CIK: 0001667163
申告総資産額
$1.7億
上位200銘柄を表示中(全347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 | 4.87% | — | +5.49% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.81% | — | +7.74% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.57% | — | -37.59% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.51% | — | +6.71% | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 3.28% | — | +8.17% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.07% | — | +7.82% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.95% | — | +4.34% | |
| 8 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.69% | — | +6.28% | |
| 9 | ✓ | Ishares | 株式-その他 | 2.57% | — | +6.47% | |
| 10 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 2.53% | — | -7.68% | |
| 11 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.51% | — | +6.40% | |
| 12 | ✓ | Ishares Tr | 株式-その他 | 2.51% | — | -1.27% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.02% | — | +4.32% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.90% | — | +2.87% | |
| 15 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 1.87% | — | -1.60% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.57% | — | +5.15% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | — | -1.69% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.46% | — | +1.89% | |
| 19 | T | At&t INC | 株式-通信サービス | 1.39% | — | +37.99% | |
| 20 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 1.38% | — | -0.76% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | — | +60.62% | |
| 22 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.33% | — | -21.22% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.30% | — | +37.48% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.25% | — | -28.86% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.18% | — | +5.85% | |
| 26 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.15% | — | +74.40% | |
| 27 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.09% | — | -11.10% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.03% | — | +17.82% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.93% | — | +11.67% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.93% | — | +4.65% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.92% | — | +5.01% | |
| 32 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.92% | — | -29.97% | |
| 33 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.87% | — | +5.81% | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.82% | — | +24.01% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.78% | — | -2.70% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.76% | — | +5.92% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | — | +6.80% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | — | +28.02% | |
| 39 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.66% | — | -0.81% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | -1.90% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | +23.82% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | -4.74% | |
| 43 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.64% | — | -0.63% | |
| 44 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.63% | — | -0.19% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.61% | — | +3.79% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | — | +443.51% | |
| 47 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.59% | — | -0.08% | |
| 48 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.59% | — | +0.49% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.56% | — | +3.60% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | — | +5.07% |