CIK: 0002003343
申告総資産額
$8.8億
上位200銘柄を表示中（全244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 | VUG | Vanguard Growth ETF | ETF-その他 | 7.72% | — | +0.31% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 7.16% | — | +1.71% | |
| 3 | HTLFEUR | Heartland Financial USA INC | 株式-その他 | 6.94% | — | -7.10% | |
| 4 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 5.49% | — | +1.22% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.03% | — | +0.56% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.95% | — | +0.50% | |
| 7 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.70% | — | -3.01% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.67% | — | -3.36% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.64% | — | -1.21% | |
| 10 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 2.45% | — | +0.77% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.21% | — | +1.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.75% | — | -5.08% | |
| 13 | INCE | Franklin Income Equity Focus | ETF-その他 | 1.73% | — | +1.19% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.54% | — | -3.90% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.44% | — | -2.03% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.40% | — | -3.44% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.34% | — | +1.93% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.32% | — | +1.82% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | — | -3.65% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | — | -2.77% | |
| 21 | MBB | Ishares Mbs ETF | ETF-その他 | 1.03% | — | +2.20% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.01% | — | -4.39% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | — | -4.02% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 0.96% | — | -4.17% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | — | -2.75% | |
| 26 | IDLV | Invesco S&p International De | ETF-その他 | 0.89% | — | +1.90% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 0.86% | — | -3.75% | |
| 28 | ADX | Adams Diversified Equity | 株式-その他 | 0.84% | — | -4.32% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | — | -2.70% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.82% | — | -21.06% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.80% | — | -4.84% | |
| 32 | TY | Tri-continental CORP | 株式-その他 | 0.80% | — | -3.11% | |
| 33 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.79% | — | +0.07% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | — | +6.95% | |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.71% | — | +3.36% | |
| 36 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 0.68% | — | -3.02% | |
| 37 | BLKCHF | Blackrock INC | 株式-その他 | 0.66% | — | -3.63% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.64% | — | -1.62% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -1.77% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | -4.05% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | -4.76% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.61% | — | -2.99% | |
| 43 | ING | Ing Groep N.v.-sponsored Adr | 株式-金融 | 0.60% | — | — | |
| 44 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.57% | — | +0.67% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | — | -5.31% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -3.12% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.55% | — | -6.01% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -0.48% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.54% | — | -4.43% | |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.52% | — | -2.17% |