CIK: 0001641866
申告総資産額
$55.4億
上位200銘柄を表示中(全3372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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.71% | +0.10% | -35.97% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.26% | — | +467.21% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.23% | — | +38.02% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.20% | -0.02% | -47.56% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.47% | -0.02% | -53.50% | |
| 6 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.40% | — | -19.95% | |
| 7 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.38% | — | +85.70% | |
| 8 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 1.27% | — | +27.75% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.20% | — | -48.63% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.02% | — | -4.96% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.95% | -0.30% | +649.83% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 0.95% | — | -41.85% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.88% | — | -32.03% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.86% | — | -39.00% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.85% | — | -13.39% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.84% | — | +73.59% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.84% | — | +47.42% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.80% | — | +2.59% | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.78% | — | +72.87% | |
| 20 | UUP | Invesco Db US Dollar Index B | ETF-大型株・グロース | 0.76% | — | -0.73% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.76% | — | -20.38% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.70% | — | +27.04% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | — | -23.75% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.65% | +0.22% | -5.02% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.64% | — | -62.76% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.61% | +0.05% | -39.45% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.60% | -0.16% | -53.31% | |
| 28 | IOCT | Innovator Int Dev Power Buff | ETF-その他 | 0.59% | — | -0.24% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.58% | — | +0.57% | |
| 30 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.55% | — | +101890.12% | |
| 31 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.55% | — | +10.09% | |
| 32 | XLE | Ss Energy Select Sector | ETF-その他 | 0.55% | — | -49.97% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.55% | — | -56.48% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -26.15% | |
| 35 | FLRT | Pacer Aristotle Pacific Floa | ETF-その他 | 0.54% | — | +298.82% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | -58.51% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.53% | +0.14% | -33.31% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.50% | +0.25% | -0.51% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.49% | — | -37.92% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.48% | — | -40.32% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.47% | — | -42.60% | |
| 42 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.47% | — | -2.11% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.47% | — | -31.75% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.47% | — | -5.58% | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.46% | — | +2868.75% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.42% | — | -45.45% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.40% | — | -25.63% | |
| 48 | AGZD | Wisdomtree Trust Wisdomtree | ETF-その他 | 0.39% | — | -1.71% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.38% | — | -3.81% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.38% | — | -46.95% |