CIK: 0001728321
申告総資産額
$18.7億
上位200銘柄を表示中（全205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 | AAPL | Apple INC | 株式-IT | 8.77% | -0.41% | +5.24% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.47% | -0.18% | +5.44% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.96% | — | -1.10% | |
| 4 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 2.81% | — | -1.70% | |
| 5 | TWTRUSD | Twitter INC | 株式-その他 | 2.73% | — | +2523.64% | |
| 6 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.30% | — | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.06% | — | -0.75% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.92% | — | -0.24% | |
| 9 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 1.80% | — | +20.54% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 1.79% | — | +382.89% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.62% | — | +0.83% | |
| 12 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.62% | — | -13.99% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.54% | — | +3.19% | |
| 14 | USX1 | United States Steel CORP | 株式-その他 | 1.50% | — | +0.10% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.47% | — | +643.96% | |
| 16 | IYF | Ishares US Financials ETF | ETF-その他 | 1.39% | — | +2.62% | |
| 17 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.24% | — | -0.43% | |
| 18 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.11% | — | -1.30% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.10% | — | +20.08% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.05% | — | +3.14% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.98% | — | +1.68% | |
| 22 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.97% | — | +48.52% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.96% | — | -1.99% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | +3.11% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.91% | — | +50.42% | |
| 26 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.86% | — | +7.28% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.85% | — | +35.42% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.81% | — | -18.79% | |
| 29 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.80% | — | +8.36% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.79% | — | +11.20% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.77% | — | +188.48% | |
| 32 | MAT | Mattel INC | 株式-一般消費財 | 0.76% | — | +1.21% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | +19.25% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.22% | -6.97% | |
| 35 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.68% | — | +4.57% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.67% | — | +6.27% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | -0.70% | +40.78% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.65% | — | +5.38% | |
| 39 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.58% | — | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | +0.13% | +0.71% | |
| 41 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.56% | — | +0.17% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.55% | — | +40.85% | |
| 43 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.54% | — | -0.34% | |
| 44 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.54% | — | +29.14% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.52% | — | +80.47% | |
| 46 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.50% | — | -10.21% | |
| 47 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.48% | — | +88.94% | |
| 48 | ✓ | 株式-その他 | 0.48% | — | — | ||
| 49 | SWKS | Skyworks Solutions INC | 株式-IT | 0.48% | — | +46.89% | |
| 50 | ✓ | United Dev Funding Xxxregistration Revoked By THE Sec Eff: 08/13/20 | 株式-その他 | 0.47% | — | -7.65% |