CIK: 0001668189
申告総資産額
$10.6億
上位200銘柄を表示中（全248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 | 10.71% | +0.19% | -3.17% | |
| 2 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 6.73% | +0.85% | +17.11% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.73% | +0.23% | -0.33% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.57% | -0.12% | -0.24% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.23% | -0.08% | +0.05% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.96% | -0.22% | -1.51% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.81% | -0.26% | -1.29% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-その他 | 2.79% | +0.21% | +5.91% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.59% | -0.13% | +1.64% | |
| 10 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 2.58% | -0.26% | -1.23% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.28% | +0.12% | +4.16% | |
| 12 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 2.14% | -0.10% | +2.13% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.07% | -0.16% | -3.14% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.02% | — | -14.55% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.99% | +0.17% | -1.32% | |
| 16 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 1.99% | -0.35% | +1.12% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.94% | -0.16% | +7.83% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.86% | +0.07% | -1.51% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | -0.16% | -0.90% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.29% | -0.76% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.29% | — | -2.80% | |
| 22 | MQY | Blackrock Muniyield Quality | 株式-その他 | 1.13% | -0.15% | -4.22% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.05% | +0.05% | -4.18% | |
| 24 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.04% | -0.12% | -2.13% | |
| 25 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 1.01% | -0.09% | -0.76% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.93% | — | -2.49% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.10% | -9.60% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | -0.10% | -2.46% | |
| 29 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 0.80% | -0.06% | -1.08% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.80% | -0.10% | -2.40% | |
| 31 | TROW | T Rowe Price Group INC | 株式-金融 | 0.79% | -0.11% | -0.24% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.71% | — | +3.22% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | -0.10% | +2.20% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.61% | — | +0.31% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.60% | — | +0.28% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.59% | -0.06% | +5.03% | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.59% | — | -3.90% | |
| 38 | FEGE | First Eagle Gl Equity ETF | ETF-その他 | 0.59% | +0.08% | +44.47% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.58% | — | -5.34% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | — | +0.13% | |
| 41 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.57% | — | -2.39% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.54% | — | -0.56% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.52% | -0.06% | +1.03% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.47% | — | +0.28% | |
| 45 | TY | Tri-continental CORP | 株式-その他 | 0.46% | — | +4.60% | |
| 46 | PDO | Pimco Dynamic Income Opport | 株式-その他 | 0.43% | -0.06% | -5.84% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | — | -0.95% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.40% | — | +8.62% | |
| 49 | XCHYX | Calamos Convert & High INC | 株式-その他 | 0.39% | -0.10% | -8.50% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.39% | -0.15% | -1.75% |