CIK: 0001723397
申告総資産額
$196.1億
上位200銘柄を表示中（全2660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 | AAPL | Apple INC | 株式-IT | 3.76% | -0.14% | +7.88% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.05% | -0.22% | +6.63% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.58% | — | +5.71% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.77% | -0.37% | +11.65% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.42% | — | +0.58% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.40% | — | +6.37% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.37% | — | +12.85% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | — | +5.42% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.20% | +0.05% | +3.18% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.06% | — | +4104.11% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.04% | — | +233.65% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | — | +19.12% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.04% | — | +73.12% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.03% | — | +19.97% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | -0.40% | +16.57% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.91% | — | +12.29% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.89% | -0.32% | +13.89% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | +0.16% | +5.62% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.86% | — | +6412.50% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | +68.64% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.73% | — | +27.29% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | +19.23% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.68% | — | — | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.67% | — | +3.86% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.66% | — | -29.09% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.14% | +15.18% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.59% | — | +23.40% | |
| 28 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.58% | — | +25.53% | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 0.57% | — | +53.47% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | +36.47% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +14.95% | |
| 32 | UTXZ | United Tech CORP | 株式-その他 | 0.54% | — | -1.88% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.53% | — | +9.28% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | +7.38% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | +24.40% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | — | +42.08% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | +0.14% | +20.37% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | +0.06% | +29.72% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.50% | — | +0.50% | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.50% | — | +271.88% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | — | +16.94% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.50% | — | +10.60% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | -0.09% | +6.28% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.49% | — | -28.53% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | — | +13.83% | |
| 46 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 0.47% | — | +88.34% | |
| 47 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.47% | — | +8.23% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.46% | — | -18.76% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | — | +2.21% | |
| 50 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.46% | — | +36.76% |