CIK: 0001791965
申告総資産額
$73.3億
上位200銘柄を表示中（全349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 | 3.03% | — | +11.31% | |
| 2 | HD | Home Depot INC | 株式-一般消費財 | 2.34% | — | +1.33% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.96% | -0.34% | +7.25% | |
| 4 | AIT | Applied Industrial Tech INC | 株式-資本財 | 1.77% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 1.42% | — | -1.13% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.41% | — | +403.16% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.40% | — | +1.75% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | — | +42.82% | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.29% | -0.66% | +204.42% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | — | +6.90% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.17% | — | +56.61% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.13% | — | +9.35% | |
| 13 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.11% | — | +30.63% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.07% | +0.08% | +0.77% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.99% | — | -3.63% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.99% | — | +135.65% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.95% | +0.19% | +5.43% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 0.93% | — | +4.77% | |
| 19 | XLB | Ss Materials Select Sector | ETF-その他 | 0.93% | -0.44% | — | |
| 20 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 0.91% | — | -14.88% | |
| 21 | IHF | Ishares U.s. Healthcare Prov | ETF-その他 | 0.89% | — | +2.71% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.88% | — | +0.91% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | — | +1.35% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.85% | — | +7.91% | |
| 25 | IQDF | Flexshares-int Qual Dvd Inde | ETF-その他 | 0.85% | — | +4.07% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | +0.14% | -0.28% | |
| 27 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.81% | — | +3.38% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.79% | — | -9.77% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.77% | — | +0.73% | |
| 30 | PAYX | Paychex INC | 株式-IT | 0.76% | — | -0.02% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | -0.04% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | — | +9.88% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | +21.97% | |
| 34 | ES | Eversource Energy | 株式-公益事業 | 0.71% | — | +0.18% | |
| 35 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.71% | — | +1.42% | |
| 36 | BLKCHF | Blackrock INC | 株式-その他 | 0.68% | — | +1.24% | |
| 37 | ✓ | ETF Managers Tr | 株式-その他 | 0.67% | — | -12.57% | |
| 38 | MDT | Medtronic plc | 株式-ヘルスケア | 0.66% | — | -5.25% | |
| 39 | ADI | Analog Devices INC | 株式-IT | 0.65% | — | +0.63% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.65% | — | +25.04% | |
| 41 | RPM | Rpm International INC | 株式-素材 | 0.64% | — | — | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.64% | +0.41% | +21.11% | |
| 43 | CCI | Crown Castle INC | 株式-不動産 | 0.63% | — | +0.01% | |
| 44 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.63% | — | -7.41% | |
| 45 | BBTUSD | Bb&t CORP | 株式-その他 | 0.62% | — | -0.08% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.62% | -0.57% | -5.64% | |
| 47 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.62% | — | -0.42% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.60% | — | +114.32% | |
| 49 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.59% | — | -3.77% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.58% | +0.10% | -1.65% |