CIK: 0001650300
申告総資産額
$3.0億
上位200銘柄を表示中（全221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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.98% | -0.52% | -1.33% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 10.64% | +0.49% | +0.19% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 8.38% | — | -0.53% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.90% | -0.08% | +0.16% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.14% | — | -1.02% | |
| 6 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 4.25% | — | +10.26% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.04% | +0.13% | +0.41% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 3.74% | -0.02% | +3.14% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.20% | — | +5.29% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.86% | -0.02% | +6.37% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.66% | — | -1.44% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.98% | -0.10% | -2.23% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.75% | -0.06% | +0.45% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.58% | -0.65% | +0.22% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.57% | -0.05% | -0.80% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.40% | -0.13% | -4.79% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.16% | +0.17% | -0.63% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.03% | -0.07% | +1.10% | |
| 19 | T | At&t INC | 株式-通信サービス | 0.96% | +0.04% | +0.82% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.93% | — | +0.53% | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.89% | -0.02% | -0.17% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | +0.07% | +0.38% | |
| 23 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.79% | +0.05% | +0.41% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.70% | -0.13% | +0.25% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 0.65% | +0.03% | -13.57% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.63% | -0.04% | -6.43% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.63% | — | +0.48% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.19% | +1.16% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.55% | +0.06% | -0.08% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | -0.02% | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.52% | -0.03% | +0.03% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.51% | -0.06% | +0.14% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | +0.03% | +0.50% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.47% | +0.06% | +0.83% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.46% | — | +36.14% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +0.63% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | +0.39% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.44% | — | +1.68% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.42% | +0.10% | +0.13% | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.39% | — | +52.43% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.38% | -0.06% | +0.13% | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.38% | -0.05% | -4.34% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.37% | — | +0.58% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.35% | — | — | |
| 45 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.35% | — | -0.72% | |
| 46 | CSX | Csx CORP | 株式-資本財 | 0.33% | — | +0.17% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.30% | — | +0.55% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.30% | — | +2.22% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.28% | — | +0.08% | |
| 50 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.27% | — | +0.60% |