CIK: 0001689646
申告総資産額
$17.9億
上位200銘柄を表示中（全1379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 | 11.09% | -0.12% | -9.97% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.39% | -0.11% | +4.97% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.86% | -0.21% | +4.06% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.64% | -0.12% | -0.35% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.40% | +0.51% | -2.13% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.30% | +0.06% | +8.01% | |
| 7 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.95% | +0.01% | -1.26% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.74% | -0.14% | -0.50% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.61% | -0.11% | +2.33% | |
| 10 | INTC | Intel CORP | 株式-IT | 1.44% | — | -2.28% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.39% | — | -2.39% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.20% | — | -2.15% | |
| 13 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.18% | — | +0.83% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.28% | -1.53% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.06% | — | -2.71% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.03% | — | +5.06% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.00% | +0.05% | -2.57% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | — | -1.87% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.85% | +0.04% | +1.16% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.83% | — | -1.28% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.09% | -44.85% | |
| 22 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.71% | — | +5.05% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +0.90% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.62% | — | -5.08% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | +0.08% | +1.29% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +4.12% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | +0.05% | +15.96% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.52% | — | -0.13% | |
| 29 | AFL | Aflac INC | 株式-金融 | 0.51% | — | -0.42% | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 0.51% | — | +0.05% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.50% | — | -0.60% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +4.69% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | -0.08% | +0.50% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.48% | — | +32.41% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.12% | +3.92% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | — | +0.81% | |
| 37 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.46% | — | +1.80% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | +1.82% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.45% | -0.15% | +3.08% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.42% | -0.17% | -20.65% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.41% | — | -1.74% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.40% | — | +3.60% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | — | -1.14% | |
| 44 | AWK | American Water Works Co INC | 株式-公益事業 | 0.38% | — | -1.47% | |
| 45 | PNC | Pnc Financial Services Group | 株式-金融 | 0.38% | — | -1.01% | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.38% | — | -1.11% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.37% | -0.09% | +4.48% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.36% | +0.07% | -8.59% | |
| 49 | LEAD | Siren Divcon Leaders Dividen | ETF-その他 | 0.36% | — | +3.28% | |
| 50 | WM | Waste Management INC | 株式-資本財 | 0.34% | — | +0.38% |