CIK: 0001764754
申告総資産額
$43.1億
上位200銘柄を表示中（全2541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 | 3.61% | — | +3.07% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.76% | +1.14% | +11.15% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.32% | -0.21% | -3.30% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.98% | +0.55% | -2.08% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.80% | — | +3.92% | |
| 6 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.60% | — | -10.04% | |
| 7 | WPC | Wp Carey INC | 株式-不動産 | 1.36% | — | -6.26% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.33% | +0.15% | +0.25% | |
| 9 | ✓ | Innovator Etfs Tr Ii | ETF-その他 | 1.33% | — | +3.30% | |
| 10 | FCTR | First Trust Lunt US Factor | ETF-その他 | 1.22% | — | +2.85% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.09% | -0.36% | +2.20% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.08% | — | +1.37% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.07% | — | +6.63% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.00% | — | +15.58% | |
| 15 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.90% | — | +7.35% | |
| 16 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.89% | — | +1255.03% | |
| 17 | MBB | Ishares Mbs ETF | ETF-その他 | 0.72% | +0.07% | +1896.05% | |
| 18 | INTC | Intel CORP | 株式-IT | 0.71% | — | +2.76% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.71% | — | -2.72% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.68% | — | +14.18% | |
| 21 | ✓ | 株式-その他 | 0.68% | — | -23.30% | ||
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | +4.23% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | — | +1.78% | |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.62% | +0.22% | +5.09% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.59% | +1.10% | +2.06% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | — | +4.30% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.58% | — | -4.47% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | -1.65% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.56% | — | +2.30% | |
| 30 | HEESEUR | H&e Equipment Services INC | 株式-その他 | 0.56% | — | -4.27% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | -0.10% | +0.62% | |
| 32 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.54% | — | +33.97% | |
| 33 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.54% | +0.32% | -0.32% | |
| 34 | PSX | Phillips 66 | 株式-エネルギー | 0.54% | — | +2.36% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.52% | — | +25.69% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.09% | +13.22% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +1.86% | |
| 38 | GHI | Greystone Housing Impact Investors LP | 株式-その他 | 0.51% | — | +1.18% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | +3.87% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | -0.95% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.49% | — | -1.36% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.49% | — | +17.42% | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.49% | — | +4.77% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.48% | — | +25.20% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.47% | — | -0.12% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | +3.16% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.45% | — | +13.62% | |
| 48 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.42% | — | -1.24% | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.42% | — | +8.37% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +5.58% |