.62% | — | +6.56% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | +0.17% | +1.32% | |
| 45 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.60% | — | +4.86% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.58% | — | +12.16% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.13% | +8.74% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.55% | — | -0.98% | |
| 49 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.53% | -0.13% | +0.32% | |
| 50 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.52% | — | -0.43% |