CIK: 0001668189
申告総資産額
$10.6億
上位200銘柄を表示中（全215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 | 11.48% | +0.19% | +5.60% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.51% | -0.12% | +1.44% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.30% | -0.22% | +0.63% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.00% | +0.23% | +5.00% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.24% | -0.26% | +3.69% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.23% | — | -13.37% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.99% | -0.16% | +11.47% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.62% | -0.16% | +18.36% | |
| 9 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 2.15% | -0.12% | +24.25% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.15% | -0.13% | +0.56% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.02% | -0.29% | +21.90% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.85% | +0.07% | +0.76% | |
| 13 | TROW | T Rowe Price Group INC | 株式-金融 | 1.67% | -0.11% | +0.00% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.63% | — | +2.65% | |
| 15 | XJPIX | Nuveen Preferred Securities | 株式-その他 | 1.54% | — | +0.88% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.44% | — | +399.99% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.44% | +0.17% | +27.59% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.37% | -0.08% | +0.98% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.28% | — | +3.61% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.26% | -0.10% | +0.24% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.97% | — | +11.20% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | -0.10% | +17.25% | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.86% | — | -0.58% | |
| 24 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.86% | — | -8.65% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.82% | -0.10% | -1.48% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | — | -0.02% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | -0.10% | -0.75% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.75% | — | -25.01% | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.75% | -0.06% | -0.67% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | +0.06% | +3.78% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.69% | — | -1.69% | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.62% | -0.26% | +0.19% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.61% | +0.12% | +12.97% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.58% | -0.06% | +0.79% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | — | +3.17% | |
| 36 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.53% | — | -0.46% | |
| 37 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.52% | -0.09% | -3.03% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | +19.15% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.49% | +0.20% | +13.79% | |
| 40 | TFC | Truist Financial CORP | 株式-金融 | 0.47% | — | +13.76% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | — | +36.74% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | -0.23% | |
| 43 | NTG | Tortoise Midstream Energy | 株式-その他 | 0.41% | — | -6.75% | |
| 44 | COR | Cencora INC | 株式-ヘルスケア | 0.37% | -0.08% | +15.31% | |
| 45 | XMYDX | Blackrock Muniyield Fund | 株式-その他 | 0.36% | — | -6.08% | |
| 46 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.35% | — | +23.83% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.34% | — | +16.47% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.34% | +0.05% | +27.41% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | +6.75% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.32% | — | +0.26% |