CIK: 0001729672
申告総資産額
$2.6億
上位200銘柄を表示中（全425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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.25% | -0.27% | +0.38% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.29% | -0.36% | -7.79% | |
| 3 | WEC | Wec Energy Group INC | 株式-公益事業 | 2.59% | — | — | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.39% | — | +5.99% | |
| 5 | NEE | Nextera Energy INC | 株式-公益事業 | 2.16% | +0.27% | -0.32% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.96% | -0.43% | +17.52% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.89% | -0.24% | -21.49% | |
| 8 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.77% | +0.13% | +15.59% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.72% | — | -1.27% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.68% | — | +1.69% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.68% | -0.32% | +15.64% | |
| 12 | ENB | Enbridge INC | 株式-エネルギー | 1.66% | — | +54.13% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.55% | -0.72% | +3.38% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.47% | -0.21% | -19.38% | |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.42% | — | -0.74% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.37% | — | +0.27% | |
| 17 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.30% | — | +20.64% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.08% | — | +109.04% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.06% | — | +10.01% | |
| 20 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.06% | — | — | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.06% | — | +59.36% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 1.03% | — | -2.82% | |
| 23 | UTXZ | United Tech CORP | 株式-その他 | 0.95% | — | +38.20% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.93% | — | +21.97% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | +160.91% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.88% | — | -0.81% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.88% | — | +34.72% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.87% | — | -24.55% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.52% | -0.53% | |
| 30 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.84% | — | -0.45% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | — | -2.49% | |
| 32 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.82% | — | — | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | — | -0.30% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.76% | — | -22.02% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.73% | — | -0.81% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.73% | — | -4.90% | |
| 37 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.73% | — | +31.38% | |
| 38 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.70% | — | +207.30% | |
| 39 | PYPL | Paypal Holdings INC | 株式-金融 | 0.68% | — | -21.35% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.68% | — | -5.40% | |
| 41 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.64% | — | +66.06% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | — | +3.18% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.64% | — | -32.63% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.63% | — | +105.09% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.22% | — | |
| 46 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.62% | — | -0.91% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.61% | — | +33.22% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | — | -2.88% | |
| 49 | MCHP | Microchip Technology INC | 株式-IT | 0.58% | — | +20.10% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.58% | -0.13% | -0.60% |