CIK: 0001632554
申告総資産額
$11.1億
上位200銘柄を表示中（全288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 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.19% | +0.26% | +1.27% | |
| 2 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.98% | — | +21.97% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.85% | +0.05% | -2.05% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.84% | — | -1.71% | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 3.29% | — | -15.54% | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 3.22% | — | +7.00% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.04% | -0.62% | -8.83% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.97% | — | +27.29% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.23% | — | -4.40% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.19% | -0.27% | -23.63% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.05% | — | +21.12% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.04% | — | -4.40% | |
| 13 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.64% | — | — | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.62% | — | +3.19% | |
| 15 | JKHY | Jack Henry & Associates INC | 株式-IT | 1.59% | -0.18% | — | |
| 16 | XLB | Ss Materials Select Sector | ETF-その他 | 1.56% | — | +17.73% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.42% | +0.64% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.37% | -0.06% | -13.34% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | — | +7.30% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.29% | — | -4.02% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 1.17% | — | -1.38% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.05% | — | -2.86% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.05% | — | -2.19% | |
| 24 | DE | Deere & Co | 株式-資本財 | 1.00% | -0.06% | +1.86% | |
| 25 | ✓ | Ishares | 株式-その他 | 0.96% | — | — | |
| 26 | ✓ | Ishares Tr | 株式-その他 | 0.96% | — | — | |
| 27 | XLE | Ss Energy Select Sector | ETF-その他 | 0.93% | — | +38.21% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.90% | -0.04% | -2.66% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | -7.81% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.84% | — | -16.25% | |
| 31 | AMT | American Tower CORP | 株式-不動産 | 0.84% | — | -1.73% | |
| 32 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.83% | — | +2.57% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.82% | +0.05% | -2.74% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.81% | — | -14.34% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.81% | — | -2.93% | |
| 36 | BLKCHF | Blackrock INC | 株式-その他 | 0.81% | — | -5.48% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | — | +7.52% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.80% | — | — | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.78% | — | +29.14% | |
| 40 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.77% | — | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.76% | +0.30% | -1.13% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.76% | — | -3.17% | |
| 43 | LARK | Landmark Bancorp INC | 株式-その他 | 0.76% | — | +4.10% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.75% | — | +9.88% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.73% | — | — | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.70% | +0.31% | — | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.65% | — | +24.11% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | — | -3.49% | |
| 49 | DISCAUSD | Discovery INC - A | 株式-その他 | 0.62% | — | +2.96% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.62% | — | +26.48% |