CIK: 0001660177
申告総資産額
$19.1億
上位200銘柄を表示中(全370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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.98% | — | +245.45% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.80% | — | +37.25% | |
| 3 | MBB | Ishares Mbs ETF | ETF-その他 | 2.53% | — | +1.70% | |
| 4 | ✓ | Proshares Tr | 株式-その他 | 2.14% | — | +1618.54% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.02% | — | +333.00% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.00% | -0.19% | +48.90% | |
| 7 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.92% | — | — | |
| 8 | AAPL | Apple INC | 株式-IT | 1.89% | -0.18% | -49.78% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.82% | — | +49.70% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.63% | -0.44% | +13.19% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 1.55% | — | +72.32% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.26% | — | +72.77% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | -0.26% | -38.69% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.24% | — | -23.02% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.19% | -0.45% | -35.26% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.13% | -0.52% | -34.76% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | — | +2.27% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.08% | — | +34.12% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.04% | — | -1.02% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 1.04% | +0.43% | -20.69% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.04% | — | -15.91% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | — | +0.87% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.90% | — | -86.73% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.87% | -0.33% | -38.44% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.35% | -35.06% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.82% | — | +19.22% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.82% | +1.53% | +5.25% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.81% | — | +13.86% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.80% | — | +4.62% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.77% | — | -46.72% | |
| 31 | CCOR | Core Alternative ETF | ETF-その他 | 0.72% | — | -20.71% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | — | +100.24% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | +5.57% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.69% | — | +55.65% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.68% | — | +6.23% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | -0.17% | +191.90% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | -1.18% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | -0.24% | -20.36% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | — | +0.19% | |
| 40 | AMT | American Tower CORP | 株式-不動産 | 0.61% | — | +20.90% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.61% | — | +4.81% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +9.78% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.60% | — | +1895.46% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | -0.17% | +30.91% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | -64.21% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | -0.12% | -0.97% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.56% | — | +208.22% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.55% | — | +4.32% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | +0.28% | +27.19% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.55% | — | +2.08% |