CIK: 0001697729
申告総資産額
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上位200銘柄を表示中（全236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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.58% | -5.81% | EXIT | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.08% | — | +4.45% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.44% | -4.90% | EXIT | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.33% | -0.39% | EXIT | |
| 5 | T | At&t INC | 株式-通信サービス | 2.26% | — | +24.27% | |
| 6 | DSL | Doubleline Income Solutions | 株式-その他 | 2.17% | — | +2.95% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.92% | — | +7.75% | |
| 8 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.78% | — | -19.58% | |
| 9 | FDMO | Fidelity Momentum Factor ETF | ETF-その他 | 1.72% | — | -1.64% | |
| 10 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.57% | -4.68% | EXIT | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.50% | — | +1607.02% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.49% | — | +52.48% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.38% | — | -28.10% | |
| 14 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 1.38% | — | +4.16% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.37% | -0.87% | EXIT | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.24% | — | +117.50% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.23% | -1.08% | EXIT | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.13% | — | +174.23% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.11% | — | -5.76% | |
| 20 | DUK | Duke Energy CORP | 株式-公益事業 | 1.08% | — | +73.53% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.08% | — | -1.36% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | -0.99% | EXIT | |
| 23 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.05% | — | +71.05% | |
| 24 | ENB | Enbridge INC | 株式-エネルギー | 1.03% | — | +68.67% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.00% | -0.73% | EXIT | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.95% | — | +8.10% | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 0.94% | — | +111.35% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.91% | -0.64% | EXIT | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | — | +8.88% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | — | +79.87% | |
| 31 | PSBUSD | Ps Business Parks Inc/ca | 株式-その他 | 0.84% | — | +134.98% | |
| 32 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.83% | — | +224.37% | |
| 33 | KEY | Keycorp | 株式-金融 | 0.83% | — | — | |
| 34 | AVB | Avalonbay Communities INC | 株式-不動産 | 0.82% | — | +132.77% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | — | +49.83% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.77% | — | +46.96% | |
| 37 | TD | Toronto-dominion Bank | 株式-金融 | 0.76% | — | +137.46% | |
| 38 | MBB | Ishares Mbs ETF | ETF-その他 | 0.74% | -1.21% | EXIT | |
| 39 | CNA | Cna Financial CORP | 株式-その他 | 0.72% | — | +134.65% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.71% | -1.71% | EXIT | |
| 41 | OGE | Oge Energy CORP | 株式-公益事業 | 0.67% | — | +112.79% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.65% | — | +6.49% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.64% | — | +129.24% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | -1.16% | EXIT | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +3.54% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.60% | — | +132.43% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.59% | — | +5.55% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | -1.00% | |
| 49 | DOCU | Docusign INC | 株式-IT | 0.57% | — | -12.80% | |
| 50 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.56% | — | +183.67% |