CIK: 0001706170
申告総資産額
$3.4億
上位200銘柄を表示中（全696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 | SPGI | S&p Global INC | 株式-金融 | 3.16% | — | -0.11% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.49% | — | +10.78% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.31% | — | -6.52% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.07% | — | -79.27% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.04% | — | -9.58% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.89% | — | -20.10% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.70% | — | +18.64% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.62% | — | -2.97% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.58% | — | +78.40% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.47% | — | -17.92% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.38% | — | +21.65% | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 1.23% | — | -2.27% | |
| 13 | LFUS | Littelfuse INC | 株式-IT | 1.23% | — | +0.77% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | — | -3.01% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.17% | — | -2.47% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | — | -16.51% | |
| 17 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.16% | — | -6.43% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.09% | — | -2.53% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.08% | — | -1.49% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | — | -2.13% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.99% | — | — | |
| 22 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.94% | — | -5.15% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.94% | — | -1.08% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | — | -10.71% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.91% | — | -13.30% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.90% | — | -4.40% | |
| 27 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.86% | — | -21.65% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.83% | — | +1.27% | |
| 29 | WEP | Magellan Midstream Partners | 株式-その他 | 0.80% | — | -9.33% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.76% | — | -5.91% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.76% | — | -3.72% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.74% | — | -0.99% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.73% | — | -0.77% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.71% | — | -14.06% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.68% | — | +1.85% | |
| 36 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.65% | — | -7.73% | |
| 37 | FISV | Fiserv INC | 株式-その他 | 0.65% | — | -1.38% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.64% | — | — | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | -2.16% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | — | -13.45% | |
| 41 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.62% | — | -5.91% | |
| 42 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.60% | — | — | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 0.60% | — | -4.09% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.59% | — | +19.47% | |
| 45 | ✓ | Ishares Tr | 株式-その他 | 0.59% | — | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +4.17% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.58% | — | -2.44% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.57% | — | -2.17% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | +4.48% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.55% | — | -0.08% |