CIK: 0000913760
申告総資産額
$18.6億
上位200銘柄を表示中（全226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 | 2.56% | -0.34% | -2.65% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.20% | -0.45% | +10.57% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.61% | -0.17% | +19.63% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.51% | -0.58% | +3.55% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.49% | — | +34.91% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.47% | — | +25.81% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.45% | — | +7.43% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.38% | — | +32.34% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.32% | — | +11.31% | |
| 10 | FBMSUSD | First Bancshares Inc/ms | 株式-その他 | 1.29% | — | — | |
| 11 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 1.29% | — | -0.97% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.17% | — | +76.97% | |
| 13 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-その他 | 1.09% | — | +5.92% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.04% | — | +50.88% | |
| 15 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.02% | — | +9.27% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | -3.21% | |
| 17 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.99% | — | +10.14% | |
| 18 | NFLX | Netflix INC | 株式-通信サービス | 0.99% | — | +2.94% | |
| 19 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.98% | — | -0.73% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.94% | — | +14.12% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.92% | — | +51.65% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.92% | -0.14% | +10.40% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.89% | — | +10.58% | |
| 24 | CSB | VictoryShares US Small Cap High Div Volatility Wtd ETF | ETF-中小型株 | 0.88% | — | +2.31% | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.88% | -0.19% | +3.58% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | — | +33.36% | |
| 27 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.86% | — | +6.75% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | -0.44% | +7.48% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.82% | — | +10.63% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.81% | -0.37% | +14.71% | |
| 31 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.81% | — | +87.13% | |
| 32 | XYZ | Block INC | 株式-金融 | 0.81% | — | +22.27% | |
| 33 | ARKK | Ark Innovation ETF | ETF-その他 | 0.80% | — | +4.96% | |
| 34 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.79% | — | -3.98% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.76% | +0.36% | +58.34% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.73% | — | +63.45% | |
| 37 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.72% | — | -9.80% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.72% | — | +12.54% | |
| 39 | XLF | Ss Financial Select Sector | ETF-その他 | 0.71% | — | +30.46% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.71% | — | +23.50% | |
| 41 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.71% | — | +4.52% | |
| 42 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.70% | — | -1.91% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.69% | -0.55% | +12.05% | |
| 44 | FTA | First Trust L C Val Alp | ETF-その他 | 0.64% | — | -9.38% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +3.78% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.61% | — | +21.06% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | +14.25% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +2.76% | |
| 49 | ✓ | ETF Ser Solutions | 株式-その他 | 0.60% | — | +24.70% | |
| 50 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.59% | -0.12% | -38.84% |