CIK: 0001682021
申告総資産額
$7.2億
上位200銘柄を表示中（全218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 | AOMR | Angel Oak Mortgage Reit INC | 株式-その他 | 6.83% | — | +3.98% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.39% | +0.18% | -3.94% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.19% | -0.08% | +1.01% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.75% | +0.59% | -0.19% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 3.21% | — | -5.05% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.81% | +0.08% | -10.06% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.22% | -0.41% | +4.06% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.11% | — | +21.19% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.99% | — | +24.73% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.95% | — | +0.89% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 1.70% | — | -32.19% | |
| 12 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.60% | — | -8.13% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.58% | -0.31% | +15.05% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.56% | +0.17% | -0.65% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.41% | +0.08% | -0.99% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.40% | +0.17% | -0.91% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.31% | -0.06% | -1.94% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 1.30% | -0.21% | +0.84% | |
| 19 | ISD | Pgim High Yield Bond Fund | 株式-その他 | 1.24% | — | +51.86% | |
| 20 | VVR | Invesco Senior Income Trust | 株式-その他 | 1.23% | — | +52.96% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.16% | — | +0.51% | |
| 22 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 1.10% | — | +0.54% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.09% | -0.03% | -0.26% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.07% | +0.16% | +12.52% | |
| 25 | FPA | First Trust Asia Pac Ex-japn | ETF-その他 | 1.06% | — | +1.37% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.97% | — | -3.70% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | -3.29% | |
| 28 | XMUIX | Blackrock Municipal Income | 株式-その他 | 0.95% | — | +60.99% | |
| 29 | GHY | Pgim Global High Yield Fund | 株式-その他 | 0.95% | — | +64.09% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.90% | +0.09% | -0.18% | |
| 31 | KTF | Dws Municipal Income Trust | 株式-その他 | 0.89% | — | +39.86% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.88% | — | -0.10% | |
| 33 | AFB | Allianceberstein Ntl Muni | 株式-その他 | 0.86% | — | +61.31% | |
| 34 | XMYDX | Blackrock Muniyield Fund | 株式-その他 | 0.85% | — | +59.92% | |
| 35 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 0.82% | — | +64.01% | |
| 36 | ARDC | Ares Dynamic Credit All | 株式-その他 | 0.78% | — | +316.40% | |
| 37 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.75% | — | +57.35% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.75% | — | -1.35% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.72% | — | +32.74% | |
| 40 | MMU | Western Asset Managed Munici | 株式-その他 | 0.71% | — | +62.91% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.71% | — | -1.92% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +11.09% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | +10.84% | |
| 44 | PPT | Putnam Premier Income Trust | 株式-その他 | 0.69% | — | +112.52% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.69% | +0.15% | -15.16% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.68% | — | -10.27% | |
| 47 | BGH | Barings Glbl Shrt Dur Hi Yld | 株式-その他 | 0.67% | — | +65.45% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.64% | — | -5.09% | |
| 49 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.58% | — | +4.79% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | +11.97% |