CIK: 0001729428
申告総資産額
$4.0億
上位200銘柄を表示中（全353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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.81% | — | +11.97% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.01% | — | +14.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.55% | — | +9.19% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.47% | — | +10.23% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.44% | — | +10.42% | |
| 6 | PIE | Invesco Dorsey Wright Emergi | ETF-その他 | 1.68% | — | +13.13% | |
| 7 | JKHY | Jack Henry & Associates INC | 株式-IT | 1.67% | — | +7.49% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.58% | — | +14.91% | |
| 9 | PFE | Pfizer INC | 株式-ヘルスケア | 1.58% | — | +8.34% | |
| 10 | BA | Boeing Co/the | 株式-資本財 | 1.56% | — | +9.00% | |
| 11 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 1.55% | — | +8.93% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.51% | +0.40% | +7.76% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.50% | — | +10.67% | |
| 14 | FISV | Fiserv INC | 株式-その他 | 1.49% | — | +9.07% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.48% | — | +9.00% | |
| 16 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.47% | — | +9.32% | |
| 17 | INTC | Intel CORP | 株式-IT | 1.46% | — | +8.11% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.46% | — | +9.07% | |
| 19 | WM | Waste Management INC | 株式-資本財 | 1.44% | — | +8.58% | |
| 20 | SCI | Service CORP International | 株式-一般消費財 | 1.40% | — | +10.49% | |
| 21 | PAYX | Paychex INC | 株式-IT | 1.40% | — | +8.83% | |
| 22 | SNPS | Synopsys INC | 株式-IT | 1.40% | — | +9.43% | |
| 23 | PIZ | Invesco Dorsey Wright Develo | ETF-その他 | 1.37% | — | +10.03% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.37% | — | +10.68% | |
| 25 | XYL | Xylem INC | 株式-資本財 | 1.36% | — | +10.85% | |
| 26 | LNT | Alliant Energy CORP | 株式-公益事業 | 1.35% | — | +9.48% | |
| 27 | ETN | Eaton Corporation plc | 株式-資本財 | 1.35% | — | +8.85% | |
| 28 | RTN1USD | Raytheon Company | 株式-その他 | 1.34% | — | +10.70% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.31% | — | +13.07% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.31% | — | +11.24% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.30% | — | +12.00% | |
| 32 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.30% | — | +8.44% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.30% | +1.19% | NEW | |
| 34 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.27% | — | +10.86% | |
| 35 | ECL | Ecolab INC | 株式-素材 | 1.27% | — | +12.28% | |
| 36 | ED | Consolidated Edison INC | 株式-公益事業 | 1.24% | — | +12.53% | |
| 37 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.23% | — | +11.90% | |
| 38 | T | At&t INC | 株式-通信サービス | 1.22% | — | +18.97% | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 1.21% | — | +12.45% | |
| 40 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.21% | — | +12.01% | |
| 41 | MMM | 3m Co | 株式-資本財 | 1.20% | — | +11.71% | |
| 42 | TMK | Torchmark CORP | 株式-その他 | 1.19% | — | +11.27% | |
| 43 | AFG | American Financial Group INC | 株式-金融 | 1.19% | — | — | |
| 44 | SO | Southern Co/the | 株式-公益事業 | 1.18% | — | +13.32% | |
| 45 | XLF | Ss Financial Select Sector | ETF-その他 | 1.18% | — | +11.47% | |
