CIK: 0001720777
申告総資産額
$14.4億
上位200銘柄を表示中（全245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 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.77% | +0.13% | +2.14% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.53% | — | +17.50% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.65% | — | +12.85% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.62% | — | +5.30% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.44% | — | +32.88% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.44% | — | +16.42% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.33% | — | +12.13% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.08% | — | -1.38% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.01% | -0.13% | +1.23% | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 1.84% | +0.15% | -1.22% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.70% | — | +1.84% | |
| 12 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.48% | — | -2.80% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.46% | — | +570.80% | |
| 14 | DUK | Duke Energy CORP | 株式-公益事業 | 1.20% | -0.36% | -3.24% | |
| 15 | D | Dominion Energy INC | 株式-公益事業 | 1.09% | — | -2.29% | |
| 16 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 1.09% | — | — | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.08% | — | +8.01% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.06% | — | +58.83% | |
| 19 | CI | THE Cigna Group | 株式-ヘルスケア | 1.03% | — | -2.68% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 0.98% | — | +111.40% | |
| 21 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.93% | — | -2.86% | |
| 22 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.93% | — | -2.75% | |
| 23 | FMC | Fmc CORP | 株式-素材 | 0.90% | — | -2.78% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | — | -1.06% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | -0.14% | +2.96% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.88% | — | +1810.78% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.86% | — | +3.92% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.86% | -0.33% | — | |
| 29 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.85% | — | -3.11% | |
| 30 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.82% | — | +6.58% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.79% | -0.09% | +16.05% | |
| 32 | SIMO | Silicon Motion Technol-adr | 株式-その他 | 0.78% | +0.16% | +3.66% | |
| 33 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.77% | — | — | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.76% | — | +46.10% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.74% | -0.14% | +6.70% | |
| 36 | ROP | Roper Technologies INC | 株式-IT | 0.73% | — | +0.44% | |
| 37 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.72% | — | +37.95% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.72% | — | +458.73% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | -0.14% | -6.17% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | -0.95% | |
| 41 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.68% | +0.55% | +8.82% | |
| 42 | CCJ | Cameco CORP | 株式-エネルギー | 0.68% | -0.26% | — | |
| 43 | CLX | Clorox Company | 株式-生活必需品 | 0.68% | — | -3.08% | |
| 44 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.67% | — | -0.72% | |
| 45 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.66% | — | +20.10% | |
| 46 | BX | Blackstone INC | 株式-金融 | 0.66% | +0.12% | -22.81% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.66% | — | -7.95% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | +62.19% | |
| 49 | AXP | American Express Co | 株式-金融 | 0.65% | +0.15% | -4.19% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.64% | — | +81.60% |