CIK: 0001666788
申告総資産額
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| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.66% | — | -10.45% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.50% | — | -9.06% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 3.91% | — | +26.93% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.88% | — | -26.41% | |
| 5 | PECO | Phillips Edison & Company In | 株式-不動産 | 3.23% | — | -78.18% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.99% | — | +20.23% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.71% | — | -33.49% | |
| 8 | FSK | Fs Kkr Capital CORP | 株式-金融 | 2.19% | — | -72.38% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.12% | — | +63.29% | |
| 10 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 2.00% | — | -0.38% | |
| 11 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.93% | — | -0.64% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.86% | — | +26.08% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.73% | — | +27.19% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.66% | — | -15.81% | |
| 15 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 1.63% | — | -10.09% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.58% | — | -2.65% | |
| 17 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.57% | — | -11.44% | |
| 18 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.54% | — | -24.75% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.36% | — | +5.68% | |
| 20 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 1.22% | — | +0.45% | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.20% | — | +1.31% | |
| 22 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.16% | — | -13.97% | |
| 23 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.11% | — | -1.95% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.05% | — | +0.05% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.99% | — | -48.06% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.94% | — | -5.30% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | — | +288.49% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.89% | — | -13.10% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | — | +1488.89% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.81% | — | +6.84% | |
| 31 | FBRT | Franklin Bsp Realty Trust In | 株式-その他 | 0.78% | — | -1.48% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | — | +2.69% | |
| 33 | O | Realty Income CORP | 株式-不動産 | 0.78% | — | -24.17% | |
| 34 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.76% | — | -13.46% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.71% | — | +5.60% | |
| 36 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.65% | — | -0.83% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | — | -7.08% | |
| 38 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.64% | — | -1.13% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.63% | — | -2.64% | |
| 40 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.62% | — | +8.95% | |
| 41 | BNP 0 04-04-25 0003 | BNP Paribas | 株式-その他 | 0.61% | — | — | |
| 42 | CION | Cion Investment CORP | 株式-その他 | 0.61% | — | -77.91% | |
| 43 | AFINUSD | Necessity Retail Reit Inc/th | 株式-その他 | 0.60% | — | -61.96% | |
| 44 | LUV | Southwest Airlines Co | 株式-資本財 | 0.58% | — | +0.24% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | — | -1.26% | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 0.56% | — | -0.93% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.56% | — | -6.84% | |
| 48 | GNL | Global Net Lease INC | 株式-不動産 | 0.55% | — | -70.92% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | -2.02% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | -10.40% |