CIK: 0001596957
申告総資産額
$15.5億
上位200銘柄を表示中（全452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 | 6.22% | -0.19% | +4.52% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.75% | -0.12% | +8.74% | |
| 3 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 4.29% | -0.30% | +2.26% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.59% | -0.07% | +5.42% | |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 3.46% | -0.05% | +5.80% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 3.30% | +0.08% | +4.10% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 3.08% | -0.06% | +4.10% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.33% | — | +0.45% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.22% | +0.07% | +3.90% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.09% | — | +6.76% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.66% | — | +5.54% | |
| 12 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 1.64% | -1.04% | +0.72% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.64% | -0.02% | +7.29% | |
| 14 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 1.56% | +0.12% | +6.12% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.48% | — | +0.52% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.37% | — | +1.42% | |
| 17 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 1.29% | — | +2.58% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.28% | -0.01% | +2.32% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | +0.08% | +6.14% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.16% | +0.03% | +2.49% | |
| 21 | AVLC | Avantis US Lg Cap Eq ETF | ETF-その他 | 1.12% | — | +0.62% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.08% | +0.05% | +3.94% | |
| 23 | KEMX | Kraneshares Msci E-mkt Ex-ch | ETF-その他 | 1.06% | +0.02% | -0.17% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 1.03% | +0.05% | +11.18% | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.00% | +0.06% | +4.02% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | -0.12% | +8.13% | |
| 27 | AVDE | Avantis International Equity | ETF-その他 | 0.99% | — | +0.95% | |
| 28 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 0.96% | +0.05% | +2.90% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.95% | +0.01% | -13.64% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.85% | — | -0.20% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | +0.02% | +7.65% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.74% | — | +16.22% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.73% | — | +0.54% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | +0.24% | +1.49% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | +5.94% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.65% | — | +0.03% | |
| 37 | IDV | Ishares International Select | ETF-その他 | 0.63% | +0.04% | +1.60% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | +0.06% | +3.21% | |
| 39 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.62% | — | +0.11% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.62% | — | -1.60% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | +0.19% | +6.40% | |
| 42 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.52% | — | +3.87% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.51% | — | +0.24% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | — | +4.28% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.04% | +3.54% | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.48% | — | +1.85% | |
| 47 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.48% | — | -0.24% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.06% | +1.44% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | — | +5.26% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.43% | +0.10% | +4.76% |