CIK: 0001744348
申告総資産額
$5.1億
上位200銘柄を表示中（全226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 | MSFT | Microsoft CORP | 株式-IT | 3.77% | — | -0.91% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.63% | -0.05% | -0.15% | |
| 3 | TYL | Tyler Technologies INC | 株式-IT | 1.92% | — | — | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.85% | — | -10.28% | |
| 5 | PFE | Pfizer INC | 株式-ヘルスケア | 1.73% | — | -2.12% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.71% | -0.04% | +11.49% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.62% | — | +6.81% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.54% | — | -2.17% | |
| 9 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 1.45% | — | -1.60% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.38% | — | +88.80% | |
| 11 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 1.35% | — | +1.29% | |
| 12 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.30% | — | -0.36% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.26% | — | -0.94% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | -0.05% | +0.10% | |
| 15 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 1.19% | — | +0.69% | |
| 16 | GLW | Corning INC | 株式-IT | 1.16% | +1.42% | -1.36% | |
| 17 | DVYA | Ishares Asia/pacific Dividen | ETF-その他 | 1.15% | — | +1.46% | |
| 18 | PBCTEUR | People's United Financial | 株式-その他 | 1.13% | — | -1.45% | |
| 19 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.11% | — | -0.25% | |
| 20 | RYN | Rayonier INC | 株式-不動産 | 1.11% | — | -0.29% | |
| 21 | WM | Waste Management INC | 株式-資本財 | 1.10% | — | -2.20% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.10% | — | -0.87% | |
| 23 | IFGL | Ishares International Develo | ETF-その他 | 1.08% | — | +1.07% | |
| 24 | INTC | Intel CORP | 株式-IT | 1.08% | +1.59% | -1.71% | |
| 25 | KIM | Kimco Realty CORP | 株式-不動産 | 1.04% | — | +1.63% | |
| 26 | CAG | Conagra Brands INC | 株式-生活必需品 | 1.04% | — | -0.03% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | +0.29% | +0.36% | |
| 28 | STX | Seagate Technology Holdings plc | 株式-IT | 1.02% | +2.88% | -0.42% | |
| 29 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.00% | — | -0.32% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.93% | -0.01% | -3.93% | |
| 31 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.92% | -0.71% | +51.97% | |
| 32 | UL | Unilever PLC | 株式-生活必需品 | 0.90% | — | +1.05% | |
| 33 | AWK | American Water Works Co INC | 株式-公益事業 | 0.89% | — | -1.42% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.88% | — | -1.31% | |
| 35 | ✓ | Macquarie / First Tr Global | 株式-その他 | 0.87% | — | -0.88% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.86% | -0.56% | EXIT | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | -0.32% | +0.37% | |
| 38 | IP | International Paper Co | 株式-一般消費財 | 0.85% | — | +2.43% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.84% | — | -9.25% | |
| 40 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.81% | -0.01% | +0.60% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | +0.12% | -0.59% | |
| 42 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.79% | -0.29% | +1.02% | |
| 43 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.78% | — | +0.68% | |
| 44 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.74% | — | -5.19% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | — | -0.97% | |
| 46 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.72% | — | -10.19% | |
| 47 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.69% | — | -1.40% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.68% | +0.36% | -0.35% | |
| 49 | MRNA | Moderna INC | 株式-ヘルスケア | 0.65% | — | +3.87% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.63% | -0.01% | +6.23% |