CIK: 0001791965
申告総資産額
$73.3億
上位200銘柄を表示中（全351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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.01% | — | +11.56% | |
| 2 | HD | Home Depot INC | 株式-一般消費財 | 2.53% | — | +4.43% | |
| 3 | AIT | Applied Industrial Tech INC | 株式-資本財 | 2.38% | — | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.92% | -0.34% | +1.53% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.87% | — | +7.97% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.50% | — | -32.41% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.48% | — | -11.04% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.20% | +0.08% | +0.96% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | — | -0.94% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.12% | — | -1.67% | |
| 11 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 1.05% | — | +10.76% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.00% | — | +4.48% | |
| 13 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.98% | — | +3.37% | |
| 14 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.97% | — | +5.41% | |
| 15 | IHF | Ishares U.s. Healthcare Prov | ETF-その他 | 0.97% | — | -0.99% | |
| 16 | ✓ | ETF Managers Tr | 株式-その他 | 0.97% | — | — | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.96% | — | +50.37% | |
| 18 | NEE | Nextera Energy INC | 株式-公益事業 | 0.93% | — | +1.62% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.90% | — | -1.05% | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.90% | -0.46% | +5.52% | |
| 21 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.89% | — | — | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.14% | +7.74% | |
| 23 | IQDF | Flexshares-int Qual Dvd Inde | ETF-その他 | 0.86% | — | +4.35% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.85% | +0.19% | +5.08% | |
| 25 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.84% | — | +13.37% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.83% | — | +37.26% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | — | +2.06% | |
| 28 | PAYX | Paychex INC | 株式-IT | 0.80% | — | — | |
| 29 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.76% | — | +17.66% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | +2.36% | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 0.75% | — | +5.55% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | — | +0.12% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | — | +2.65% | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 0.69% | -0.57% | -0.78% | |
| 35 | MDT | Medtronic plc | 株式-ヘルスケア | 0.69% | — | +6.88% | |
| 36 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.69% | — | -3.41% | |
| 37 | RPM | Rpm International INC | 株式-素材 | 0.66% | — | -6.30% | |
| 38 | ADI | Analog Devices INC | 株式-IT | 0.65% | — | +1.49% | |
| 39 | BBTUSD | Bb&t CORP | 株式-その他 | 0.65% | — | — | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.64% | — | -32.48% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.64% | +0.10% | +7.54% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | +8.07% | |
| 43 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.62% | — | -0.86% | |
| 44 | ES | Eversource Energy | 株式-公益事業 | 0.62% | — | — | |
| 45 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.62% | — | +10.84% | |
| 46 | CCI | Crown Castle INC | 株式-不動産 | 0.60% | — | +17.43% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | +4.56% | |
| 48 | MCHP | Microchip Technology INC | 株式-IT | 0.58% | — | +0.15% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +15.39% | |
| 50 | VTV | Vanguard Value ETF | ETF-その他 | 0.57% | — | +15.78% |