CIK: 0001723397
申告総資産額
$196.1億
上位200銘柄を表示中（全2789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 | 3.09% | -0.14% | +3.50% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.01% | — | +15.60% | |
| 3 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.96% | — | +31.41% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.37% | +6.81% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.67% | — | +12.44% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.56% | — | +19.57% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.52% | — | +5.52% | |
| 8 | GIS | General Mills INC | 株式-生活必需品 | 1.32% | — | -0.24% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | -0.22% | -0.75% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.10% | +0.05% | +5.43% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | — | +3.31% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.09% | -0.28% | +5.16% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.02% | -0.32% | +9.84% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.01% | — | -13.20% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | — | +1.36% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | — | +14.01% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | — | +3.93% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.87% | — | +6.93% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.14% | +7.26% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.86% | — | +5.44% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.79% | — | -0.96% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | — | +20.77% | |
| 23 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.77% | — | +6.06% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | +0.06% | +4.23% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.40% | +6.08% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | — | +9.64% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.72% | — | +3.22% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.70% | — | +0.98% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.69% | — | +2.92% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.66% | — | +6.70% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.65% | — | +4.07% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.64% | — | +0.30% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | — | +5.09% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.16% | -12.84% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | +3.15% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | — | -5.29% | |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.58% | — | +7.80% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.58% | — | +13.68% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.57% | — | +12.41% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.57% | — | +12.39% | |
| 41 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.57% | — | +1.33% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | +0.14% | +5.62% | |
| 43 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.52% | — | +298.32% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.51% | — | +8.79% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.50% | — | +2.45% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | +0.12% | +2.98% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.49% | — | -0.55% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | +96.06% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.48% | — | +33.24% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | +0.04% | +5.72% |