CIK: 0001693789
申告総資産額
$10.6億
上位200銘柄を表示中(全386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 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 9.67% | — | +0.59% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 9.08% | -0.14% | -1.76% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.60% | +0.69% | +10.07% | |
| 4 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 4.88% | — | -4.38% | |
| 5 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 4.85% | — | -3.75% | |
| 6 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 4.79% | — | -3.40% | |
| 7 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 4.45% | — | -6.53% | |
| 8 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 4.27% | — | -5.67% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.12% | -0.06% | -1.58% | |
| 10 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 3.04% | — | -4.28% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.04% | -0.06% | -1.85% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.74% | -0.04% | -8.20% | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 1.74% | — | +2.72% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.11% | +0.15% | -5.18% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | -24.66% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.07% | -0.02% | -2.64% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.07% | +0.07% | +0.20% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | +0.01% | -2.70% | |
| 19 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.01% | -0.95% | +9.72% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | +0.02% | +1.46% | |
| 21 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.00% | — | +23.13% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.93% | — | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | +0.02% | -18.07% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | +2.08% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | -2.90% | |
| 26 | RTN1USD | Raytheon Company | 株式-その他 | 0.62% | — | — | |
| 27 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.61% | -0.13% | -17.27% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | +33.80% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | -14.10% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | +1.05% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | +0.79% | |
| 32 | AFL | Aflac INC | 株式-金融 | 0.51% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.51% | — | — | |
| 34 | D | Dominion Energy INC | 株式-公益事業 | 0.50% | — | -2.12% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +7.86% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.42% | — | +2.78% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | +0.09% | -13.34% | |
| 38 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.39% | — | -2.01% | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 0.38% | — | -5.49% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.37% | — | +1.39% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.36% | — | +3.41% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.35% | — | — | |
| 43 | HSY | Hershey Co/the | 株式-生活必需品 | 0.35% | — | — | |
| 44 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.34% | -0.06% | +2.53% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.33% | — | -5.46% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.32% | — | — | |
| 47 | LHX | L3harris Technologies INC | 株式-資本財 | 0.32% | — | — | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.31% | — | -0.74% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | +22.61% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.30% | — | -0.90% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.6% | +10.07% | 増加 |
| 2 | IAUUSD | Ishares Gold Trust | +0.5% | +0.59% | 増加 |
| 3 | VNQ | Vanguard Real Estate ETF | +0.4% | -1.76% | 減少 |
| 4 | NOC | Northrop Grumman CORP | +0.3% | +23.13% | 増加 |
| 5 | WMT | Walmart INC | +0.2% | +33.80% | 増加 |
| 6 | PG | Procter & Gamble Co/the | +0.1% | +1.46% | 増加 |
| 7 | BA | Boeing Co/the | +0.1% | +2.72% | 増加 |
| 8 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +9.72% | 増加 |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.1% | +200.29% | 増加 |
| 10 | T | At&t INC | +0.1% | -2.64% | 減少 |
| 11 | AAPL | Apple INC | +0.1% | -5.18% | 減少 |
| 12 | RTN1USD | Raytheon Company | +0.1% | — | 変化なし |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +22.61% | 増加 |
| 14 | GPN | Global Payments INC | +0.1% | +337.69% | 増加 |
| 15 | LMT | Lockheed Martin CORP | +0.1% | — | 変化なし |
| 16 | DUK | Duke Energy CORP | +0.1% | +16.71% | 増加 |
| 17 | BAH | Booz Allen Hamilton Holdings | +0.1% | +33.32% | 増加 |
| 18 | NEE | Nextera Energy INC | +0.1% | +3.41% | 増加 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +9.86% | 増加 |
| 20 | PEP | Pepsico INC | +0.1% | +2.08% | 増加 |
| 21 | HSY | Hershey Co/the | 0% | — | 変化なし |
| 22 | IJH | Ishares Core S&p Midcap ETF | 0% | +23.14% | 増加 |
| 23 | INTC | Intel CORP | 0% | -21.39% | 減少 |
| 24 | SPLV | Invesco S&p 500 Low Volatili | -0.1% | -8.20% | 減少 |
| 25 | ✓ | -0.1% | -16.76% | 減少 | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -46.27% | 減少 |
| 27 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -20.18% | 減少 |
| 28 | CVX | Chevron CORP | -0.1% | -13.34% | 減少 |
| 29 | UPS | United Parcel Service-cl B | -0.1% | -82.40% | 減少 |
| 30 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | -4.28% | 減少 |
| 31 | FVD | First Trust Value Line Dvd | -0.1% | -17.27% | 減少 |
| 32 | JNJ | Johnson & Johnson | -0.1% | -2.70% | 減少 |
| 33 | PFE | Pfizer INC | -0.1% | +0.79% | 増加 |
| 34 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | -0.1% | -3.40% | 減少 |
| 35 | F | Ford Motor Co | -0.2% | -54.44% | 減少 |
| 36 | BSCL | Invesco Bulletshares 2021 Co | -0.2% | -3.75% | 減少 |
| 37 | BSCMUSD | Invesco Bulletshares 2022 Co | -0.2% | -4.38% | 減少 |
| 38 | BSCO | Invesco Bulletshares 2024 Cb | -0.2% | -5.67% | 減少 |
| 39 | AMZN | Amazon.com INC | -0.2% | -18.07% | 減少 |
| 40 | BSCK | Invesco Bulletshares 2020 Co | -0.3% | -6.53% | 減少 |
| 41 | XOM | Exxon Mobil CORP | -0.3% | -1.58% | 減少 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -24.66% | 減少 |
| 43 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |
| 44 | ✓ | — | EXIT | 全売却 | |
| 45 | TSS | Total System Services INC | — | EXIT | 全売却 |
| 46 | AMCR | Amcor plc | — | NEW | 新規購入 |
| 47 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |
| 48 | XMYDX | Blackrock Muniyield Fund | — | EXIT | 全売却 |
| 49 | ✓ | The Travelers Companies Inc. | — | EXIT | 全売却 |
| 50 | TRV | Travelers Cos Inc/the | — | NEW | 新規購入 |