CIK: 0001697728
申告総資産額
$34.9億
上位200銘柄を表示中（全507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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 11.36% | -0.63% | EXIT | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 5.71% | — | +50.00% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.42% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 2.10% | — | -5.15% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.09% | — | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.05% | — | — | |
| 7 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 2.03% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.64% | — | — | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.50% | +0.03% | +26.88% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.49% | -0.87% | -0.11% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | +0.09% | -0.89% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | — | -1.61% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.22% | — | — | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | +0.56% | +4.85% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | -0.14% | +6.92% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.00% | — | +2.51% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | -1.55% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | -0.01% | +2.19% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.90% | — | +4.64% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 0.89% | -0.16% | +7.93% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.80% | -0.21% | -5.00% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.78% | — | +0.60% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | -0.09% | -0.58% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 0.75% | — | -8.55% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | — | +7.64% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | -0.11% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | -15.38% | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.65% | — | -2.66% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 0.65% | — | +3.02% | |
| 30 | C | Citigroup INC | 株式-金融 | 0.65% | -0.13% | +13.78% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.15% | -3.61% | |
| 32 | MO | Altria Group INC | 株式-生活必需品 | 0.61% | — | -18.79% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.61% | — | -0.59% | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.60% | — | +6.70% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | -0.06% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | +0.31% | -6.57% | |
| 37 | EWA | Ishares Msci Australia ETF | ETF-その他 | 0.47% | — | — | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.46% | — | +10.49% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.44% | — | +12.24% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.44% | — | -13.63% | |
| 41 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.44% | — | +0.42% | |
| 42 | XEL | Xcel Energy INC | 株式-公益事業 | 0.44% | — | — | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | -0.06% | +18.67% | |
| 44 | SO | Southern Co/the | 株式-公益事業 | 0.39% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | +0.40% | |
| 46 | DTE | Dte Energy Company | 株式-公益事業 | 0.38% | — | — | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.38% | — | -0.34% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.38% | — | +0.11% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | -27.79% | |
| 50 | AFL | Aflac INC | 株式-金融 | 0.38% | — | — |