CIK: 0001764754
申告総資産額
$43.1億
上位200銘柄を表示中（全2252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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.62% | — | +1.64% | |
| 2 | ✓ | Innovator Etfs Tr Ii | ETF-その他 | 3.72% | — | — | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.29% | +0.15% | -5.13% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.27% | -0.21% | -5.89% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.08% | +0.55% | +53.86% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.65% | — | -3.09% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.46% | — | -8.69% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.18% | +0.18% | +3.16% | |
| 9 | T | At&t INC | 株式-通信サービス | 1.12% | — | -2.69% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.08% | — | +44.12% | |
| 11 | ✓ | 株式-その他 | 0.93% | — | -1.85% | ||
| 12 | HEESEUR | H&e Equipment Services INC | 株式-その他 | 0.91% | — | — | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 0.87% | — | -1.30% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.86% | +1.14% | +39.43% | |
| 15 | INTC | Intel CORP | 株式-IT | 0.85% | — | +1.36% | |
| 16 | WFC | Wells Fargo & Co | 株式-金融 | 0.80% | — | +7.38% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.36% | -14.45% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.74% | — | +48.01% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.74% | -0.25% | — | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.74% | — | -2.01% | |
| 21 | WPC | Wp Carey INC | 株式-不動産 | 0.74% | — | +3.40% | |
| 22 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.72% | +0.32% | -1.08% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.72% | — | +15.22% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +0.15% | |
| 25 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.65% | — | +8.34% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | — | -0.96% | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.64% | +0.22% | -26.71% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | — | +1.10% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | +0.09% | -10.11% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | +1.41% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.60% | — | +13.88% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | -10.08% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | -0.10% | -10.67% | |
| 34 | COP | Conocophillips | 株式-エネルギー | 0.59% | — | -10.88% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.59% | — | -1.92% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | — | -2.92% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.57% | — | -0.23% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.57% | — | -0.97% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | +2.73% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | -1.16% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.53% | — | +12.49% | |
| 42 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.52% | — | +52852.22% | |
| 43 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.52% | — | +0.17% | |
| 44 | ROM | Proshares Ultra Technology | ETF-テック型 | 0.52% | — | +109.31% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | -8.87% | |
| 46 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.50% | — | +2.19% | |
| 47 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.48% | — | +4.25% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.48% | — | -0.81% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | +2.46% | |
| 50 | GHI | Greystone Housing Impact Investors LP | 株式-その他 | 0.47% | — | +2.53% |