CIK: 0001728321
申告総資産額
$18.7億
上位200銘柄を表示中（全542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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.06% | +0.13% | +10.68% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.60% | -0.41% | -9.28% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.78% | -0.02% | -0.53% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.41% | — | -4.09% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.32% | -0.18% | -2.86% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.21% | -0.44% | -10.36% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.04% | — | -0.44% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.88% | -1.06% | -7.44% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.27% | +0.22% | +13.84% | |
| 10 | IBOC | International Bancshares Crp | 株式-その他 | 1.20% | — | -0.56% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.95% | — | -0.49% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | — | -5.47% | |
| 13 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.87% | — | +15.13% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 0.84% | — | +13.73% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.83% | +0.54% | +1.25% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | -0.43% | -3.44% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | -0.55% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.71% | — | -2.52% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.68% | — | -1.43% | |
| 20 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.68% | — | -3.90% | |
| 21 | ✓ | iShares Core MSCI World UCITS ETF (Acc) | ETF-その他 | 0.62% | — | — | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.61% | — | +3.75% | |
| 23 | CAMPEUR | Calamp CORP | 株式-その他 | 0.60% | — | +16.33% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.60% | — | -5.77% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 0.58% | — | +21.11% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | -13.66% | |
| 27 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.57% | — | -3.18% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.55% | — | -5.56% | |
| 29 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.54% | — | -3.31% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.54% | — | +13.86% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.54% | +1.13% | -0.75% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.53% | — | -2.27% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.51% | — | +0.26% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.51% | — | -8.01% | |
| 35 | RWM | Proshares Short Russell2000 | ETF-その他 | 0.51% | — | -33.48% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | -0.22% | -3.50% | |
| 37 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.50% | — | +36.11% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | -0.29% | +33.69% | |
| 39 | UIS | Unisys CORP | 株式-その他 | 0.47% | — | +151.54% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | -10.90% | |
| 41 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.45% | — | -2.82% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | -0.09% | -0.31% | |
| 43 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.44% | — | -1.22% | |
| 44 | FUMB | First Trust Ultra Short Dur | ETF-その他 | 0.44% | — | -14.12% | |
| 45 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.43% | — | +1.41% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.43% | — | +10.43% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | +1.74% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.41% | -0.66% | -14.37% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +10.85% | |
| 50 | ARAY | Accuray INC | 株式-その他 | 0.38% | — | -3.65% |