CIK: 0001694435
申告総資産額
$19.8億
上位200銘柄を表示中（全309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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.42% | — | +2.81% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.46% | +0.26% | +1.52% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.29% | — | +26.04% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.13% | -0.62% | +27.07% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.98% | — | +0.64% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.68% | +0.61% | +2.38% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.58% | — | +28.46% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.40% | — | +9.14% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.35% | — | +0.07% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.34% | — | +14.85% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.28% | — | +7.98% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.26% | +0.40% | +10.11% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.20% | — | -4.28% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.14% | — | +8.02% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.08% | — | +0.01% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | — | +8.22% | |
| 17 | BR | Broadridge Financial Solutio | 株式-IT | 1.06% | — | -7.25% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 1.03% | — | +1.08% | |
| 19 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.02% | — | +2.91% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | -0.32% | EXIT | |
| 21 | PNQI | Invesco Nasdaq Internet ETF | ETF-テック型 | 1.00% | — | +1.61% | |
| 22 | ACN | Accenture plc | 株式-IT | 0.97% | — | +3.12% | |
| 23 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.95% | — | -0.36% | |
| 24 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 0.94% | — | -0.32% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.92% | -0.33% | +22.95% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.91% | — | -2.46% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.89% | — | +2.19% | |
| 28 | ROP | Roper Technologies INC | 株式-IT | 0.88% | — | +0.40% | |
| 29 | AKX | Ansys INC | 株式-その他 | 0.80% | — | +1.46% | |
| 30 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 0.75% | — | — | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | +22.46% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | — | +3.25% | |
| 33 | PSCH | Invesco S&p Smallcap Health | ETF-その他 | 0.72% | — | +9.91% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.69% | — | +0.24% | |
| 35 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.67% | — | +12.75% | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.65% | — | -3.33% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.64% | -0.17% | EXIT | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.62% | — | -3.50% | |
| 39 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.61% | — | -0.06% | |
| 40 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.59% | — | +7.44% | |
| 41 | FISV | Fiserv INC | 株式-その他 | 0.59% | — | +1.83% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +13.99% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.54% | — | +24.95% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +14.12% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | +14.15% | |
| 46 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.51% | — | +23.45% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.51% | -0.24% | -3.14% | |
| 48 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.51% | — | +5.87% | |
| 49 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.51% | — | +24.02% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.50% | +0.24% | +18.77% |