CIK: 0001826136
申告総資産額
$17.9億
上位200銘柄を表示中（全286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 | 5.03% | — | +1.45% | |
| 2 | HCRB | Hartford Core Bond ETF | ETF-その他 | 4.96% | — | -1.00% | |
| 3 | PJFG | Pgim Jennison Focused Growth | ETF-その他 | 4.67% | -0.71% | +0.31% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.76% | -0.31% | -2.60% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.63% | — | +5.35% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.88% | +0.09% | +0.32% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.88% | +0.14% | +8.78% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.87% | — | +8.99% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.76% | — | +1.65% | |
| 10 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 2.42% | — | +2.24% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.25% | -1.11% | +1.05% | |
| 12 | GINN | Goldman Sachs Innovate Eqty | ETF-コモディティ | 1.96% | — | +0.73% | |
| 13 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.92% | -0.20% | +1.37% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.47% | -0.29% | +0.59% | |
| 15 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 1.32% | — | +9.54% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.31% | -0.28% | -1.04% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.23% | — | -0.60% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.15% | — | -0.79% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.15% | — | -1.60% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.93% | — | +7.33% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | — | -1.48% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.89% | +3.61% | +0.19% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.89% | — | +10.18% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.85% | — | -0.71% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | -0.64% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | +4.53% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.84% | — | -1.06% | |
| 28 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.80% | — | +7.89% | |
| 29 | HNDL | Nasdaq 7 Handl Index ETF | ETF-テック型 | 0.79% | — | -16.66% | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.78% | -0.29% | -2.81% | |
| 31 | IRT | Independence Realty Trust In | 株式-不動産 | 0.77% | — | -10.41% | |
| 32 | GWW | Ww Grainger INC | 株式-資本財 | 0.73% | — | -5.36% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.69% | — | +11.47% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | — | -3.46% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | — | -2.89% | |
| 36 | NTAP | Netapp INC | 株式-IT | 0.62% | — | -3.63% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.60% | — | +10.73% | |
| 38 | TEL | TE Connectivity plc | 株式-IT | 0.58% | — | -3.27% | |
| 39 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.58% | — | -3.81% | |
| 40 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.57% | — | -3.62% | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.57% | -0.25% | -3.37% | |
| 42 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.55% | — | -3.71% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.55% | -0.20% | -1.43% | |
| 44 | UJUN | Innovator U.s. Equity Ultra | ETF-その他 | 0.55% | — | +1.04% | |
| 45 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.55% | — | -2.60% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.54% | — | -1.97% | |
| 47 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.54% | — | -2.36% | |
| 48 | EA | Electronic Arts INC | 株式-通信サービス | 0.54% | — | -3.43% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.54% | — | -2.57% | |
| 50 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.54% | — | -2.84% |