CIK: 0001767302
申告総資産額
$69.8万
上位178銘柄を表示中（全378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 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.12% | — | +2.43% | |
| 2 | BAC | Bank Of America CORP | 株式-金融 | 0.12% | — | -11.06% | |
| 3 | DHR | Danaher CORP | 株式-ヘルスケア | 0.12% | — | -19.31% | |
| 4 | ✓ | Agf Investments Trust | 株式-その他 | 0.11% | — | +0.41% | |
| 5 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.11% | — | +7.21% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.11% | — | +16.55% | |
| 7 | GS | Goldman Sachs Group INC | 株式-金融 | 0.11% | — | -1.71% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.11% | — | +33.48% | |
| 9 | MDT | Medtronic plc | 株式-ヘルスケア | 0.11% | — | -8.38% | |
| 10 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 0.11% | — | +0.53% | |
| 11 | ✓ | Ishares | 株式-その他 | 0.11% | — | +1.34% | |
| 12 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.11% | — | +17.34% | |
| 13 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 0.10% | — | -6.02% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.10% | — | +0.46% | |
| 15 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.10% | — | +0.06% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 0.10% | — | -21.41% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.10% | — | -15.18% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.10% | — | — | |
| 19 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.10% | — | +5.93% | |
| 20 | KLAC | Kla CORP | 株式-IT | 0.10% | — | +6.21% | |
| 21 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 0.10% | — | +41.85% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 0.10% | — | +1.47% | |
| 23 | RTX | Rtx CORP | 株式-資本財 | 0.10% | — | +3.77% | |
| 24 | AME | Ametek INC | 株式-資本財 | 0.10% | — | -11.36% | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.10% | — | — | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.10% | — | -10.22% | |
| 27 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.10% | — | +1.91% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.09% | — | +12.94% | |
| 29 | CCI | Crown Castle INC | 株式-不動産 | 0.09% | — | -3.08% | |
| 30 | DAL | Delta Air Lines INC | 株式-資本財 | 0.09% | — | +1.02% | |
| 31 | LNC | Lincoln National CORP | 株式-金融 | 0.09% | — | +1.25% | |
| 32 | HTEUR | Hersha Hospitality Trust | 株式-その他 | 0.09% | — | — | |
| 33 | CME | Cme Group INC | 株式-金融 | 0.09% | — | +8.03% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.09% | — | -1.12% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.09% | — | -6.99% | |
| 36 | VALE | Vale Sa-sp Adr | 株式-素材 | 0.09% | — | +3.93% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.09% | — | +11.01% | |
| 38 | FXH | First Trust Health Care Alph | ETF-その他 | 0.09% | — | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.09% | — | -31.64% | |
| 40 | PRU | Prudential Financial INC | 株式-金融 | 0.09% | — | -1.04% | |
| 41 | PPL | Ppl CORP | 株式-公益事業 | 0.09% | — | -1.63% | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.09% | — | -6.42% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.09% | — | +3.63% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.09% | — | +18.33% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.09% | — | +3.76% | |
| 46 | ICE | Intercontinental Exchange In | 株式-金融 | 0.09% | — | +9.16% | |
| 47 | MCO | Moody's CORP | 株式-金融 | 0.09% | — | +6.92% | |
| 48 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.09% | — | +3.13% | |
| 49 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.09% | — | — | |
| 50 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.09% | — | -0.52% |