CIK: 0001730610
申告総資産額
$3.4億
上位200銘柄を表示中（全512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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 6.17% | — | +0.58% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.06% | +0.35% | +3.27% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.83% | — | +3.52% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.75% | — | +3.39% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.83% | — | +1.50% | |
| 6 | DNKN | Dunkin' Brands Group INC | 株式-その他 | 2.78% | — | — | |
| 7 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 2.45% | — | +0.46% | |
| 8 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.79% | — | -0.78% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.64% | — | +0.43% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.62% | -0.12% | -0.03% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.57% | +0.12% | +0.03% | |
| 12 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 1.51% | — | +0.33% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.46% | — | -1.08% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.23% | — | +4.68% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.17% | -0.34% | -0.56% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.17% | — | +0.91% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.09% | -0.54% | +0.05% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.08% | — | +7.70% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.04% | — | +0.54% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.91% | -0.15% | EXIT | |
| 21 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.89% | — | -0.47% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | -0.18% | +0.24% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.88% | -0.16% | -0.85% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.87% | +0.25% | +7.41% | |
| 25 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.77% | — | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.68% | — | +0.01% | |
| 27 | FIW | First Trust Water ETF | ETF-その他 | 0.66% | — | -2.56% | |
| 28 | FCVT | First Trust Ssi Strategi ETF | ETF-その他 | 0.63% | — | +4.74% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.62% | — | -3.75% | |
| 30 | CSX | Csx CORP | 株式-資本財 | 0.60% | — | -0.52% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | +0.03% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | +0.06% | |
| 33 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.54% | — | +21.95% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.50% | +0.14% | -1.70% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.49% | — | +0.06% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.49% | — | +1.49% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.48% | — | +0.12% | |
| 38 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 0.45% | — | +0.74% | |
| 39 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.45% | — | — | |
| 40 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.44% | — | +0.02% | |
| 41 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.44% | — | +0.12% | |
| 42 | FEM | First Trust Emerging Markets | ETF-新興国市場 | 0.42% | — | +2.58% | |
| 43 | PBA | Pembina Pipeline CORP | 株式-エネルギー | 0.40% | — | — | |
| 44 | INTC | Intel CORP | 株式-IT | 0.39% | — | +0.83% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.38% | +0.08% | NEW | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.38% | — | +2.27% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | +10.97% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.36% | — | — | |
| 49 | F | Ford Motor Co | 株式-一般消費財 | 0.35% | — | -3.94% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | +0.12% |