CIK: 0001720777
申告総資産額
$14.4億
上位200銘柄を表示中（全278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 | 5.92% | — | +1.94% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.49% | — | +1.96% | |
| 3 | MBB | Ishares Mbs ETF | ETF-その他 | 3.45% | +0.15% | +10.96% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.15% | — | +6.62% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.97% | +0.13% | +10.74% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.83% | +0.17% | +7.34% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.05% | — | +11.82% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.99% | -0.13% | +9.44% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.93% | -0.31% | -5.64% | |
| 10 | PID | Invesco International Divide | ETF-その他 | 1.75% | +0.12% | +8.38% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.63% | — | +11.90% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.45% | — | +6.75% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.36% | — | +11.52% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.34% | — | +53.98% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | -0.14% | +5.22% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | -0.14% | +0.81% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | — | +6.11% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | — | +4.62% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.07% | -0.11% | +12.06% | |
| 20 | GS | Goldman Sachs Group INC | 株式-金融 | 1.02% | — | +10.13% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.01% | — | +12.06% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 1.00% | -0.14% | +1.02% | |
| 23 | ACN | Accenture plc | 株式-IT | 0.98% | -0.09% | +7.93% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | +10.65% | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 0.93% | — | +10.79% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.91% | -0.10% | +10.09% | |
| 27 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.88% | — | -9.21% | |
| 28 | CCJ | Cameco CORP | 株式-エネルギー | 0.86% | -0.26% | +12.95% | |
| 29 | PNC | Pnc Financial Services Group | 株式-金融 | 0.86% | — | -8.07% | |
| 30 | AXP | American Express Co | 株式-金融 | 0.86% | +0.15% | +5.39% | |
| 31 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.85% | — | — | |
| 32 | VFH | Vanguard Financials ETF | ETF-その他 | 0.84% | — | +10.57% | |
| 33 | LAZ | Lazard INC | 株式-金融 | 0.84% | — | — | |
| 34 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.83% | — | +9.11% | |
| 35 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.82% | — | +10.77% | |
| 36 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.82% | — | -4.71% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.81% | -0.21% | +18.57% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.81% | -0.33% | +7.76% | |
| 39 | ROP | Roper Technologies INC | 株式-IT | 0.80% | — | +5.22% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.75% | — | +114.35% | |
| 41 | INTU | Intuit INC | 株式-IT | 0.74% | — | +5.65% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.73% | -0.10% | +27.00% | |
| 43 | STE | STERIS plc | 株式-ヘルスケア | 0.72% | — | +9.08% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | +9.01% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.71% | +0.19% | +11.32% | |
| 46 | SYK | Stryker CORP | 株式-ヘルスケア | 0.70% | — | +5.12% | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.70% | — | +5.59% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.69% | +0.24% | +274.14% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.69% | — | +3.15% | |
| 50 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.69% | — | -8.75% |