CIK: 0001649910
申告総資産額
$7.7億
上位83銘柄を表示中（全283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 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.03% | — | — | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 0.03% | — | -0.92% | |
| 3 | LNC | Lincoln National CORP | 株式-金融 | 0.03% | — | -0.57% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.03% | — | -24.60% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.03% | — | -48.25% | |
| 6 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.03% | — | -12.24% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.03% | — | +0.16% | |
| 8 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.03% | — | -0.97% | |
| 9 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.03% | — | — | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 0.03% | — | -17.22% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.03% | — | — | |
| 12 | MS | Morgan Stanley | 株式-金融 | 0.03% | — | +0.67% | |
| 13 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.03% | — | +7.75% | |
| 14 | GAL | Ss Global Allocation ETF | ETF-その他 | 0.03% | — | — | |
| 15 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.03% | — | +4.09% | |
| 16 | AMG | Affiliated Managers Group | 株式-金融 | 0.03% | — | — | |
| 17 | XAODX | Abrdn Total Dynamic Dividend | 株式-その他 | 0.02% | — | +0.53% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 0.02% | — | -0.14% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.02% | — | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.02% | — | — | |
| 21 | NSTS | Nsts Bancorp INC | 株式-その他 | 0.02% | — | — | |
| 22 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.02% | — | +0.01% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 0.02% | — | -3.58% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.02% | — | — | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 0.02% | — | +0.07% | |
| 26 | FISV | Fiserv INC | 株式-その他 | 0.02% | — | — | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.02% | — | — | |
| 28 | ADBE | Adobe INC | 株式-IT | 0.02% | — | -6.61% | |
| 29 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.02% | — | — | |
| 30 | SO | Southern Co/the | 株式-公益事業 | 0.02% | — | — | |
| 31 | PMO | Putnam Municipal Oppor | 株式-その他 | 0.02% | — | — | |
| 32 | TXN | Texas Instruments INC | 株式-IT | 0.02% | — | — | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.02% | — | — | |
| 34 | DOCU | Docusign INC | 株式-IT | 0.02% | — | +0.34% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.02% | — | -4.92% | |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.02% | — | — | |
| 37 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.02% | — | — | |
| 38 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.02% | — | — | |
| 39 | UBER | Uber Technologies INC | 株式-資本財 | 0.02% | — | — | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.02% | — | +0.52% | |
| 41 | OKE | Oneok INC | 株式-エネルギー | 0.02% | — | — | |
| 42 | DIG | Proshares Ultra Energy | ETF-その他 | 0.02% | — | — | |
| 43 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.02% | — | — | |
| 44 | OIH | Vaneck Oil Services ETF | ETF-その他 | 0.02% | — | — | |
| 45 | GE | General Electric | 株式-資本財 | 0.02% | — | — | |
| 46 | SBSI | Southside Bancshares INC | 株式-その他 | 0.02% | — | — | |
| 47 | MCO | Moody's CORP | 株式-金融 | 0.02% | — | +0.77% | |
| 48 | ECF | Ellsworth Growth And Income | 株式-その他 | 0.02% | — | — | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.02% | — | — | |
| 50 | LRCXEUR | Lam Research CORP | 株式-IT | 0.02% | — | — |