CIK: 0001728321
申告総資産額
$18.7億
上位200銘柄を表示中（全480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 | 5.44% | -0.18% | +30.61% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.53% | -0.41% | -6.41% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.84% | -0.44% | +6.74% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.50% | — | +15.91% | |
| 5 | IBOC | International Bancshares Crp | 株式-その他 | 1.61% | — | +0.56% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.59% | -1.06% | +5.06% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.40% | +0.13% | -1.37% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.38% | — | +4.86% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.30% | — | +0.34% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.26% | — | +12.98% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.13% | — | +4.62% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.05% | — | +106.29% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.97% | -0.02% | +61.26% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 0.91% | — | +1.18% | |
| 15 | NAD | Nuveen Quality Municipal Income Fund | 株式-その他 | 0.84% | — | -5.23% | |
| 16 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.82% | — | — | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.75% | +1.13% | +32.30% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.73% | — | +1.49% | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 0.70% | — | +33.67% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | -0.43% | -8.14% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | — | +4.30% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.66% | — | +0.98% | |
| 23 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-その他 | 0.66% | — | +0.92% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | -0.09% | -2.06% | |
| 25 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.62% | — | +4.24% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | +16.97% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.61% | -0.19% | +9.67% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.59% | — | -62.36% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | — | +413.92% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.58% | — | +7.50% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.58% | — | -0.72% | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.58% | — | +1.70% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.58% | — | +18.72% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | -0.70% | -27.53% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | +4.26% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | +39.79% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | +3.56% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.53% | — | +44.59% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +8.79% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +1.20% | |
| 41 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.50% | — | +1255.95% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | -0.22% | +10.44% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.50% | — | +24.80% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | +3.00% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.50% | — | +25.42% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.48% | — | -0.50% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.22% | +19.94% | |
| 48 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.47% | — | +1.46% | |
| 49 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.46% | — | -0.31% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | -1.52% |