CIK: 0001730322
申告総資産額
$11.4億
上位200銘柄を表示中（全836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 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 15.40% | — | -2.03% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.79% | — | -0.35% | |
| 3 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 7.88% | — | +1.20% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.79% | — | +16.33% | |
| 5 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 3.06% | — | +27.34% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.90% | — | +0.22% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.49% | — | +9.38% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.47% | — | -2.20% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.37% | — | +2.95% | |
| 10 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.18% | — | +0.71% | |
| 11 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.96% | — | -0.84% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | — | +0.70% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.61% | — | +8.37% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.11% | — | +9.65% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +0.70% | |
| 16 | PNW | Pinnacle Financial Partners, Inc. | 株式-公益事業 | 1.03% | — | -2.87% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.00% | — | +11.02% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.93% | — | +9.90% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.91% | — | +41.42% | |
| 20 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.80% | — | -3.08% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.79% | — | +5.21% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.74% | — | +9.29% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.73% | — | +1.72% | |
| 24 | BKD | Brookdale Senior Living INC | 株式-その他 | 0.72% | — | +19.32% | |
| 25 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.65% | — | +0.42% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | -14.19% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | — | +35.06% | |
| 28 | CXW | Corecivic INC | 株式-その他 | 0.61% | — | -11.56% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | — | +1.30% | |
| 30 | IRWD | Ironwood Pharmaceuticals INC | 株式-その他 | 0.60% | — | — | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.56% | — | -1.70% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.54% | — | +40.31% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.53% | — | -29.84% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +2.03% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.50% | — | +1.73% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | — | +9.16% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.48% | — | -10.81% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | +10.42% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | +1.08% | |
| 40 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.43% | — | +46.28% | |
| 41 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.41% | — | +5.98% | |
| 42 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.39% | — | -55.92% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.39% | — | +7.80% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | — | +23.47% | |
| 45 | XJPIX | Nuveen Preferred Securities | 株式-その他 | 0.38% | — | +1.62% | |
| 46 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.37% | — | +35.72% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.37% | — | +52.95% | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.37% | — | +2.50% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.36% | — | +0.98% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.35% | — | -7.49% |