CIK: 0001693789
申告総資産額
$10.6億
上位200銘柄を表示中（全445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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 19.32% | -2.28% | +1.76% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.49% | +0.69% | +7.58% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 12.10% | +0.50% | +11.35% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 9.53% | -0.95% | +3.48% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 6.98% | -0.43% | +3.65% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 6.72% | -2.02% | — | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 5.60% | -0.14% | +4.84% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.21% | — | +1.84% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.73% | -0.04% | -50.34% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.16% | -0.13% | -8.74% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.74% | +0.07% | +1.93% | |
| 12 | AAPL | Apple INC | 株式-IT | 0.73% | +0.15% | +0.61% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | -0.08% | -7.16% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | -0.06% | +0.87% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.52% | -0.04% | -12.59% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | -0.06% | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.44% | — | +117.26% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | +0.01% | +1.56% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | +0.02% | -0.11% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | +0.02% | +1931.28% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.33% | -0.08% | -10.84% | |
| 22 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.33% | — | +0.37% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | -10.79% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.30% | — | -26.14% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.27% | — | -0.95% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.27% | -0.17% | -18.19% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.25% | -0.06% | -6.34% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.24% | — | +8.18% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.24% | — | -53.58% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.21% | — | -19.89% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.19% | — | -1.05% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.19% | +0.09% | -0.26% | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 0.18% | — | -3.91% | |
| 34 | D | Dominion Energy INC | 株式-公益事業 | 0.18% | — | — | |
| 35 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.17% | — | +3.92% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.16% | — | +0.21% | |
| 37 | AXP | American Express Co | 株式-金融 | 0.15% | — | -8.15% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.15% | — | -19.41% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.15% | — | -0.70% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | +0.01% | — | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.15% | — | +6.79% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.15% | — | -3.02% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.14% | -0.02% | +6.67% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.14% | — | -1.00% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.14% | — | -0.45% | |
| 46 | LHX | L3harris Technologies INC | 株式-資本財 | 0.14% | — | -6.24% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.14% | -0.03% | +3.38% | |
| 48 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.14% | — | +1.58% | |
| 49 | BA | Boeing Co/the | 株式-資本財 | 0.14% | — | -5.21% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.13% | — | +0.28% |