CIK: 0001668189
申告総資産額
$10.6億
上位200銘柄を表示中（全212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 | 14.89% | +0.19% | +3.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.86% | -0.12% | +4.19% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.82% | +0.23% | +0.53% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.24% | — | -6.30% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.87% | -0.22% | +0.58% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.44% | -0.26% | +0.19% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.23% | +0.17% | +14.68% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.57% | -0.13% | +17.16% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.12% | -0.16% | -2.63% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.98% | +0.07% | -2.75% | |
| 11 | XJPIX | Nuveen Preferred Securities | 株式-その他 | 1.93% | — | -0.39% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | -0.16% | -0.76% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.78% | -0.29% | +1.85% | |
| 14 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.72% | -0.12% | -16.37% | |
| 15 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.67% | -0.10% | -17.54% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.45% | -0.08% | +10.47% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.41% | — | -2.90% | |
| 18 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 1.32% | -0.35% | — | |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.29% | -0.26% | -1.80% | |
| 20 | TROW | T Rowe Price Group INC | 株式-金融 | 1.29% | -0.11% | +0.08% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.22% | — | +35.37% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | -0.10% | +0.10% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.06% | +0.05% | +0.89% | |
| 24 | MQY | Blackrock Muniyield Quality | 株式-その他 | 1.05% | -0.15% | +38.22% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.99% | — | -12.00% | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.98% | — | +40.18% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.88% | -0.10% | -1.68% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.82% | — | -4.01% | |
| 29 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 0.81% | -0.06% | -8.57% | |
| 30 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.79% | — | +378.73% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.10% | +0.01% | |
| 32 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 0.71% | — | — | |
| 33 | XBMEX | Blackrock Health Sciences | 株式-その他 | 0.70% | — | +16.25% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | -0.10% | +0.57% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.64% | — | +0.27% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.62% | — | — | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.59% | -0.06% | -0.21% | |
| 38 | COR | Cencora INC | 株式-ヘルスケア | 0.57% | -0.08% | +0.03% | |
| 39 | PDO | Pimco Dynamic Income Opport | 株式-その他 | 0.56% | -0.06% | +224.60% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | +0.46% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.06% | -4.72% | |
| 42 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.50% | — | +867.60% | |
| 43 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.49% | -0.09% | -12.00% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.48% | — | -6.09% | |
| 45 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.46% | — | +294.85% | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.46% | — | +102.24% | |
| 47 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.45% | -0.06% | -4.88% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | +0.12% | -2.88% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | — | +1.31% | |
| 50 | VTV | Vanguard Value ETF | ETF-その他 | 0.39% | — | +0.14% |