CIK: 0001731448
申告総資産額
$3.5億
上位200銘柄を表示中（全226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 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 5.69% | — | -2.55% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 4.60% | +1.23% | -6.83% | |
| 3 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 3.92% | — | -1.56% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.92% | +0.17% | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.75% | -0.24% | -2.51% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.51% | -0.05% | +100.36% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.38% | — | +4.64% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.77% | — | +98.19% | |
| 9 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 2.53% | — | -78.62% | |
| 10 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 2.49% | — | +64.02% | |
| 11 | WM | Waste Management INC | 株式-資本財 | 2.44% | — | -2.20% | |
| 12 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.42% | — | -6.79% | |
| 13 | ADP | Automatic Data Processing | 株式-IT | 2.42% | — | +1.10% | |
| 14 | ACN | Accenture plc | 株式-IT | 2.33% | — | +84.16% | |
| 15 | FE | Firstenergy CORP | 株式-公益事業 | 2.27% | — | +1.87% | |
| 16 | WELL | Welltower INC | 株式-不動産 | 2.22% | — | +101.99% | |
| 17 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 2.21% | — | +114.25% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 2.18% | +0.12% | -1.65% | |
| 19 | BLKCHF | Blackrock INC | 株式-その他 | 2.16% | — | +103.44% | |
| 20 | SYY | Sysco CORP | 株式-生活必需品 | 2.15% | — | +84.83% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.11% | -0.24% | +14.67% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 2.02% | — | -2.99% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 1.89% | — | — | |
| 24 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 1.76% | — | — | |
| 25 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.46% | — | -28.36% | |
| 26 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.33% | — | +16.94% | |
| 27 | GLW | Corning INC | 株式-IT | 1.18% | — | — | |
| 28 | DWAS | Invesco Dorsey Wright Smallc | ETF-その他 | 1.16% | — | +2.74% | |
| 29 | DJD | Invesco Dow Jones Industrial | ETF-その他 | 1.15% | — | +0.24% | |
| 30 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.14% | — | — | |
| 31 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 1.11% | — | — | |
| 32 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.09% | — | +9081.67% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.90% | — | +88.22% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.78% | — | +5.29% | |
| 35 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.76% | — | -74.74% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | -1.01% | +2.71% | |
| 37 | DG | Dollar General CORP | 株式-生活必需品 | 0.70% | — | -17.30% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.70% | -0.84% | +520.97% | |
| 39 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.70% | — | -3.19% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | — | +1.35% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | -0.42% | EXIT | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | +1.70% | |
| 43 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.63% | — | +17.70% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | +4.48% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.61% | — | +16.56% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.61% | +0.48% | NEW | |
| 47 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.54% | — | +0.74% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.48% | — | +8.02% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.44% | — | +16.07% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +2422.00% |