CIK: 0001668189
申告総資産額
$10.6億
上位200銘柄を表示中（全225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 | 14.16% | +0.19% | +6.15% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.97% | -0.12% | -0.09% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.87% | +0.23% | +3.85% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.42% | -0.26% | -0.36% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.17% | +0.17% | +14.57% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.05% | -0.22% | -0.53% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.62% | -0.13% | +2.75% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.07% | -0.29% | +1.56% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.04% | -0.16% | -4.20% | |
| 10 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 2.00% | -0.35% | +11.97% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.95% | +0.07% | -4.52% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.89% | -0.16% | -4.85% | |
| 13 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.80% | -0.10% | -0.32% | |
| 14 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.73% | -0.12% | -0.69% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.71% | — | +103.11% | |
| 16 | XJPIX | Nuveen Preferred Securities | 株式-その他 | 1.59% | — | -2.76% | |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.58% | -0.26% | +21.27% | |
| 18 | MQY | Blackrock Muniyield Quality | 株式-その他 | 1.56% | -0.15% | +0.20% | |
| 19 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.50% | — | +7.95% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.49% | -0.08% | +5.05% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.30% | — | +38.47% | |
| 22 | TROW | T Rowe Price Group INC | 株式-金融 | 1.21% | -0.11% | -0.41% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.19% | — | -1.95% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.03% | +0.05% | +0.64% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | -0.10% | -2.38% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.95% | — | +7.88% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.93% | -0.10% | +2.69% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.10% | -10.10% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.92% | +0.12% | +63.96% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.84% | — | +0.66% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.84% | — | -74.30% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.84% | — | +0.05% | |
| 33 | PDO | Pimco Dynamic Income Opport | 株式-その他 | 0.83% | -0.06% | -0.66% | |
| 34 | XBMEX | Blackrock Health Sciences | 株式-その他 | 0.82% | — | +17.08% | |
| 35 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 0.75% | +0.85% | — | |
| 36 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.73% | — | -1.14% | |
| 37 | COR | Cencora INC | 株式-ヘルスケア | 0.72% | -0.08% | +16.41% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.72% | -0.10% | +1.94% | |
| 39 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 0.69% | -0.06% | +0.69% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.63% | — | +0.06% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.62% | — | +1.23% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.60% | -0.06% | +1.32% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.55% | -0.15% | +89.19% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | +0.08% | |
| 45 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.55% | -0.06% | +20.51% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | — | +3.09% | |
| 47 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.49% | — | -18.79% | |
| 48 | PSF | Cohen & Steers Select Prefer | 株式-その他 | 0.47% | — | -0.45% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.46% | — | -26.72% | |
| 50 | VTV | Vanguard Value ETF | ETF-その他 | 0.45% | — | +7.43% |