CIK: 0001650300
申告総資産額
$3.0億
上位200銘柄を表示中（全415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 | 12.31% | -0.52% | +1.01% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 9.12% | +0.49% | +0.56% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 8.49% | — | +2.56% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.60% | -0.08% | -0.59% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.13% | — | -0.01% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.85% | -0.65% | -8.97% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.56% | -0.02% | +1.17% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.24% | — | +0.11% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.23% | — | -1.56% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.06% | +0.13% | -0.25% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.92% | -0.13% | +0.56% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.78% | -0.13% | -33.74% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.78% | -0.11% | +0.14% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.73% | -0.02% | +2.30% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.63% | -0.10% | +0.04% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.54% | -0.06% | +0.12% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.53% | -0.05% | +0.29% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | -0.07% | — | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.10% | — | -0.84% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.10% | +0.17% | -3.71% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.99% | — | -1.97% | |
| 22 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.87% | +0.05% | +0.38% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.82% | -0.03% | -16.63% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | +0.06% | +4.54% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | -0.19% | -6.34% | |
| 26 | PGX | Invesco Preferred ETF | ETF-その他 | 0.75% | — | -0.15% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | +0.19% | +0.31% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | -0.02% | — | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.64% | -0.02% | +0.12% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.62% | — | -1.15% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.62% | +0.06% | +0.43% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | +0.03% | +0.45% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | +0.07% | +1.03% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.60% | -0.04% | -0.20% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | +1.36% | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 0.49% | — | +0.06% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.48% | — | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | -0.05% | +0.25% | |
| 39 | XLF | Ss Financial Select Sector | ETF-その他 | 0.45% | +0.03% | +0.12% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.44% | -0.06% | -1.83% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.42% | +0.10% | +0.95% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.41% | — | +0.45% | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.39% | +0.07% | — | |
| 44 | CSX | Csx CORP | 株式-資本財 | 0.38% | — | +0.14% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | +0.09% | +0.51% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.37% | — | +0.39% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | — | +0.94% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.33% | -0.05% | -28.39% | |
| 49 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.33% | — | -3.58% | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.32% | — | +1.30% |