CIK: 0001767580
申告総資産額
$13.8億
上位200銘柄を表示中（全299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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.82% | — | +44.29% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.20% | -1.07% | +281.62% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.18% | +0.14% | +489.60% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.08% | -1.74% | +314.05% | |
| 5 | NOC | Northrop Grumman CORP | 株式-資本財 | 3.48% | +0.17% | +0.01% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.64% | -0.62% | +107.76% | |
| 7 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 2.40% | — | +9.23% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.23% | — | +441.50% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.17% | -2.53% | -42.30% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.86% | -0.52% | +165.40% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.82% | — | +11.64% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.68% | -0.53% | +34.12% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.63% | — | +797.41% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.32% | — | +120.49% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.25% | -0.29% | +883.16% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.22% | — | +42.64% | |
| 17 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.20% | — | +17.22% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.15% | — | +583.86% | |
| 19 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.15% | — | -7.66% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | — | -4.70% | |
| 21 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.98% | — | +407.55% | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.91% | — | +6.58% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.83% | — | +17.54% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.76% | — | +8.53% | |
| 25 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 0.73% | +2.73% | +259.59% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | — | +29.40% | |
| 27 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.67% | — | -43.46% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | -0.39% | -9.03% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.65% | — | — | |
| 30 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.62% | — | -40.50% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.59% | — | +5.44% | |
| 32 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.57% | — | +177.72% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.56% | — | -45.71% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.56% | -0.17% | — | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.55% | — | — | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | +17.02% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | — | +47.90% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.50% | — | — | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | +8.97% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.47% | -0.26% | EXIT | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | — | +33.34% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.04% | +1.67% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | -15.14% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | +10.45% | |
| 45 | KEL | Kellanova | 株式-その他 | 0.44% | — | +0.94% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | +41.28% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.42% | — | -54.62% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.42% | -0.26% | -6.16% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.41% | — | +0.91% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | +24.81% |