CIK: 0001713662
申告総資産額
$42.2億
上位200銘柄を表示中（全242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 | 11.22% | +0.08% | +2.55% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 9.97% | -0.01% | +7.48% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 8.19% | +0.33% | +1.01% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.24% | +0.29% | — | |
| 5 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 4.01% | — | — | |
| 6 | DSTL | Distillate US Fundamental St | ETF-その他 | 3.77% | +0.14% | — | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 3.59% | — | -19.25% | |
| 8 | OBDC | Blue Owl Capital CORP | 株式-金融 | 3.07% | — | -51.56% | |
| 9 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 3.06% | — | -14.91% | |
| 10 | BXSL | Blackstone Secured Lending F | 株式-金融 | 2.83% | — | — | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.70% | — | +19.59% | |
| 12 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 2.37% | — | — | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.14% | — | -9.44% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.03% | -0.20% | +3.32% | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 1.71% | -0.11% | -17.15% | |
| 16 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 1.69% | — | -8.18% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.25% | -0.38% | +79.11% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.22% | -0.21% | +2204.78% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.20% | — | — | |
| 20 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 1.06% | — | — | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.91% | — | -34.31% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.78% | — | +2529.88% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.75% | — | +673.75% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | -0.06% | +63.13% | |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.72% | — | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.69% | -0.05% | -81.39% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | +55.08% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | — | -0.31% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.62% | — | — | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | +357.57% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | — | +5.47% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | -0.10% | +40.35% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | +45.89% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | +3.01% | |
| 35 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.47% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | +34.85% | |
| 37 | ENB | Enbridge INC | 株式-エネルギー | 0.41% | — | — | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +18.69% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | — | — | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.39% | — | — | |
| 41 | SNPS | Synopsys INC | 株式-IT | 0.39% | — | — | |
| 42 | MCHP | Microchip Technology INC | 株式-IT | 0.38% | — | — | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | — | +2.17% | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.36% | — | — | |
| 45 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.36% | — | +97824.24% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.34% | -0.09% | -3.68% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.33% | — | +181.23% | |
| 48 | MU | Micron Technology INC | 株式-IT | 0.32% | — | -7.81% | |
| 49 | DE | Deere & Co | 株式-資本財 | 0.32% | — | +525.27% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | — | +1.90% |