CIK: 0001720777
申告総資産額
$14.4億
上位200銘柄を表示中（全275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 | 6.05% | — | -1.03% | |
| 2 | MBB | Ishares Mbs ETF | ETF-その他 | 3.55% | +0.15% | +1.07% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.42% | — | +0.64% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.02% | +0.13% | -2.29% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.97% | — | +14.96% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.79% | +0.17% | +0.17% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.30% | -0.13% | +12.04% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.29% | -0.31% | -22.96% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.08% | — | +0.38% | |
| 10 | PID | Invesco International Divide | ETF-その他 | 1.81% | +0.12% | -0.11% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.66% | — | +1.36% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.52% | — | -5.80% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.31% | — | +40.42% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.21% | -0.14% | +2.82% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.12% | — | +11.38% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | -0.14% | +19.36% | |
| 17 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 1.08% | — | -30.20% | |
| 18 | ACN | Accenture plc | 株式-IT | 1.03% | -0.09% | +15.37% | |
| 19 | PNC | Pnc Financial Services Group | 株式-金融 | 1.00% | — | +53.49% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | — | +4.44% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.99% | -0.11% | +0.23% | |
| 22 | GS | Goldman Sachs Group INC | 株式-金融 | 0.96% | — | — | |
| 23 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.95% | — | +1.08% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.95% | — | +2053.47% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.93% | -0.14% | +21.40% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | -0.89% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | — | +5.11% | |
| 28 | CCJ | Cameco CORP | 株式-エネルギー | 0.85% | -0.26% | +7.94% | |
| 29 | ROP | Roper Technologies INC | 株式-IT | 0.83% | — | +23.36% | |
| 30 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.81% | — | — | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.81% | — | +58.88% | |
| 32 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.79% | — | +58.13% | |
| 33 | BX | Blackstone INC | 株式-金融 | 0.79% | +0.12% | +25.54% | |
| 34 | OWL | Blue Owl Capital INC | 株式-金融 | 0.79% | -0.16% | -7.69% | |
| 35 | VFH | Vanguard Financials ETF | ETF-その他 | 0.77% | — | +1.68% | |
| 36 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.77% | — | — | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.76% | — | +9.23% | |
| 38 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.76% | — | +25.73% | |
| 39 | INTU | Intuit INC | 株式-IT | 0.75% | — | +27.02% | |
| 40 | AXP | American Express Co | 株式-金融 | 0.75% | +0.15% | +18.27% | |
| 41 | STE | STERIS plc | 株式-ヘルスケア | 0.73% | — | +33.36% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.71% | -0.33% | +36.35% | |
| 43 | LAZ | Lazard, Inc. | 株式-金融 | 0.70% | — | +179.38% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.70% | -0.10% | -8.83% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.68% | +0.19% | -3.26% | |
| 46 | AAON | Aaon INC | 株式-資本財 | 0.68% | — | +35.52% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.67% | — | +0.76% | |
| 48 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.66% | — | +39.59% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.65% | -0.21% | +33.30% | |
| 50 | EMR | Emerson Electric Co | 株式-資本財 | 0.64% | — | +33.09% |