CIK: 0001738560
申告総資産額
$2.0億
上位200銘柄を表示中（全286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 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 8.17% | -1.45% | +45.25% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.32% | +0.45% | +16.88% | |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 5.75% | — | -6.27% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.57% | +1.39% | -19.01% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.80% | -0.04% | +5.61% | |
| 6 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 3.38% | +0.28% | +13.94% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.89% | +1.24% | +134.60% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.57% | -0.81% | +1.16% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.47% | +0.37% | -30.64% | |
| 10 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 2.43% | — | +119.08% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.37% | -0.67% | +0.42% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.30% | — | +22.43% | |
| 13 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.85% | -0.51% | +60.47% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.81% | — | +14.95% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.56% | — | +15.98% | |
| 16 | ACI | Albertsons Cos INC - Class A | 株式-生活必需品 | 1.55% | +0.31% | NEW | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.47% | — | -7.56% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.39% | -1.01% | -26.20% | |
| 19 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 1.29% | — | — | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.08% | — | +4.49% | |
| 21 | COP | Conocophillips | 株式-エネルギー | 1.03% | +0.25% | -1.46% | |
| 22 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.96% | -0.77% | EXIT | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.96% | — | — | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.95% | — | -1.23% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.94% | +0.32% | -31.21% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | — | -3.83% | |
| 27 | KR | Kroger Co | 株式-生活必需品 | 0.88% | — | +10.22% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | — | +3.95% | |
| 29 | PRU | Prudential Financial INC | 株式-金融 | 0.81% | — | +4.37% | |
| 30 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-その他 | 0.80% | — | -10.76% | |
| 31 | HTLFEUR | Heartland Financial USA INC | 株式-その他 | 0.80% | — | — | |
| 32 | SO | Southern Co/the | 株式-公益事業 | 0.74% | — | +6.05% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | — | -14.25% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | — | +3.10% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.67% | — | +163.99% | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | — | +2.09% | |
| 37 | FTNT | Fortinet INC | 株式-IT | 0.66% | — | -12.12% | |
| 38 | FCOR | Fidelity Corporate Bond ETF | ETF-投資適格社債 | 0.66% | — | +20.53% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.65% | — | +22.98% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | — | -67.01% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | +5.17% | |
| 42 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.60% | — | — | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | — | +3.58% | |
| 44 | LHX | L3harris Technologies INC | 株式-資本財 | 0.56% | — | -4.85% | |
| 45 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.55% | — | +17.72% | |
| 46 | COR | Cencora INC | 株式-ヘルスケア | 0.53% | -0.62% | +1.05% | |
| 47 | AES | Aes CORP | 株式-公益事業 | 0.53% | — | +4.81% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.19% | +9.32% | |
| 49 | PSX | Phillips 66 | 株式-エネルギー | 0.48% | — | -3.31% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | +0.28% | +4.15% |