CIK: 0001720777
申告総資産額
$14.4億
上位200銘柄を表示中（全289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 | 5.57% | — | -0.40% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.60% | — | -1.16% | |
| 3 | MBB | Ishares Mbs ETF | ETF-その他 | 3.47% | +0.15% | +6.46% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.35% | — | +5.11% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.01% | +0.13% | +6.69% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.75% | +0.17% | +4.32% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.41% | -0.13% | +3.34% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.09% | — | +7.64% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.79% | -0.31% | -2.65% | |
| 10 | PID | Invesco International Divide | ETF-その他 | 1.70% | +0.12% | +5.14% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.63% | — | +7.19% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.44% | — | +4.18% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | — | +7.65% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | -0.14% | +4.21% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.30% | — | +3.77% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | — | +6.41% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.18% | -0.14% | +3.11% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.09% | -0.11% | -0.24% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.09% | -0.10% | +7.22% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | -0.14% | -9.71% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.99% | — | -2.41% | |
| 22 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.99% | — | +19.26% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.97% | — | +4.05% | |
| 24 | GS | Goldman Sachs Group INC | 株式-金融 | 0.94% | — | -10.71% | |
| 25 | ACN | Accenture plc | 株式-IT | 0.94% | -0.09% | +14.62% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.93% | — | -2.10% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 0.93% | — | +2.49% | |
| 28 | CRM | Salesforce INC | 株式-IT | 0.91% | +0.24% | +61.75% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.90% | -0.33% | +4.76% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.85% | — | +1144.09% | |
| 31 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.83% | — | +30.33% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 0.82% | — | +4.79% | |
| 33 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.82% | — | +5.76% | |
| 34 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.79% | — | +4.93% | |
| 35 | LAZ | Lazard INC | 株式-金融 | 0.78% | — | +7.67% | |
| 36 | ROP | Roper Technologies INC | 株式-IT | 0.78% | — | +1.99% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.77% | +0.19% | +3.19% | |
| 38 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.77% | — | +2.76% | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.76% | — | +4.66% | |
| 40 | PLD | Prologis INC | 株式-不動産 | 0.75% | — | +38.97% | |
| 41 | CCJ | Cameco CORP | 株式-エネルギー | 0.74% | -0.26% | -19.87% | |
| 42 | INTU | Intuit INC | 株式-IT | 0.74% | — | +4.06% | |
| 43 | MDT | Medtronic plc | 株式-ヘルスケア | 0.73% | -0.10% | +15.81% | |
| 44 | ARMK | Aramark | 株式-資本財 | 0.73% | — | +6.35% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.72% | — | +34.92% | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.72% | — | +5.72% | |
| 47 | FCG | First Trust Natural Gas ETF | ETF-その他 | 0.72% | — | — | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.72% | -0.21% | +3.05% | |
| 49 | STE | STERIS plc | 株式-ヘルスケア | 0.69% | — | +3.25% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.69% | — | -0.34% |