CIK: 0001697274
申告総資産額
$4.5億
上位200銘柄を表示中（全436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 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 4.39% | — | +6.03% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.54% | +0.53% | -2.07% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.44% | -0.81% | -1.75% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 3.23% | — | — | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.92% | — | -0.59% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.21% | — | +144.36% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.18% | — | -1.47% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.04% | -0.19% | -1.13% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.64% | — | +7.35% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.54% | -0.91% | +164.18% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.41% | +0.25% | -2.14% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.24% | — | +12849.33% | |
| 13 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 1.22% | — | +2.35% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | — | -1.02% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.18% | — | -1.64% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | -0.23% | -0.37% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | — | -2.70% | |
| 18 | SON | Sonoco Products Co | 株式-一般消費財 | 1.00% | — | — | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.93% | — | -3.91% | |
| 20 | EOG | Eog Resources INC | 株式-エネルギー | 0.91% | — | -2.41% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | -1.02% | |
| 22 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.88% | -0.21% | -1.92% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.87% | — | -0.32% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.86% | +0.14% | -1.32% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.85% | — | -4.86% | |
| 26 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.83% | — | -0.70% | |
| 27 | NFLX | Netflix INC | 株式-通信サービス | 0.82% | — | +32.67% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.81% | — | -0.75% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | -0.16% | +0.06% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | -2.19% | +9.91% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.76% | — | +20.53% | |
| 32 | DE | Deere & Co | 株式-資本財 | 0.75% | — | +0.08% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.74% | — | -1.52% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.73% | — | -0.58% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.71% | — | -4.49% | |
| 36 | DVN | Devon Energy CORP | 株式-エネルギー | 0.71% | — | -3.92% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.71% | — | -0.37% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.71% | — | -28.91% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.69% | — | -14.08% | |
| 40 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-その他 | 0.66% | — | +0.75% | |
| 41 | SLB | Slb LTD | 株式-エネルギー | 0.64% | — | -23.83% | |
| 42 | AMAT | Applied Materials INC | 株式-IT | 0.64% | +0.22% | +0.11% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.63% | — | -10.06% | |
| 44 | AXP | American Express Co | 株式-金融 | 0.61% | — | +1.26% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | -2.85% | |
| 46 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.57% | +0.15% | NEW | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.57% | — | -3.24% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.56% | — | +0.79% | |
| 49 | TGT | Target CORP | 株式-一般消費財 | 0.56% | — | +0.49% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | — | -4.98% |