CIK: 0001697729
申告総資産額
—
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.66% | -5.81% | EXIT | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.76% | — | -2.63% | |
| 3 | ✓ | 株式-その他 | 3.68% | — | -17.00% | ||
| 4 | AAPL | Apple INC | 株式-IT | 2.93% | -4.90% | EXIT | |
| 5 | T | At&t INC | 株式-通信サービス | 2.65% | — | +127.99% | |
| 6 | DSL | Doubleline Income Solutions | 株式-その他 | 2.61% | — | +2.93% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.23% | — | -2.01% | |
| 8 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.12% | — | +5.07% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.04% | — | +5.94% | |
| 10 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 2.04% | — | +3.63% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.72% | -1.95% | EXIT | |
| 12 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 1.62% | — | +9.62% | |
| 13 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.55% | — | — | |
| 14 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.54% | -4.68% | EXIT | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.52% | -1.16% | EXIT | |
| 16 | PFO | Flaherty & Crumrine P&i Opp | 株式-その他 | 1.47% | — | +0.86% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.43% | — | +117.66% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | -0.99% | EXIT | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.35% | — | +46.66% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.34% | — | -1.71% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | -0.87% | EXIT | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.21% | — | +38.22% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.18% | — | +32.84% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 1.09% | -1.08% | EXIT | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.04% | — | -8.13% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.01% | — | +37.28% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.91% | — | +86.14% | |
| 28 | BGT | Blackrock Fltng Rt INC Tr | 株式-その他 | 0.85% | — | -3.79% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.82% | — | +83.94% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.82% | — | +45.58% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.81% | — | +28.95% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.80% | — | +43.16% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | +10.35% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | -0.64% | EXIT | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | — | +0.12% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.74% | — | +5.33% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | — | +45.14% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.65% | -0.49% | EXIT | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.65% | — | +2.07% | |
| 40 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.63% | — | +22.47% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +5.29% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.57% | — | +0.54% | |
| 43 | FDMO | Fidelity Momentum Factor ETF | ETF-その他 | 0.55% | — | — | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -1.71% | EXIT | |
| 45 | USB | US Bancorp | 株式-金融 | 0.54% | — | +8.13% | |
| 46 | ✓ | Cyberark Software LTD | 株式-その他 | 0.53% | — | -14.20% | |
| 47 | AEE | Ameren Corporation | 株式-公益事業 | 0.51% | -0.45% | EXIT | |
| 48 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.49% | — | +1.31% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +2.71% | |
| 50 | NNN | Nnn Reit INC | 株式-不動産 | 0.48% | — | +7.72% |