CIK: 0001723397
申告総資産額
$196.1億
上位200銘柄を表示中（全2765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 | 2.88% | -0.14% | -0.62% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.06% | — | -6.33% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.37% | +1.49% | |
| 4 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.60% | — | +84.52% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.60% | — | +16.06% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.54% | — | +3.00% | |
| 7 | GIS | General Mills INC | 株式-生活必需品 | 1.37% | — | -0.19% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.37% | — | +29.20% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.36% | -0.22% | +4.32% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.27% | — | +15.29% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.13% | +0.05% | +9.66% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.11% | -0.28% | +8.19% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | — | -7.36% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.00% | -0.32% | +5.27% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.00% | — | -9.52% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.14% | +67.84% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | -0.59% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | — | +6.07% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | — | +7.71% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.87% | — | +2.82% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | -0.40% | -9.03% | |
| 22 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.82% | — | -4.21% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | +0.16% | -7.95% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.77% | — | -0.50% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | — | -13.40% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.76% | +0.06% | +14.32% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.73% | — | +0.86% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.72% | — | +1.04% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.72% | — | -0.39% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.69% | — | -1.93% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.69% | — | +32.91% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.69% | — | +3.99% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.67% | — | — | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.67% | — | +10.55% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.66% | — | +50.97% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | +5.50% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.60% | — | +1.56% | |
| 38 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.60% | — | -6.46% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.58% | — | +16.24% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | +0.14% | +16.92% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.56% | — | -13.77% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.56% | — | +4.96% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.55% | — | +310.96% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.54% | — | -10.82% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.53% | — | +4.80% | |
| 46 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.52% | — | +46.89% | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.50% | — | +0.60% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +8.61% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.49% | +0.12% | +8.85% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.49% | -0.09% | +2.96% |