CIK: 0001632539
申告総資産額
$102.6万
上位200銘柄を表示中(全468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 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 7.02% | -4.67% | EXIT | |
| 2 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 6.91% | -2.17% | EXIT | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 6.57% | -4.60% | EXIT | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.97% | -0.95% | EXIT | |
| 5 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 3.11% | -1.81% | EXIT | |
| 6 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.73% | -1.64% | EXIT | |
| 7 | PFN | Pimco Income Strategy Fd Ii | 株式-その他 | 2.37% | -1.31% | EXIT | |
| 8 | AGNC | Agnc Investment CORP | 株式-不動産 | 2.26% | -0.73% | EXIT | |
| 9 | AAPL | Apple INC | 株式-IT | 1.99% | -3.07% | EXIT | |
| 10 | HYT | Blackrock CORP Hi Yld | 株式-その他 | 1.83% | -0.87% | EXIT | |
| 11 | JPC | Nuveen Prefered & Income Opp | 株式-その他 | 1.69% | -0.94% | EXIT | |
| 12 | VMO | Invesco Municipal Opport | 株式-その他 | 1.63% | -1.15% | EXIT | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.61% | -0.97% | EXIT | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.47% | -1.71% | EXIT | |
| 15 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.30% | -2.71% | EXIT | |
| 16 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.29% | -2.70% | EXIT | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | — | +21.22% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -1.04% | EXIT | |
| 19 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.20% | -0.85% | EXIT | |
| 20 | MO | Altria Group INC | 株式-生活必需品 | 1.16% | -0.75% | EXIT | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | -0.88% | EXIT | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.06% | -0.71% | EXIT | |
| 23 | BHK | Blackrock Core Bond Trust | 株式-その他 | 1.05% | — | +3.61% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.05% | -0.73% | EXIT | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.02% | — | +18.54% | |
| 26 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.95% | — | -35.83% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.95% | -0.68% | EXIT | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.95% | -1.36% | EXIT | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.94% | — | +26984.17% | |
| 30 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.91% | — | +1.00% | |
| 31 | WM | Waste Management INC | 株式-資本財 | 0.85% | — | -3.57% | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.84% | — | -35.58% | |
| 33 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.84% | — | +0.96% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.83% | -0.80% | EXIT | |
| 35 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.83% | -2.54% | EXIT | |
| 36 | AEP | American Electric Power | 株式-公益事業 | 0.79% | — | +2.67% | |
| 37 | PGF | Invesco Financial Preferred | ETF-その他 | 0.79% | -0.70% | EXIT | |
| 38 | INTC | Intel CORP | 株式-IT | 0.75% | -0.87% | EXIT | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.73% | -1.21% | EXIT | |
| 40 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.73% | — | -9.98% | |
| 41 | BBN | Blackrock Taxable Muni Bnd | 株式-その他 | 0.73% | — | +7.28% | |
| 42 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.72% | — | -1.30% | |
| 43 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 0.72% | -0.84% | EXIT | |
| 44 | EXC | Exelon CORP | 株式-公益事業 | 0.72% | — | +8.39% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.71% | — | +4.02% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.70% | — | -24.57% | |
| 47 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.70% | -0.65% | EXIT | |
| 48 | MET | Metlife INC | 株式-金融 | 0.67% | — | +3.45% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.66% | -1.47% | EXIT | |
| 50 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 0.65% | -0.85% | EXIT |