CIK: 0001568298
申告総資産額
$3.8億
上位200銘柄を表示中（全289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 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 16.54% | — | +5.94% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 15.99% | — | +7.83% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 13.12% | — | +11.17% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.48% | — | +8.72% | |
| 5 | MCD | Mcdonald's CORP | 株式-一般消費財 | 5.20% | — | +3.53% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.29% | — | +1.01% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.28% | — | +7.90% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.11% | — | +7.00% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.89% | — | +0.32% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.87% | — | +12.44% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.87% | — | +14.75% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.78% | — | +7.92% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.72% | — | +12.01% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.68% | — | +16.51% | |
| 15 | AWK | American Water Works Co INC | 株式-公益事業 | 1.66% | — | +9.27% | |
| 16 | PPL | Ppl CORP | 株式-公益事業 | 1.63% | — | +16.32% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.62% | — | +14.60% | |
| 18 | TGT | Target CORP | 株式-一般消費財 | 1.59% | — | +12.48% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.57% | — | -4.13% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.57% | — | +17.65% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.55% | — | +11.23% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 1.45% | — | +15.67% | |
| 23 | GD | General Dynamics CORP | 株式-資本財 | 1.45% | — | +9.77% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.45% | — | +7.46% | |
| 25 | IHDG | Wisdomtree International Hed | ETF-その他 | 1.36% | — | +1.59% | |
| 26 | CRM | Salesforce INC | 株式-IT | 1.30% | — | +20.78% | |
| 27 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.22% | — | +1.75% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | -4.78% | |
| 29 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.54% | — | +1.29% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.51% | — | -0.70% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.34% | — | +300.00% | |
| 32 | APD | Air Products & Chemicals INC | 株式-素材 | 0.29% | — | +3.63% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.23% | — | +0.04% | |
| 34 | MKL | Markel Group INC | 株式-金融 | 0.21% | — | — | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.20% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | — | +2.93% | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.14% | — | +0.67% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.13% | — | — | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | — | — | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.11% | — | +14.40% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.10% | — | +0.11% | |
| 42 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.07% | — | — | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.07% | — | — | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.07% | — | — | |
| 45 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.07% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.05% | — | +2.74% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.05% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.05% | — | -12.37% | |
| 49 | WCLD | Wisdomtree Cloud Computing | ETF-その他 | 0.04% | — | -1.08% | |
| 50 | UBER | Uber Technologies INC | 株式-資本財 | 0.04% | — | +3.19% |