CIK: 0001574010
申告総資産額
$2.7億
上位200銘柄を表示中（全299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 | 29.99% | +0.25% | +0.35% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 12.10% | +0.78% | -0.34% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 10.15% | -1.16% | -0.84% | |
| 4 | IAU | Ishares Gold Trust | ETF-コモディティ | 6.89% | +0.20% | +1.09% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.01% | -0.33% | +1.96% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.76% | -0.45% | +0.94% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.59% | — | +1.95% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.81% | — | -0.46% | |
| 9 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 2.19% | -0.03% | -5.67% | |
| 10 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 1.91% | — | -5.84% | |
| 11 | XLE | Ss Energy Select Sector | ETF-その他 | 1.59% | -0.50% | +7.57% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.28% | — | -1.91% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.92% | -0.04% | -3.70% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.84% | +0.02% | -14.52% | |
| 15 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 0.72% | — | +82.79% | |
| 16 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 0.67% | +0.03% | — | |
| 17 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.66% | — | -4.40% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | +0.98% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.61% | +0.02% | +21.57% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.61% | -0.02% | -3.81% | |
| 21 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.55% | -0.15% | +0.01% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.53% | +0.02% | -3.32% | |
| 23 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.52% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.38% | +0.08% | — | |
| 25 | AAPL | Apple INC | 株式-IT | 0.33% | -0.01% | -10.40% | |
| 26 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.28% | — | +16.73% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.27% | — | -0.56% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.23% | -0.36% | — | |
| 29 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.22% | — | — | |
| 30 | PRU | Prudential Financial INC | 株式-金融 | 0.22% | — | +3.54% | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.21% | — | +3.48% | |
| 32 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.17% | — | +13.77% | |
| 33 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 0.17% | — | — | |
| 34 | AEE | Ameren Corporation | 株式-公益事業 | 0.16% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | — | -1.25% | |
| 36 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.15% | — | +92.87% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.14% | +0.01% | — | |
| 38 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.14% | — | -6.45% | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.12% | — | — | |
| 40 | T | At&t INC | 株式-通信サービス | 0.12% | — | — | |
| 41 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.11% | — | — | |
| 42 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.11% | +0.01% | +38.46% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.10% | — | +16.91% | |
| 44 | PPL | Ppl CORP | 株式-公益事業 | 0.10% | — | — | |
| 45 | BMI | Badger Meter INC | 株式-IT | 0.10% | — | — | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.10% | — | +30.77% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.09% | — | — | |
| 48 | NEM | Newmont CORP | 株式-素材 | 0.08% | — | — | |
| 49 | TROW | T Rowe Price Group INC | 株式-金融 | 0.08% | — | — | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.08% | — | — |