CIK: 0001777817
申告総資産額
$7.1億
上位200銘柄を表示中（全377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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 7.22% | — | +1.92% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 7.02% | -0.42% | +2.61% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 6.67% | -0.72% | +4.77% | |
| 4 | JSMD | Janus Small Mid Cap Gr Alp | ETF-その他 | 5.63% | — | +377.11% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.59% | +0.71% | +9.14% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-その他 | 4.34% | — | -2.64% | |
| 7 | VNLA | Janus Henderson Short Durati | ETF-その他 | 3.27% | -0.21% | -1.13% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.02% | -0.44% | +18.44% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.02% | — | +7.07% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.70% | +0.03% | +0.21% | |
| 11 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 1.60% | +0.06% | +0.68% | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.60% | — | +4.89% | |
| 13 | AMAT | Applied Materials INC | 株式-IT | 1.56% | +0.28% | +1.38% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.54% | -0.41% | +1.69% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.52% | — | +1.17% | |
| 16 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.30% | +0.14% | +0.84% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.27% | — | +5.36% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.20% | +0.12% | +4.99% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.12% | — | -0.63% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | -0.10% | +5.68% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.01% | — | +4.67% | |
| 22 | ADI | Analog Devices INC | 株式-IT | 0.92% | +0.10% | +4.45% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.90% | — | +5.87% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.89% | — | +8.93% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.88% | -0.20% | +3.10% | |
| 26 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.87% | — | +5.87% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.86% | — | +2.54% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.86% | — | +6.09% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.85% | — | +4.93% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.83% | +0.11% | +6.46% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | — | +9.31% | |
| 32 | GD | General Dynamics CORP | 株式-資本財 | 0.81% | — | +6.89% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.81% | +0.22% | -1.16% | |
| 34 | SYK | Stryker CORP | 株式-ヘルスケア | 0.81% | — | +6.64% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.79% | — | +7.00% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | — | +6.08% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | +0.09% | +9.71% | |
| 38 | CMA | Comerica INC | 株式-その他 | 0.75% | — | +0.29% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | — | +0.63% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | +0.10% | +0.76% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | +0.96% | |
| 42 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.66% | — | -2.08% | |
| 43 | BIIB | Biogen INC | 株式-ヘルスケア | 0.65% | — | +11.58% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | +0.06% | +0.94% | |
| 45 | SYY | Sysco CORP | 株式-生活必需品 | 0.60% | — | +0.27% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | +0.09% | -1.29% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | +1.02% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | +0.55% | |
| 49 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.58% | — | -86.56% | |
| 50 | PFG | Principal Financial Group | 株式-金融 | 0.56% | — | +0.33% |