CIK: 0001720777
申告総資産額
$14.4億
上位200銘柄を表示中（全229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 | 4.13% | — | +2.07% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.38% | — | -4.66% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.30% | — | -0.50% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.77% | — | +2.07% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.76% | — | +2.16% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.50% | -0.13% | +9.39% | |
| 7 | MBB | Ishares Mbs ETF | ETF-その他 | 2.40% | +0.15% | +7.34% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.36% | — | +10.04% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.34% | +0.13% | +0.15% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.08% | — | +6.42% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.84% | — | -0.92% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | — | +23.66% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | -0.14% | +21.59% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.25% | — | +2.19% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.19% | -0.14% | +16.65% | |
| 16 | BX | Blackstone INC | 株式-金融 | 1.04% | +0.12% | +12.59% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 0.99% | — | +15.85% | |
| 18 | AXP | American Express Co | 株式-金融 | 0.96% | +0.15% | +8.06% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.95% | — | +20.86% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.94% | — | +15.28% | |
| 21 | ROP | Roper Technologies INC | 株式-IT | 0.93% | — | +16.58% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.12% | +36.19% | |
| 23 | LRCXEUR | Lam Research CORP | 株式-IT | 0.91% | — | +18.25% | |
| 24 | ACN | Accenture plc | 株式-IT | 0.90% | -0.09% | +12.95% | |
| 25 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.90% | — | +0.64% | |
| 26 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.84% | — | -0.98% | |
| 27 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.84% | — | +0.86% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 0.82% | — | +15.33% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.79% | — | +2.24% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.79% | -0.14% | +21.31% | |
| 31 | C | Citigroup INC | 株式-金融 | 0.77% | — | +23.87% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | — | +23.47% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | -12.31% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.69% | — | +25.48% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | +23.65% | |
| 36 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.64% | — | +6.97% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.63% | — | +17.06% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.63% | — | -0.45% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.62% | — | +5.59% | |
| 40 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.58% | — | +12.32% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | -32.04% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.57% | -0.10% | +19.56% | |
| 43 | SIMO | Silicon Motion Technol-adr | 株式-その他 | 0.55% | +0.16% | +25.00% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | +24.91% | |
| 45 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.51% | — | +25.07% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.51% | — | +0.46% | |
| 47 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.50% | — | +15.98% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.50% | — | +53.88% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | +13.76% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | — | +22.09% |