CIK: 0001682021
申告総資産額
$7.2億
上位200銘柄を表示中（全242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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.03% | -0.08% | -1.08% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.94% | +0.18% | -4.56% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.45% | +0.59% | -5.46% | |
| 4 | AOMR | Angel Oak Mortgage Reit INC | 株式-その他 | 2.66% | — | -19.82% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.48% | +0.08% | +7.64% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.02% | -0.41% | -0.47% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.99% | — | +4.12% | |
| 8 | NTRL | First Trust Equity Market Ne | ETF-その他 | 1.55% | — | -2.69% | |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.53% | — | -35.97% | |
| 10 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.52% | — | -2.99% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.51% | +0.17% | -3.09% | |
| 12 | ISD | Pgim High Yield Bond Fund | 株式-その他 | 1.48% | — | +7.23% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.48% | +0.08% | +5.51% | |
| 14 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 1.45% | — | — | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.42% | +0.17% | -1.79% | |
| 16 | VVR | Invesco Senior Income Trust | 株式-その他 | 1.41% | — | +5.80% | |
| 17 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 1.40% | — | +6.63% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.38% | -0.31% | +2.96% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.37% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.37% | -0.06% | +3.22% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.23% | -0.03% | -1.06% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.19% | — | -1.45% | |
| 23 | XMUIX | Blackrock Municipal Income | 株式-その他 | 1.14% | — | +8.41% | |
| 24 | BGB | Blackstone Strategic Credit | 株式-その他 | 1.07% | — | +6.64% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.05% | +0.16% | +6.26% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.05% | +0.09% | +0.40% | |
| 27 | XMYDX | Blackrock Muniyield Fund | 株式-その他 | 0.98% | — | +7.63% | |
| 28 | ARDC | Ares Dynamic Credit All | 株式-その他 | 0.98% | — | +10.80% | |
| 29 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 0.98% | — | +8.81% | |
| 30 | FPA | First Trust Asia Pac Ex-japn | ETF-その他 | 0.97% | — | -6.57% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.97% | — | +0.09% | |
| 32 | AFB | Allianceberstein Ntl Muni | 株式-その他 | 0.96% | — | +8.52% | |
| 33 | KTF | Dws Municipal Income Trust | 株式-その他 | 0.93% | — | +7.18% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.93% | — | -1.90% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.90% | — | +1.62% | |
| 36 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.88% | — | +6.58% | |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.87% | — | — | |
| 38 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 0.85% | — | — | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.85% | — | -50.81% | |
| 40 | MMU | Western Asset Managed Munici | 株式-その他 | 0.85% | — | +8.24% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.84% | — | -54.02% | |
| 42 | BGH | Barings Glbl Shrt Dur Hi Yld | 株式-その他 | 0.84% | — | +9.08% | |
| 43 | PPT | Putnam Premier Income Trust | 株式-その他 | 0.84% | — | +9.00% | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.84% | — | +2.20% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | -0.21% | +14.89% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.75% | — | +0.16% | |
| 47 | SUB | Ishares Short-term National | ETF-その他 | 0.74% | — | -29.87% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | +0.66% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | — | +8.28% | |
| 50 | FMB | First Trust Managed Municipa | ETF-その他 | 0.66% | — | — |