CIK: 0001693789
申告総資産額
$10.6億
上位200銘柄を表示中（全363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 | 9.64% | — | +3.49% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.85% | -0.14% | +4.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.57% | +0.69% | +15.61% | |
| 4 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 4.64% | — | +1.52% | |
| 5 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 4.55% | — | +0.08% | |
| 6 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 4.51% | — | +0.35% | |
| 7 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 4.04% | — | +0.82% | |
| 8 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 3.96% | — | -4.98% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.92% | -0.06% | +1.11% | |
| 10 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 2.82% | — | -1.50% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.12% | -0.06% | +4.74% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.73% | -0.04% | +5.18% | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 1.45% | — | +4.28% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.40% | +0.15% | +2.26% | |
| 15 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.30% | -0.95% | +27.52% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.24% | +0.07% | +8.66% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.15% | — | +2.05% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | +0.01% | +1.92% | |
| 19 | T | At&t INC | 株式-通信サービス | 1.11% | -0.02% | +6.85% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | +0.02% | -0.81% | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.91% | — | +5.16% | |
| 22 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.84% | — | -1.71% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | +0.02% | +4.22% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | — | +16.30% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | +3.02% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.64% | -0.13% | +8.31% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | — | +0.26% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | +3.86% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | +3.78% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.53% | — | +4.35% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | +4.75% | |
| 32 | RTN1USD | Raytheon Company | 株式-その他 | 0.52% | — | -20.38% | |
| 33 | AFL | Aflac INC | 株式-金融 | 0.49% | — | — | |
| 34 | D | Dominion Energy INC | 株式-公益事業 | 0.48% | — | — | |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.47% | — | +28.77% | |
| 36 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.44% | -0.02% | +61.35% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.43% | — | +3.39% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.41% | +0.50% | +47.55% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.40% | +0.09% | +1.94% | |
| 40 | UTXZ | United Tech CORP | 株式-その他 | 0.39% | — | — | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -1.47% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.38% | — | +46.60% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +7.81% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | — | +3.74% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | — | -2.04% | |
| 46 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.36% | -0.06% | +2.82% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.35% | — | +4.98% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.35% | — | — | |
| 49 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.34% | — | +26.02% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.34% | -0.08% | +106.92% |