CIK: 0001720777
申告総資産額
$14.4億
上位200銘柄を表示中（全726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 | 8.06% | — | +31.97% | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 8.06% | — | +70.61% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.07% | -0.31% | +201.80% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 2.80% | — | -1.41% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.45% | — | — | |
| 6 | MBB | Ishares Mbs ETF | ETF-その他 | 2.39% | +0.15% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.30% | — | +461.06% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.16% | — | +32.26% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.00% | — | +482.30% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.80% | -0.13% | -4.36% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.80% | — | +8.26% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.72% | — | +0.70% | |
| 13 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 1.66% | — | -39.38% | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.28% | — | +1076.81% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.10% | — | -2.94% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 0.98% | — | -4.38% | |
| 17 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.95% | — | +25.16% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.93% | — | +6.96% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 0.91% | — | -4.11% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.89% | — | +8.82% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.89% | — | -7.59% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.88% | — | -59.40% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | — | -4.28% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.86% | — | -3.68% | |
| 25 | INTC | Intel CORP | 株式-IT | 0.83% | — | +2.18% | |
| 26 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.82% | — | -2.66% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.79% | — | +1.92% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.72% | — | -3.81% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | — | +96.31% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | -1.77% | |
| 31 | AXP | American Express Co | 株式-金融 | 0.70% | +0.15% | +0.14% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.69% | — | -2.93% | |
| 33 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.69% | — | +15.85% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | — | +4.84% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.68% | — | +0.92% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.65% | — | +818.06% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.18% | -0.74% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.64% | — | +6.14% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | +2.22% | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.61% | — | +183.87% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.60% | — | +0.77% | |
| 42 | CMI | Cummins INC | 株式-資本財 | 0.60% | — | +2.22% | |
| 43 | PGR | Progressive CORP | 株式-金融 | 0.59% | — | +114.30% | |
| 44 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.59% | — | +1.13% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.58% | — | -2.67% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | -0.11% | -65.61% | |
| 47 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.58% | — | — | |
| 48 | GD | General Dynamics CORP | 株式-資本財 | 0.57% | — | -1.14% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.56% | — | +230.48% | |
| 50 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.55% | — | -0.61% |