CIK: 0001720777
申告総資産額
$14.4億
上位200銘柄を表示中（全262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 | ✓ | 株式-その他 | 5.07% | — | — | ||
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.04% | — | +13.27% | |
| 3 | MBB | Ishares Mbs ETF | ETF-その他 | 3.65% | +0.15% | +128.07% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.24% | +0.13% | +4.30% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.81% | +0.17% | +4581.36% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.27% | — | +7.29% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.16% | — | +53.69% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.95% | -0.13% | +6.80% | |
| 9 | PID | Invesco International Divide | ETF-その他 | 1.82% | +0.12% | — | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.78% | — | +35.64% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.74% | — | +12.34% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.68% | — | +0.29% | |
| 13 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 1.24% | — | +36.12% | |
| 14 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.24% | — | +27.46% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.23% | -0.31% | +1461.64% | |
| 16 | HON | Honeywell International INC | 株式-資本財 | 1.09% | — | +2.72% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | -0.14% | +9.73% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.01% | -0.33% | +13.58% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 0.99% | +0.19% | +142.97% | |
| 20 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.99% | — | +29.83% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | — | +11.98% | |
| 22 | DUK | Duke Energy CORP | 株式-公益事業 | 0.97% | -0.36% | -4.12% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.97% | — | -25.91% | |
| 24 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.89% | — | — | |
| 25 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.88% | — | -38.77% | |
| 26 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.86% | — | -8.07% | |
| 27 | FMC | Fmc CORP | 株式-素材 | 0.85% | — | -5.87% | |
| 28 | DE | Deere & Co | 株式-資本財 | 0.85% | — | +7.36% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | -3.57% | |
| 30 | RTX | Rtx CORP | 株式-資本財 | 0.81% | — | +14.75% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.81% | -0.14% | +9.63% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.80% | — | -0.04% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | — | -2.42% | |
| 34 | ROP | Roper Technologies INC | 株式-IT | 0.74% | — | +7.44% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.72% | -0.09% | +4.95% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.71% | +0.15% | +10.42% | |
| 37 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.70% | — | +12.06% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | -0.10% | +24.44% | |
| 39 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.67% | — | +18.08% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.65% | — | +13.14% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +11.92% | |
| 42 | CI | THE Cigna Group | 株式-ヘルスケア | 0.64% | — | -11.73% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.14% | +21.20% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.61% | — | +11.44% | |
| 45 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.61% | — | -3.11% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | — | +3.53% | |
| 47 | SYK | Stryker CORP | 株式-ヘルスケア | 0.59% | — | +13.29% | |
| 48 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.59% | — | -46.89% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.58% | — | +28.67% | |
| 50 | PNC | Pnc Financial Services Group | 株式-金融 | 0.56% | — | +6.90% |