CIK: 0001762342
申告総資産額
$7.8億
上位200銘柄を表示中(全266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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.41% | — | +5.34% | |
| 2 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 5.35% | — | +0.13% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.20% | — | +5.31% | |
| 4 | MCD | Mcdonald's CORP | 株式-一般消費財 | 3.41% | — | +0.63% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-その他 | 3.20% | — | +4.94% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.71% | — | +3.49% | |
| 7 | FMB | First Trust Managed Municipa | ETF-その他 | 2.14% | — | +6.26% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.11% | — | -0.35% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.11% | — | +6.65% | |
| 10 | TBX | Proshares Short 7-10 Yr Tsy | ETF-その他 | 2.06% | — | +4.98% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.70% | — | +0.19% | |
| 12 | ACN | Accenture plc | 株式-IT | 1.31% | — | +0.23% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.26% | — | +1.72% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.25% | — | +1.78% | |
| 15 | TXN | Texas Instruments INC | 株式-IT | 1.10% | — | +2.20% | |
| 16 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.10% | — | +3.49% | |
| 17 | AMT | American Tower CORP | 株式-不動産 | 1.08% | — | +0.69% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.07% | — | +5.56% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | — | +5.14% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | — | +0.65% | |
| 21 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.96% | — | +5.58% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.86% | — | +2.12% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.86% | — | +1.90% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | — | +1.33% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | +13.86% | |
| 26 | GNRC | Generac Holdings INC | 株式-資本財 | 0.79% | — | +2.23% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.77% | — | +2.01% | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 0.76% | — | +5.38% | |
| 29 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.76% | — | +3.26% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | — | +7.25% | |
| 31 | SYK | Stryker CORP | 株式-ヘルスケア | 0.75% | — | +1.82% | |
| 32 | DG | Dollar General CORP | 株式-生活必需品 | 0.74% | — | +2.86% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.72% | — | +3.84% | |
| 34 | RMD | Resmed INC | 株式-ヘルスケア | 0.72% | — | +2.41% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | — | +3.08% | |
| 36 | BLKCHF | Blackrock INC | 株式-その他 | 0.68% | — | +0.20% | |
| 37 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.67% | — | +2.02% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.64% | — | +1.84% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.64% | — | +3.80% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.64% | — | +4.71% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.61% | — | +1.93% | |
| 42 | ECL | Ecolab INC | 株式-素材 | 0.61% | — | +4.36% | |
| 43 | NCLH | Norwegian Cruise Line Holdings Ltd. | 株式-一般消費財 | 0.61% | — | +2.52% | |
| 44 | CRL | Charles River Laboratories | 株式-ヘルスケア | 0.61% | — | +2.27% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.60% | — | +1.35% | |
| 46 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.58% | — | — | |
| 47 | WMS | Advanced Drainage Systems In | 株式-資本財 | 0.57% | — | +2.33% | |
| 48 | BURL | Burlington Stores INC | 株式-一般消費財 | 0.55% | — | +2.08% | |
| 49 | ICE | Intercontinental Exchange In | 株式-金融 | 0.54% | — | +2.36% | |
| 50 | SIGI | Selective Insurance Group | 株式-金融 | 0.53% | — | +3.69% |