CIK: 0001650300
申告総資産額
$3.0億
上位200銘柄を表示中（全282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 | 15.02% | -0.52% | +0.26% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 10.35% | +0.49% | +0.63% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 10.33% | — | +1.13% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.00% | — | -0.99% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.54% | -0.02% | +1.62% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.33% | -0.65% | -0.13% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 3.07% | -0.02% | -0.98% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.83% | — | -0.60% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.72% | -0.13% | -0.42% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.35% | +0.13% | -1.79% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.29% | -0.10% | +0.11% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.14% | -0.06% | -0.97% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.04% | -0.13% | +0.39% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.75% | -0.05% | -0.20% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | — | -4.91% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | +0.17% | +0.48% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.29% | — | -5.71% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.98% | — | -0.82% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.97% | -0.02% | +0.09% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.95% | — | +5.31% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.90% | +0.06% | +6.06% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.70% | -0.04% | -0.89% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | +0.07% | +0.30% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.67% | -0.06% | +0.09% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | — | — | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.64% | +0.03% | +0.35% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | -0.02% | — | |
| 28 | EMR | Emerson Electric Co | 株式-資本財 | 0.55% | — | +0.08% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | -0.19% | +0.26% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | -0.54% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | — | |
| 32 | CSX | Csx CORP | 株式-資本財 | 0.46% | — | +0.11% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.46% | — | — | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.45% | — | +0.48% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.44% | +0.04% | -8.88% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.19% | +0.80% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.43% | — | +0.58% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | +0.03% | +0.57% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | -0.04% | +0.51% | |
| 40 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.38% | — | +0.86% | |
| 41 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.38% | — | +1.15% | |
| 42 | DE | Deere & Co | 株式-資本財 | 0.36% | +0.07% | — | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | +0.42% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | -0.06% | +0.28% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | — | — | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.30% | — | +0.56% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.30% | — | +0.02% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.29% | — | +0.12% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | -0.03% | -8.05% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +0.23% |