CIK: 0001667163
申告総資産額
$1.7億
上位200銘柄を表示中(全401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 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 5.71% | — | -3.05% | |
| 2 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.70% | — | -10.52% | |
| 3 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.30% | — | -1.59% | |
| 4 | XLF | Ss Financial Select Sector | ETF-その他 | 3.22% | — | -11.38% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.10% | — | -19.75% | |
| 6 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 3.10% | — | -3.80% | |
| 7 | QDF | Flexshares Quality Dividend | ETF-その他 | 2.73% | — | -27.36% | |
| 8 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 2.63% | — | +11.15% | |
| 9 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.55% | — | +10.70% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.44% | — | -1.22% | |
| 11 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.42% | — | +15.77% | |
| 12 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 2.35% | — | +23.84% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.06% | — | -48.19% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.91% | — | -13.84% | |
| 15 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.81% | — | -37.53% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.74% | — | -46.82% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.68% | — | -2.69% | |
| 18 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.62% | — | +43.21% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.53% | — | -21.16% | |
| 20 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.48% | — | -42.68% | |
| 21 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.48% | — | -39.99% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.38% | — | -19.79% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | — | -19.65% | |
| 24 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.32% | — | +10.09% | |
| 25 | T | At&t INC | 株式-通信サービス | 1.30% | — | -32.25% | |
| 26 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.26% | — | +243.42% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | — | -42.63% | |
| 28 | ✓ | Iq Enhanced Iq Chaikin Small | 株式-その他 | 1.23% | — | -14.19% | |
| 29 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.21% | — | +4.09% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 1.17% | — | -15.81% | |
| 31 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.17% | — | -9.95% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | — | -45.14% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.03% | — | +388.17% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 1.03% | — | -24.24% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.94% | — | +2.40% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.90% | — | -33.99% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.90% | — | -36.22% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.90% | — | -36.93% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.85% | — | -76.87% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.84% | — | -26.38% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | -42.51% | |
| 42 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.76% | — | -43.68% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.76% | — | +1.34% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.71% | — | -41.87% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.71% | — | -1.17% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | -74.92% | |
| 47 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.69% | — | -15.89% | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.60% | — | -30.71% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.59% | — | -90.02% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.57% | — | -20.39% |