CIK: 0001720777
申告総資産額
$14.4億
上位200銘柄を表示中（全816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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.19% | — | +894.83% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.55% | -0.13% | +15.65% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.43% | — | +50.96% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 2.06% | — | +243.02% | |
| 5 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 1.94% | — | +23201.95% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.78% | — | -48.93% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.65% | — | -21.93% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | — | +1278.49% | |
| 9 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 1.44% | — | +44.94% | |
| 10 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.41% | — | — | |
| 11 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.37% | — | -20.16% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.32% | — | -3.26% | |
| 13 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 1.31% | — | — | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.31% | — | +5.03% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.30% | — | +1002.48% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.27% | — | — | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.22% | — | +2261.90% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.20% | — | +150.09% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.15% | — | +6644.61% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.12% | — | +0.37% | |
| 21 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.12% | — | +18834.63% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.11% | — | -3.38% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | — | +2.09% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.00% | — | -55.72% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.99% | — | -32.17% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.95% | — | +4.08% | |
| 27 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.95% | — | +7171.87% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.93% | — | +1365.61% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.88% | — | -9.59% | |
| 30 | GD | General Dynamics CORP | 株式-資本財 | 0.87% | — | +147.48% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.86% | — | -38.34% | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.80% | — | +64.30% | |
| 33 | COR | Cencora INC | 株式-ヘルスケア | 0.77% | — | -2.34% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.76% | — | +36115.50% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.75% | — | +1.58% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.72% | — | -4.83% | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.71% | — | -40.62% | |
| 38 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | — | +9.56% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.69% | +0.15% | +7.33% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.18% | +5.40% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.67% | — | +0.49% | |
| 42 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.64% | — | +10.39% | |
| 43 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.61% | — | +39.11% | |
| 44 | EMLP | First Trust North American E | ETF-その他 | 0.60% | +0.13% | — | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.60% | — | -18.69% | |
| 46 | CMI | Cummins INC | 株式-資本財 | 0.60% | — | +12.60% | |
| 47 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.59% | — | +274.19% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +14.40% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | +7.70% | |
| 50 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.58% | — | +11.20% |