CIK: 0001682021
申告総資産額
$7.2億
上位200銘柄を表示中（全267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 | FINS | Angel Oak Financ Strat INC | 株式-その他 | 8.85% | — | +4961.19% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 6.52% | — | +0.51% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-その他 | 6.47% | — | +0.12% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.61% | -0.08% | +9.02% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.28% | +0.59% | +24.71% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.00% | +0.18% | +17.48% | |
| 7 | XMUIX | Blackrock Municipal Income | 株式-その他 | 2.12% | — | +7.58% | |
| 8 | MYI | Blackrock Muniyield Qlty Iii | 株式-その他 | 1.96% | — | +8.81% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.70% | -0.41% | +7.48% | |
| 10 | AFB | Allianceberstein Ntl Muni | 株式-その他 | 1.54% | — | +6.35% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.53% | — | +3.95% | |
| 12 | KTF | Dws Municipal Income Trust | 株式-その他 | 1.44% | — | +25.85% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.29% | -0.06% | -14.43% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.28% | -0.94% | -62.73% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.27% | — | +8.85% | |
| 16 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 1.27% | — | +11.11% | |
| 17 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.25% | — | +10.57% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.14% | +0.17% | +13.53% | |
| 19 | ISD | Pgim High Yield Bond Fund | 株式-その他 | 1.13% | — | +5.22% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.09% | +0.15% | +8.87% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.05% | +0.17% | +12.61% | |
| 22 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 1.00% | — | +3.30% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.98% | — | -6.52% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.92% | — | -43.33% | |
| 25 | JFR | Nuveen Floating Rate Income | 株式-その他 | 0.90% | — | — | |
| 26 | VVR | Invesco Senior Income Trust | 株式-その他 | 0.90% | — | +5.38% | |
| 27 | FPA | First Trust Asia Pac Ex-japn | ETF-その他 | 0.85% | — | -2.01% | |
| 28 | GHY | Pgim Global High Yield Fund | 株式-その他 | 0.81% | — | +6.20% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | -0.21% | +4.86% | |
| 30 | IIM | Invesco Value Municipal Inco | 株式-その他 | 0.74% | — | +10.43% | |
| 31 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 0.74% | — | +10.33% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | -1.17% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.72% | — | -64.80% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.70% | -0.31% | -7.80% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | — | -6.52% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.65% | +0.08% | +16.02% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.64% | -0.03% | +31.29% | |
| 38 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.62% | — | +5.35% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.59% | — | +3.46% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.59% | +0.09% | +12.77% | |
| 41 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 0.59% | — | +4.77% | |
| 42 | PRAA | Pra Group INC | 株式-その他 | 0.57% | — | — | |
| 43 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.56% | — | +6.11% | |
| 44 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.56% | — | -26.45% | |
| 45 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 0.54% | — | +80.70% | |
| 46 | XRSFX | Rivernorth Capital & Income | 株式-その他 | 0.54% | — | +1321.74% | |
| 47 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 株式-その他 | 0.52% | — | +4.08% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | -10.61% | |
| 49 | BLK | BlackRock, Inc. | 株式-金融 | 0.50% | — | +9.89% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -17.61% |