CIK: 0001738560
申告総資産額
$2.0億
上位200銘柄を表示中（全287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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 8.82% | +1.39% | +6.34% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 7.89% | +0.45% | +111.53% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-その他 | 6.35% | -0.04% | +12.32% | |
| 4 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.31% | -1.45% | -49.05% | |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 3.84% | — | +7.30% | |
| 6 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 3.55% | — | -24.43% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.02% | -0.81% | -0.33% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.99% | -0.67% | -2.30% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.71% | — | +8.54% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.25% | +0.28% | -10.51% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.07% | — | +1.16% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.60% | +0.32% | -0.15% | |
| 13 | COP | Conocophillips | 株式-エネルギー | 1.49% | +0.25% | -8.91% | |
| 14 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 1.27% | -0.77% | EXIT | |
| 15 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 1.26% | — | — | |
| 16 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-その他 | 1.10% | — | -19.17% | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.10% | — | +10.12% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.09% | — | -5.14% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.06% | — | +5.75% | |
| 20 | PRU | Prudential Financial INC | 株式-金融 | 1.05% | — | +7.14% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.03% | — | +4.40% | |
| 22 | SO | Southern Co/the | 株式-公益事業 | 1.03% | — | +8.33% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.02% | — | -4.47% | |
| 24 | ACI | Albertsons Cos INC - Class A | 株式-生活必需品 | 0.99% | +0.31% | NEW | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.98% | — | +88.09% | |
| 26 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.97% | -0.51% | -46.51% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | — | -1.72% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.85% | -1.01% | -36.52% | |
| 29 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.82% | — | +19.70% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | +0.19% | +7.64% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.80% | — | +8.20% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | +4.64% | |
| 33 | LHX | L3harris Technologies INC | 株式-資本財 | 0.72% | — | +3.84% | |
| 34 | DOW | Dow INC | 株式-素材 | 0.72% | — | +9227.59% | |
| 35 | KR | Kroger Co | 株式-生活必需品 | 0.68% | — | -52.46% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | +0.28% | +2.01% | |
| 37 | COR | Cencora INC | 株式-ヘルスケア | 0.63% | -0.62% | +0.93% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.60% | — | -53.86% | |
| 39 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.60% | — | -9.91% | |
| 40 | FTNT | Fortinet INC | 株式-IT | 0.60% | — | -27.70% | |
| 41 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.59% | — | +6.99% | |
| 42 | HTLFEUR | Heartland Financial USA INC | 株式-その他 | 0.58% | — | -23.63% | |
| 43 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.57% | -0.01% | +107.72% | |
| 44 | PSX | Phillips 66 | 株式-エネルギー | 0.55% | — | -13.60% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | -8.91% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.47% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | -21.36% | |
| 48 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.46% | — | — | |
| 49 | FCOR | Fidelity Corporate Bond ETF | ETF-投資適格社債 | 0.44% | — | -18.60% | |
| 50 | PDX | Pimco Dynamic Income Strat | 株式-その他 | 0.41% | — | -2.82% |