CIK: 0001650300
申告総資産額
$3.0億
上位200銘柄を表示中（全394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 | 13.51% | -0.52% | +1.07% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 9.20% | +0.49% | +2.12% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 9.04% | — | +4.67% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.22% | -0.08% | -1.67% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.84% | — | +0.43% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.10% | -0.65% | -2.27% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.79% | -0.02% | +4.44% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.13% | -0.13% | -0.70% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.01% | — | -1.84% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.95% | +0.13% | +0.24% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.89% | -0.11% | +1.55% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.87% | -0.02% | +1.09% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.85% | -0.13% | +12.16% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.75% | — | +2.62% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.62% | -0.06% | -0.25% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.54% | -0.07% | +5.48% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.48% | -0.10% | +0.13% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.39% | -0.05% | -0.15% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.02% | -0.19% | -6.86% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.98% | — | -0.34% | |
| 21 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.98% | +0.05% | -0.50% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.88% | -0.03% | +2.11% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.17% | -0.14% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.83% | +0.06% | +8.93% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.75% | — | +0.45% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | +0.19% | -4.01% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | -0.02% | -3.47% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.62% | -0.04% | +1.35% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.60% | +0.06% | +0.87% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | +0.03% | +2.57% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | +0.07% | -0.94% | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.56% | -0.02% | +0.13% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.54% | -0.05% | +0.11% | |
| 34 | EMR | Emerson Electric Co | 株式-資本財 | 0.51% | — | -2.23% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.49% | — | — | |
| 36 | XLF | Ss Financial Select Sector | ETF-その他 | 0.47% | +0.03% | +0.09% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.47% | — | -0.86% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.46% | +0.10% | +0.03% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.44% | -0.04% | +0.13% | |
| 40 | PGX | Invesco Preferred ETF | ETF-その他 | 0.38% | — | +0.05% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | -4.02% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.37% | -0.06% | +0.10% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.34% | — | +0.22% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.34% | — | -0.10% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.33% | — | +0.16% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.32% | — | +0.46% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.32% | — | +0.22% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | -0.06% | +0.13% | |
| 49 | DE | Deere & Co | 株式-資本財 | 0.31% | +0.07% | — | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.31% | -0.05% | +0.27% |