CIK: 0001826136
申告総資産額
$17.9億
上位200銘柄を表示中（全257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 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 5.37% | — | -4.89% | |
| 2 | HCRB | Hartford Core Bond ETF | ETF-その他 | 5.24% | — | -6.11% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.45% | — | +0.18% | |
| 4 | LMBS | First Trust Low Duration Opp | ETF-その他 | 3.21% | +0.09% | — | |
| 5 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 3.18% | — | -4.88% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.94% | -0.31% | +0.11% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.73% | -1.11% | +6.94% | |
| 8 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 2.67% | -0.20% | -2.49% | |
| 9 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 2.64% | — | -0.19% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.43% | +0.14% | +6.86% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.11% | — | +5.90% | |
| 12 | GINN | Goldman Sachs Innovate Eqty | ETF-コモディティ | 1.67% | — | +1.74% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.53% | — | +1.01% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.44% | — | +1.48% | |
| 15 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 1.32% | — | +3.44% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.26% | — | -2.88% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.23% | — | -5.40% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.20% | -0.29% | -6.50% | |
| 19 | HNDL | Nasdaq 7 Handl Index ETF | ETF-テック型 | 1.09% | — | -5.08% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.05% | -0.29% | +0.54% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.04% | — | +1.20% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | -0.28% | -4.45% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | — | +0.35% | |
| 24 | IRT | Independence Realty Trust In | 株式-不動産 | 0.95% | — | -8.31% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.93% | — | +0.80% | |
| 26 | VLO | Valero Energy CORP | 株式-エネルギー | 0.90% | +0.49% | -0.74% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.89% | — | -3.49% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | — | -4.25% | |
| 29 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.83% | — | +0.03% | |
| 30 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.82% | — | +1.20% | |
| 31 | PSX | Phillips 66 | 株式-エネルギー | 0.78% | — | +0.68% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | -2.78% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.31% | +0.90% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.76% | +3.61% | +2.49% | |
| 35 | IT | Gartner INC | 株式-IT | 0.75% | — | +1.29% | |
| 36 | AFL | Aflac INC | 株式-金融 | 0.75% | — | +1.83% | |
| 37 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.75% | — | +2.25% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.75% | -0.20% | +0.72% | |
| 39 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.74% | — | +2.37% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | — | +83.59% | |
| 41 | ALL | Allstate CORP | 株式-金融 | 0.72% | — | +2.00% | |
| 42 | LDOS | Leidos Holdings INC | 株式-IT | 0.72% | — | +1.56% | |
| 43 | KEL | Kellanova | 株式-その他 | 0.70% | — | +2.02% | |
| 44 | IRM | Iron Mountain INC | 株式-不動産 | 0.68% | — | +1.88% | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.68% | — | +2.71% | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.68% | — | +3.09% | |
| 47 | UMAR | Innovator U.s. Equity Ultra | ETF-その他 | 0.67% | — | +121.78% | |
| 48 | GWW | Ww Grainger INC | 株式-資本財 | 0.64% | — | +2.68% | |
| 49 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.64% | — | +3.58% | |
| 50 | CMS | Cms Energy CORP | 株式-公益事業 | 0.63% | — | +1.77% |