CIK: 0001690370
申告総資産額
$102.3億
上位200銘柄を表示中（全1087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 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.08% | — | +4.13% | |
| 2 | RJF | Raymond James Financial INC | 株式-金融 | 0.08% | — | -9.42% | |
| 3 | DFAT | Dimensional US Target Value | ETF-その他 | 0.08% | — | +28.55% | |
| 4 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.08% | — | -4.06% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.08% | — | +4.29% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.08% | — | -2.26% | |
| 7 | NMZ | Nuveen Muni Hi INC Opport | 株式-その他 | 0.08% | — | +4.37% | |
| 8 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.07% | — | +1.90% | |
| 9 | PSX | Phillips 66 | 株式-エネルギー | 0.07% | — | +2.56% | |
| 10 | GE | General Electric | 株式-資本財 | 0.07% | — | -17.58% | |
| 11 | DUK | Duke Energy CORP | 株式-公益事業 | 0.07% | — | -2.79% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 0.07% | — | +2.07% | |
| 13 | ASML | ASML Holding N.V. | 株式-IT | 0.07% | — | -38.66% | |
| 14 | CP | Canadian Pacific Kansas City | 株式-資本財 | 0.07% | — | -3.08% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.07% | — | +10.64% | |
| 16 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.07% | — | +4.94% | |
| 17 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.07% | — | +2.27% | |
| 18 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.06% | — | -1.30% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.06% | — | +9.46% | |
| 20 | BX | Blackstone INC | 株式-金融 | 0.06% | — | -8.87% | |
| 21 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.06% | — | +0.46% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 0.06% | — | +2.51% | |
| 23 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.06% | — | +14.80% | |
| 24 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.06% | — | +1.09% | |
| 25 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 0.06% | — | +465.61% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.06% | — | -12.52% | |
| 27 | MTN | Vail Resorts INC | 株式-一般消費財 | 0.06% | — | +0.25% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.06% | — | -29.69% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.06% | — | -4.80% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.06% | — | +30.76% | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.06% | — | -5.62% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.06% | — | +24.24% | |
| 33 | WK | Workiva INC | 株式-IT | 0.06% | — | -6.93% | |
| 34 | EMR | Emerson Electric Co | 株式-資本財 | 0.06% | — | -0.71% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.05% | — | +3.54% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.05% | +0.07% | -5.55% | |
| 37 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.05% | — | +1.42% | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.05% | — | -80.39% | |
| 39 | DGCB | Dimensional Global Credit | ETF-その他 | 0.05% | — | — | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.05% | — | +71.81% | |
| 41 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.05% | — | -15.81% | |
| 42 | STLA | Stellantis N.V. | 株式-一般消費財 | 0.05% | — | -0.21% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.05% | +0.12% | +3.75% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.05% | — | -1.99% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.05% | — | -9.62% | |
| 46 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.05% | — | +17.16% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.05% | — | -1.82% | |
| 48 | UBER | Uber Technologies INC | 株式-資本財 | 0.05% | — | -4.00% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.05% | — | +6.72% | |
| 50 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.05% | — | +12.33% |