CIK: 0001668189
申告総資産額
$10.6億
上位200銘柄を表示中（全218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 | 13.53% | +0.19% | +0.50% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.17% | +0.23% | +5.25% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.08% | -0.12% | +0.30% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.86% | -0.22% | -0.59% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.58% | -0.26% | +1.85% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.21% | +0.17% | +3.60% | |
| 7 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 2.84% | -0.26% | +5.20% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.61% | -0.13% | +0.38% | |
| 9 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 2.60% | -0.35% | +17.49% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 2.06% | -0.10% | +14.67% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.03% | +0.07% | -0.04% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.89% | -0.16% | +1.08% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.29% | +2.29% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.80% | -0.16% | -2.55% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.59% | -0.08% | +6.59% | |
| 16 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 1.51% | +0.85% | +29.85% | |
| 17 | MQY | Blackrock Muniyield Quality | 株式-その他 | 1.48% | -0.15% | -2.09% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.45% | — | +1.59% | |
| 19 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.45% | -0.12% | -7.17% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.44% | — | -12.01% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.32% | — | -6.70% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.13% | — | -1.12% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.12% | +0.12% | +11.45% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.03% | +0.05% | +1.61% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.02% | -0.10% | +0.66% | |
| 26 | TROW | T Rowe Price Group INC | 株式-金融 | 1.00% | -0.11% | +0.04% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.93% | -0.10% | -1.84% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.93% | — | +0.50% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.89% | — | +6.55% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.84% | — | +0.74% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | -0.10% | -10.68% | |
| 32 | XJPIX | Nuveen Preferred Securities | 株式-その他 | 0.80% | — | -43.93% | |
| 33 | PDO | Pimco Dynamic Income Opport | 株式-その他 | 0.79% | -0.06% | -2.56% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.78% | — | -4.25% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.76% | -0.16% | +79.78% | |
| 36 | XBMEX | Blackrock Health Sciences | 株式-その他 | 0.74% | — | -1.35% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | -0.10% | +6.70% | |
| 38 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.71% | — | -0.10% | |
| 39 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 0.64% | -0.06% | -0.02% | |
| 40 | COR | Cencora INC | 株式-ヘルスケア | 0.62% | -0.08% | +0.02% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.61% | -0.06% | +2.40% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.61% | — | +4.07% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.60% | -0.06% | +4.19% | |
| 44 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.57% | +0.21% | +1035.51% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | — | +3.94% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.54% | — | -5.40% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.51% | -0.15% | -1.13% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.46% | — | -29.40% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.45% | — | +0.58% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | — | -19.62% |