CIK: 0001665642
申告総資産額
$3.4億
上位200銘柄を表示中（全301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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 16.18% | -1.39% | -16.97% | |
| 2 | PM | Philip Morris International | 株式-生活必需品 | 10.85% | +0.01% | -1.79% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 10.72% | +0.98% | +144.48% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 8.21% | -0.71% | -1.19% | |
| 5 | MO | Altria Group INC | 株式-生活必需品 | 5.04% | +0.11% | -2.40% | |
| 6 | IDHQ | Invesco S&p International De | ETF-その他 | 3.55% | -0.17% | +0.12% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.25% | — | — | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 2.82% | -0.82% | +0.45% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.42% | -0.06% | EXIT | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.76% | — | -16.47% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.69% | +0.15% | +53.25% | |
| 12 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.61% | +0.03% | -0.06% | |
| 13 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.44% | -0.47% | -1.92% | |
| 14 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 1.17% | — | — | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.10% | — | -16.02% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.98% | — | -21.77% | |
| 17 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 0.97% | -0.32% | EXIT | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 0.87% | — | +192.79% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.76% | -0.16% | -2.50% | |
| 20 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.75% | -0.04% | EXIT | |
| 21 | RIG | Transocean Ltd. | 株式-エネルギー | 0.63% | +0.10% | -49.13% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.63% | — | +3129.41% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.62% | — | +30.75% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.55% | — | +0.02% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.53% | -0.05% | +119.23% | |
| 26 | PRGO | Perrigo Company plc | 株式-ヘルスケア | 0.52% | — | +42.36% | |
| 27 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.51% | — | -2.09% | |
| 28 | F | Ford Motor Co | 株式-一般消費財 | 0.50% | — | -3.75% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | -0.07% | -10.33% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | -0.16% | — | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.47% | — | +0.40% | |
| 32 | NLY | Annaly Capital Management In | 株式-不動産 | 0.47% | — | +50.31% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | +4.21% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.44% | — | — | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.40% | — | -27.12% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.40% | — | -18.31% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.39% | — | -7.48% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.38% | — | — | |
| 39 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.37% | — | -58.16% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.36% | +0.11% | -36.98% | |
| 41 | BAX | Baxter International INC | 株式-ヘルスケア | 0.35% | — | +0.43% | |
| 42 | UUP | Invesco Db US Dollar Index B | ETF-大型株・グロース | 0.35% | — | — | |
| 43 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.35% | — | +19.22% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.34% | — | +8.99% | |
| 45 | GO | Grocery Outlet Holding CORP | 株式-その他 | 0.33% | — | +25.02% | |
| 46 | ABX | Barrick Gold CORP | 株式-金融 | 0.32% | — | -37.01% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | -0.07% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.31% | — | -49.64% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | — | -26.77% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.29% | — | +0.29% |