CIK: 0001744348
申告総資産額
$5.1億
上位200銘柄を表示中（全216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 | 3.19% | — | -0.90% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.08% | -0.05% | -1.48% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.97% | — | +10.24% | |
| 4 | PFE | Pfizer INC | 株式-ヘルスケア | 1.88% | — | -0.97% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.85% | -0.04% | +0.37% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.59% | — | -9.52% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.50% | — | -4.42% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | -0.05% | +2.36% | |
| 9 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.34% | — | -0.12% | |
| 10 | TYL | Tyler Technologies INC | 株式-IT | 1.34% | — | — | |
| 11 | CAG | Conagra Brands INC | 株式-生活必需品 | 1.31% | — | +1.29% | |
| 12 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 1.28% | — | +1.29% | |
| 13 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.27% | -0.71% | +9.49% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.26% | — | -3.50% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.23% | -0.32% | +0.07% | |
| 16 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.17% | — | +93.62% | |
| 17 | WM | Waste Management INC | 株式-資本財 | 1.17% | — | -1.11% | |
| 18 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 1.16% | — | -0.95% | |
| 19 | GLW | Corning INC | 株式-IT | 1.16% | +1.42% | +1.15% | |
| 20 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.16% | — | -0.64% | |
| 21 | DVYA | Ishares Asia/pacific Dividen | ETF-その他 | 1.15% | — | -1.48% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.15% | -0.01% | +1.46% | |
| 23 | MRNA | Moderna INC | 株式-ヘルスケア | 1.12% | — | +1.72% | |
| 24 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 1.12% | — | -1.65% | |
| 25 | UL | Unilever PLC | 株式-生活必需品 | 1.11% | — | -0.85% | |
| 26 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.07% | — | -0.80% | |
| 27 | KIM | Kimco Realty CORP | 株式-不動産 | 1.02% | — | +1.80% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 1.02% | -0.56% | EXIT | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.00% | +0.29% | +2.16% | |
| 30 | MTB | M & T Bank CORP | 株式-金融 | 0.99% | — | -9.07% | |
| 31 | RYN | Rayonier INC | 株式-不動産 | 0.96% | — | +0.16% | |
| 32 | IFGL | Ishares International Develo | ETF-その他 | 0.95% | — | -1.14% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.94% | — | -7.59% | |
| 34 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.92% | — | +78.59% | |
| 35 | AWK | American Water Works Co INC | 株式-公益事業 | 0.86% | — | -1.32% | |
| 36 | DSTL | Distillate US Fundamental St | ETF-その他 | 0.86% | — | +49.42% | |
| 37 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.85% | -0.01% | +1.99% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +49.45% | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.82% | — | +43.38% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.81% | +0.36% | -0.14% | |
| 41 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.80% | — | — | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.76% | — | +22.80% | |
| 43 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.76% | -0.29% | +3.98% | |
| 44 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.75% | — | -1.15% | |
| 45 | ✓ | Macquarie / First Tr Global | 株式-その他 | 0.74% | — | -1.48% | |
| 46 | STX | Seagate Technology Holdings plc | 株式-IT | 0.73% | +2.88% | +6.33% | |
| 47 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.71% | — | -0.06% | |
| 48 | IP | International Paper Co | 株式-一般消費財 | 0.71% | — | -0.01% | |
| 49 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.68% | — | -1.63% | |
| 50 | MET | Metlife INC | 株式-金融 | 0.68% | — | +3.90% |