CIK: 0001633172
申告総資産額
$4.5億
上位200銘柄を表示中（全353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 | AAPL | Apple INC | 株式-IT | 6.97% | — | +5.70% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.66% | — | +6.77% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.65% | — | +5.21% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.29% | — | +10.74% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.15% | — | -4.13% | |
| 6 | AXP | American Express Co | 株式-金融 | 1.89% | — | -5.99% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.82% | — | -0.77% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.74% | — | -5.64% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.62% | — | +1.16% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.61% | — | +103.90% | |
| 11 | SO | Southern Co/the | 株式-公益事業 | 1.37% | — | +1.70% | |
| 12 | OVL | Overlay Shares Large Cap Eq | ETF-大型株・グロース | 1.35% | — | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.34% | — | +21.85% | |
| 14 | ARKK | Ark Innovation ETF | ETF-その他 | 1.33% | — | +3.42% | |
| 15 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.31% | — | +25.11% | |
| 16 | WPC | Wp Carey INC | 株式-不動産 | 1.25% | — | +7.92% | |
| 17 | SPD | Simplify US Eqty Plus Down | ETF-その他 | 1.25% | — | +31.85% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | — | +19.96% | |
| 19 | OVT | Overlay Shares Shrt Term Bon | ETF-その他 | 1.20% | — | — | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.19% | — | +10.13% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.07% | — | +4.74% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.99% | — | +32.78% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | — | +12.36% | |
| 24 | DUK | Duke Energy CORP | 株式-公益事業 | 0.95% | — | +1.29% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.95% | — | +0.78% | |
| 26 | OVB | Overlay Shares Core Bond ETF | ETF-その他 | 0.94% | — | — | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.91% | — | -3.92% | |
| 28 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.87% | — | +57.24% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | — | -0.80% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.78% | — | +3.89% | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 0.73% | — | +6.98% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | — | +12.75% | |
| 33 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.73% | — | +2.03% | |
| 34 | OVF | Overlay Shares Foreign Equit | ETF-その他 | 0.71% | — | — | |
| 35 | T | At&t INC | 株式-通信サービス | 0.70% | — | -5.03% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.68% | — | +20.16% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.66% | — | — | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | — | +18.15% | |
| 39 | TMFG | Motley Fool Global Opp | ETF-その他 | 0.62% | — | +0.08% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | +18.97% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | +9.57% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | -2.45% | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.59% | — | +45.28% | |
| 44 | OVLH | Overlay Shrs Hdg Lrg Cap Eqy | ETF-その他 | 0.58% | — | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | — | +41.67% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.57% | — | +12.56% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | +3.06% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.56% | — | — | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.53% | — | -4.82% | |
| 50 | TFC | Truist Financial CORP | 株式-金融 | 0.52% | — | +3.75% |