CIK: 0001767580
申告総資産額
$13.8億
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 | NOC | Northrop Grumman CORP | 株式-資本財 | 6.78% | +0.17% | +0.22% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 6.26% | -2.53% | -9.74% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.12% | — | +22.48% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.69% | -0.38% | -3.27% | |
| 5 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 3.32% | — | -14.69% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.06% | — | -14.11% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.95% | — | -9.60% | |
| 8 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.77% | — | +3.91% | |
| 9 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.64% | — | -5.22% | |
| 10 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 1.63% | — | +85.33% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | — | -0.57% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.47% | — | +1.39% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.33% | — | -5.65% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.31% | -0.53% | +6.51% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.28% | -1.74% | +0.81% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.23% | -0.62% | +121.64% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.23% | — | +0.35% | |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.15% | — | -12.01% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.09% | -1.07% | -57.55% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.08% | — | — | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.06% | — | -9.15% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.04% | -0.52% | +23.83% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.96% | — | +13.13% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 0.83% | +0.21% | NEW | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.82% | — | -0.78% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | +0.04% | +26.60% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | — | +32.73% | |
| 28 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 0.78% | — | -31.42% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | — | +24.77% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.77% | — | +16.66% | |
| 31 | KEL | Kellanova | 株式-その他 | 0.73% | — | +0.80% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | +18.36% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | +18.35% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +42.42% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.68% | — | +16.97% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | +12.23% | |
| 37 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.65% | — | -39.08% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | +28.64% | |
| 39 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.64% | — | +1.16% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | -11.80% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | +16.37% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | +2.58% | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.53% | — | +31.37% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.53% | — | +26.68% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | — | +71.44% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.48% | — | +3.62% | |
| 47 | OMC | Omnicom Group | 株式-通信サービス | 0.47% | — | +65.62% | |
| 48 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.46% | — | +27.14% | |
| 49 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.45% | — | +55.67% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.45% | — | -63.94% |