CIK: 0001592613
申告総資産額
$6.3億
上位200銘柄を表示中（全384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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 8.36% | — | +0.33% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.81% | -0.38% | -2.68% | |
| 3 | KONG | Formidable Fortress ETF | ETF-その他 | 3.43% | -0.06% | -0.86% | |
| 4 | FORH | Formidable ETF | ETF-その他 | 3.09% | — | -3.46% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.00% | -0.64% | +1.10% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.62% | -0.16% | +0.57% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.53% | -0.62% | -2.45% | |
| 8 | CHE | Chemed CORP | 株式-ヘルスケア | 2.07% | -0.13% | +0.01% | |
| 9 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 1.39% | -0.09% | -2.68% | |
| 10 | GGN | Gamco Glbl Gold Ntrl Res INC | 株式-その他 | 1.32% | — | -0.39% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.31% | -0.28% | -1.24% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.17% | -0.06% | +1.65% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | -0.05% | -3.91% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.13% | +0.34% | -3.76% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | — | +2.60% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.03% | -0.10% | +0.99% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | — | +1.64% | |
| 18 | FLUX | Flux Power Holdings INC | 株式-その他 | 0.86% | — | +14.87% | |
| 19 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.85% | — | +69.22% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | — | +1.61% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.80% | — | +0.15% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | +0.15% | +0.51% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | -0.09% | +0.18% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.73% | -0.18% | +15.19% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.72% | -0.27% | +3.19% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.72% | -0.14% | +9.28% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | +0.23% | +1.04% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | -0.08% | +0.89% | |
| 29 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.63% | -0.22% | +8.99% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | -0.09% | +12.04% | |
| 31 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 0.58% | — | -3.36% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.54% | -0.08% | +6.33% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.54% | — | +4.36% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.54% | — | +2.13% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.53% | +0.11% | -2.58% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | -0.08% | +2.31% | |
| 37 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.51% | — | -16.21% | |
| 38 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 0.51% | — | -2.28% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.50% | -0.13% | +8.38% | |
| 40 | ACTG | Acacia Research CORP | 株式-その他 | 0.49% | — | -8.40% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | — | -1.24% | |
| 42 | MO | Altria Group INC | 株式-生活必需品 | 0.46% | — | -11.33% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | +0.94% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.42% | — | +0.82% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.41% | — | -3.91% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.41% | — | +6.40% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.40% | -0.10% | -0.50% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.39% | — | +6.62% | |
| 49 | DTH | Wisdomtree International Hig | ETF-その他 | 0.38% | — | -31.55% | |
| 50 | GWW | Ww Grainger INC | 株式-資本財 | 0.38% | — | -7.71% |