CIK: 0001543536
申告総資産額
$6.8億
上位200銘柄を表示中（全785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 | 7.69% | -0.25% | +1.91% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.28% | — | +2.86% | |
| 3 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 6.63% | — | +1.63% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.77% | -0.24% | +0.43% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.05% | — | +3.91% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.04% | -0.14% | +3.04% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.95% | +0.25% | +2.38% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.81% | — | +1.29% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.65% | +0.26% | +2.81% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.62% | — | +1.58% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.88% | — | +5.33% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.79% | -0.14% | +0.44% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.95% | — | +4.39% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.70% | -0.10% | +294.06% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.28% | +0.07% | -3.74% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -0.09% | +26.82% | |
| 17 | ✓ | ETF Ser Solutions | 株式-その他 | 1.09% | — | +32.14% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.02% | — | +4.15% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.19% | +1.16% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.89% | — | -1.57% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.86% | — | +1.43% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 0.78% | -0.11% | -10.96% | |
| 23 | PPL | Ppl CORP | 株式-公益事業 | 0.78% | — | -2.86% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 0.78% | +0.16% | +134.74% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | -41.50% | |
| 26 | DOW | Dow INC | 株式-素材 | 0.72% | — | -9.65% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | +0.09% | -0.15% | |
| 28 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.69% | -0.63% | EXIT | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.66% | — | +2.68% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.66% | -0.20% | -9.14% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | — | -8.71% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | -0.97% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.60% | — | +3.11% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | +0.14% | -8.32% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.56% | — | +1.58% | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.54% | — | -10.32% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | +3.43% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.50% | — | -9.36% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | +0.09% | +0.02% | |
| 40 | PENN | PENN Entertainment, Inc. | 株式-一般消費財 | 0.45% | — | +1.71% | |
| 41 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.44% | — | — | |
| 42 | BX | Blackstone INC | 株式-金融 | 0.42% | -0.13% | -8.79% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | +0.07% | +12.70% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.42% | — | -1.17% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.40% | — | -1.39% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | +0.20% | -40.93% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.38% | +0.07% | NEW | |
| 48 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.36% | — | -8.95% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.35% | — | +0.74% | |
| 50 | MTB | M & T Bank CORP | 株式-金融 | 0.34% | — | -0.75% |