| 46 | FDX | Fedex CORP | 株式-資本財 | 1.18% | +0.54% | NEW | |
| 47 | PRU | Prudential Financial INC | 株式-金融 | 1.16% | — | +10.50% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 1.15% | -0.90% | +21190.48% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.15% | — | +15.61% | |
| 50 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.08% | — | +14.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +21190.48% | 増加 |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | +0.5% | +222.34% | 増加 |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +100.00% | 増加 |
| 4 | SCI | Service CORP International | +0.1% | +10.49% | 増加 |
| 5 | JKHY | Jack Henry & Associates INC | +0.1% | +7.49% | 増加 |
| 6 | PFE | Pfizer INC | +0.1% | +8.34% | 増加 |
| 7 | XYL | Xylem INC | +0.1% | +10.85% | 増加 |
| 8 | BXUSD | Blackstone Group Lp/the | +0.1% | +8.93% | 増加 |
| 9 | MRK | Merck & Co. INC. | +0.1% | +10.67% | 増加 |
| 10 | LMT | Lockheed Martin CORP | +0.1% | +10.68% | 増加 |
| 11 | TMO | Thermo Fisher Scientific INC | +0.1% | +9.32% | 増加 |
| 12 | SNPS | Synopsys INC | 0% | +9.43% | 増加 |
| 13 | ETN | Eaton Corporation plc | 0% | +8.85% | 増加 |
| 14 | ECL | Ecolab INC | 0% | +12.28% | 増加 |
| 15 | ITA | Ishares U.s. Aerospace & Def | 0% | +10.87% | 増加 |
| 16 | T | At&t INC | 0% | +18.97% | 増加 |
| 17 | V | Visa Inc-class A Shares | — | +9.07% | 増加 |
| 18 | GD | General Dynamics CORP | — | +12.45% | 増加 |
| 19 | TRV | Travelers Cos Inc/the | 0% | +14.75% | 増加 |
| 20 | CB | Chubb Limited | 0% | +15.97% | 増加 |
| 21 | KMB | Kimberly-clark CORP | 0% | +11.90% | 増加 |
| 22 | CAT | Caterpillar INC | 0% | +7.76% | 増加 |
| 23 | FISV | Fiserv INC | 0% | +9.07% | 増加 |
| 24 | PRU | Prudential Financial INC | 0% | +10.50% | 増加 |
| 25 | BA | Boeing Co/the | 0% | +9.00% | 増加 |
| 26 | WM | Waste Management INC | 0% | +8.58% | 増加 |
| 27 | MCD | Mcdonald's CORP | 0% | +12.00% | 増加 |
| 28 | MMM | 3m Co | 0% | +11.71% | 増加 |
| 29 | FDX | Fedex CORP | 0% | +12.37% | 増加 |
| 30 | KO | Coca-cola Co/the | -0.1% | +13.07% | 増加 |
| 31 | RTN1USD | Raytheon Company | -0.1% | +10.70% | 増加 |
| 32 | UNH | Unitedhealth Group INC | -0.1% | +9.00% | 増加 |
| 33 | HD | Home Depot INC | -0.1% | +11.24% | 増加 |
| 34 | RSPT | Invesco S&p 500 Equal Weight | -0.1% | +10.86% | 増加 |
| 35 | PAYX | Paychex INC | -0.1% | +8.83% | 増加 |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +9.19% | 増加 |
| 37 | RSP | Invesco S&p 500 Equal Weight | -0.2% | +10.23% | 増加 |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | -0.2% | +10.42% | 増加 |
| 39 | ITOT | Ishares Core S&p Total U.s. | -0.3% | +11.97% | 増加 |
| 40 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | +14.18% | 増加 |
| 41 | AFG | American Financial Group INC | — | NEW | 新規購入 |
| 42 | ✓ | American Finl Group INC Ohio | — | EXIT | 全売却 |
| 43 | TCPC 4.625 03-01-22 | Blackrock Tcp Cap CORP | — | NEW | 新規購入 |
| 44 | ✓ | Tcp Cap CORP | — | EXIT | 全売却 |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | 新規購入 |
| 46 | VGSH | Vanguard Short-term Treasury | — | NEW | 新規購入 |
| 47 | SLQD | Ishares 0-5 Yr Inv Grd CORP | — | NEW | 新規購入 |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | 新規購入 |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | 新規購入 |
| 50 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新規購入 |