CIK: 0000913760
申告総資産額
$18.6億
上位200銘柄を表示中（全255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 | 2.91% | -0.34% | +12.02% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.11% | -0.45% | +10.05% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.76% | — | -54.08% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 1.61% | — | +22.27% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.56% | — | +7.58% | |
| 6 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.54% | -0.12% | +55.35% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.41% | -0.17% | -68.96% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.26% | -0.58% | +1.87% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.25% | — | +9.78% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.21% | — | +22.52% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.13% | — | +10.04% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | -0.14% | +18.49% | |
| 13 | T | At&t INC | 株式-通信サービス | 1.02% | — | +5.18% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.01% | — | +0.12% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.97% | -0.44% | -12.39% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.97% | — | +19.53% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.95% | — | +46.95% | |
| 18 | BX | Blackstone INC | 株式-金融 | 0.95% | — | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.91% | -0.55% | +11.06% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.89% | — | -17.56% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.89% | — | +5.81% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.87% | — | +7.80% | |
| 23 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.86% | — | -3.62% | |
| 24 | ARKK | Ark Innovation ETF | ETF-その他 | 0.86% | — | +18.38% | |
| 25 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.86% | — | +0.31% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | +1.97% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.82% | — | +3.63% | |
| 28 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.80% | — | +15.90% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.77% | — | +2.79% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.75% | — | +9.25% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.74% | — | -5.83% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | — | +31.06% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | — | +32.67% | |
| 34 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-その他 | 0.71% | — | -21.60% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.70% | — | +38.57% | |
| 36 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.70% | — | +5.32% | |
| 37 | CDL | Victoryshares US Large Cap H | ETF-大型株・グロース | 0.70% | — | +79.80% | |
| 38 | FBMSUSD | First Bancshares Inc/ms | 株式-その他 | 0.69% | — | -39.34% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.68% | -0.65% | +0.27% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | -0.37% | -20.93% | |
| 41 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.67% | — | +5.96% | |
| 42 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.66% | — | -13.32% | |
| 43 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.66% | — | +6.68% | |
| 44 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.64% | — | -2.58% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.63% | — | +82.22% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.62% | — | -3.16% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | +21.62% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.61% | -0.19% | -16.35% | |
| 49 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.60% | — | +2.67% | |
| 50 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.59% | — | +17.78% |