CIK: 0001668189
申告総資産額
$10.6億
上位200銘柄を表示中（全879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 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 10.55% | +0.19% | +6.29% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.36% | -0.12% | +5.27% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.05% | -0.22% | -3.87% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.48% | +0.23% | +0.98% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.12% | -0.26% | +0.98% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.53% | — | -10.96% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.59% | -0.16% | -8.17% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | -0.16% | -0.76% | |
| 9 | TROW | T Rowe Price Group INC | 株式-金融 | 2.04% | -0.11% | — | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.90% | +0.07% | -3.35% | |
| 11 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.73% | -0.12% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.71% | -0.13% | +3.33% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.70% | -0.29% | -2.01% | |
| 14 | XJPIX | Nuveen Preferred Securities | 株式-その他 | 1.70% | — | -2.25% | |
| 15 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.57% | — | +14.83% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.35% | -0.08% | -16.95% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.22% | -0.10% | -6.42% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.17% | — | +6.39% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.13% | +0.17% | +23.25% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | -0.10% | -13.59% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.91% | — | +23.34% | |
| 22 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.90% | — | +9.12% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.90% | — | +2.56% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.87% | -0.10% | -0.97% | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.82% | — | +3.00% | |
| 26 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.78% | -0.06% | +7.85% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.72% | -0.10% | -2.22% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.67% | — | +1.59% | |
| 29 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | -0.26% | -6.33% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | -0.22% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.06% | +0.48% | |
| 32 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.61% | -0.09% | -1.93% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.55% | -0.06% | +11.21% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.55% | +0.12% | +5.92% | |
| 35 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.52% | — | -1.44% | |
| 36 | PYPL | Paypal Holdings INC | 株式-金融 | 0.52% | — | +27.17% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | -12.80% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | +4.83% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | -2.99% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.43% | — | -23.63% | |
| 41 | XMYDX | Blackrock Muniyield Fund | 株式-その他 | 0.43% | — | -3.20% | |
| 42 | TFC | Truist Financial CORP | 株式-金融 | 0.41% | — | — | |
| 43 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.40% | +0.20% | +6.70% | |
| 44 | ARKK | Ark Innovation ETF | ETF-その他 | 0.35% | — | -13.53% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.35% | — | -54.90% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.34% | +0.12% | +40.25% | |
| 47 | VUG | Vanguard Growth ETF | ETF-その他 | 0.34% | -0.16% | -0.01% | |
| 48 | NTG | Tortoise Midstream Energy | 株式-その他 | 0.34% | — | +47.63% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | — | +3.79% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.33% | — | -0.37% |