CIK: 0001723115
申告総資産額
$3.0億
| # | 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 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 8.61% | — | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.66% | — | -8.94% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.00% | — | +3539.72% | |
| 4 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 6.48% | — | — | |
| 5 | IMTB | Ishares Core 5-10 Year Usd | ETF-その他 | 4.29% | — | -63.88% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.12% | -0.16% | -9.30% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 3.11% | — | +2.84% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.01% | -0.23% | -23.62% | |
| 9 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 2.69% | — | — | |
| 10 | DLR | Digital Realty Trust INC | 株式-不動産 | 2.65% | — | +12.41% | |
| 11 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 2.53% | +0.07% | +488.61% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.51% | -0.14% | -1.47% | |
| 13 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.37% | — | +21.49% | |
| 14 | AMH | American Homes 4 Rent- A | 株式-不動産 | 2.30% | — | — | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 2.26% | — | +124.53% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.26% | +0.11% | — | |
| 17 | DG | Dollar General CORP | 株式-生活必需品 | 2.22% | — | +13.82% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.04% | — | +49.60% | |
| 19 | FDHY | Fidelity Enh Hi Yld ETF | ETF-その他 | 1.81% | — | — | |
| 20 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 1.81% | +0.39% | -0.40% | |
| 21 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 1.70% | — | -20.83% | |
| 22 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 1.40% | — | -19.34% | |
| 23 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 1.39% | — | -31.36% | |
| 24 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 1.38% | — | — | |
| 25 | BLCN | Siren Nxgn Ecnmy Etf-usd INC | ETF-その他 | 1.37% | — | — | |
| 26 | IYK | Ishares US Consumer Staples | ETF-その他 | 1.33% | — | — | |
| 27 | PTH | Invesco Dorsey Wright Health | ETF-その他 | 1.29% | — | — | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.06% | -0.33% | -21.06% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.97% | — | -15.01% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | — | +3.31% | |
| 31 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.87% | — | -55.98% | |
| 32 | ICE | Intercontinental Exchange In | 株式-金融 | 0.87% | +0.31% | +10.58% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | -0.23% | -51.68% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | +0.08% | NEW | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | -0.67% | |
| 36 | CERNCHF | Cerner CORP | 株式-その他 | 0.80% | — | -53.77% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.79% | — | — | |
| 38 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.77% | — | -61.34% | |
| 39 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.73% | — | -91.21% | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.61% | — | -3.87% | |
| 41 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.60% | — | -75.48% | |
| 42 | TW | Tradeweb Markets Inc-class A | 株式-金融 | 0.56% | — | — | |
| 43 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.55% | — | -9.72% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.45% | — | -92.94% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.42% | — | +7.81% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.42% | — | +0.05% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.37% | — | -1.81% | |
| 48 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 0.35% | — | — | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.33% | — | +8.43% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.32% | — | +0.08% |