CIK: 0001639943
申告総資産額
$5.2億
上位200銘柄を表示中（全370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 | AAPL | Apple INC | 株式-IT | 6.93% | -0.20% | -0.84% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.45% | +0.08% | +11.63% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.35% | — | +8.90% | |
| 4 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 2.31% | — | +0.65% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.29% | +0.86% | +0.20% | |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 2.00% | — | -1.17% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.98% | — | +0.07% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.83% | — | -12.97% | |
| 9 | FTLS | First Trust Long/short Eqty | ETF-その他 | 1.74% | -0.07% | +12.50% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.74% | +0.09% | — | |
| 11 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 1.55% | — | +6.99% | |
| 12 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 1.52% | -0.05% | +31.03% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.38% | -0.29% | -5.36% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.35% | — | -12.32% | |
| 15 | QPX | Advisorshares Q Dyn Growth | ETF-その他 | 1.30% | — | — | |
| 16 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.22% | — | — | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.18% | +2.07% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.17% | — | +2.05% | |
| 19 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 1.16% | — | -34.83% | |
| 20 | CFR | Cullen/frost Bankers INC | 株式-金融 | 1.10% | — | -6.05% | |
| 21 | O | Realty Income CORP | 株式-不動産 | 1.07% | — | +5.88% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.07% | — | +8.93% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | -0.15% | +13.73% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.06% | — | -1.05% | |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.03% | — | +9.22% | |
| 26 | TGT | Target CORP | 株式-一般消費財 | 1.03% | — | -4.00% | |
| 27 | WPC | Wp Carey INC | 株式-不動産 | 1.03% | — | +3.94% | |
| 28 | MSM | Msc Industrial Direct Co-a | 株式-資本財 | 1.02% | — | +5.10% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.01% | — | +16.85% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.99% | — | +4.64% | |
| 31 | NUE | Nucor CORP | 株式-素材 | 0.96% | — | -10.24% | |
| 32 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.96% | — | +5.97% | |
| 33 | PFEB | Innovator U.s. Equity Power | ETF-その他 | 0.96% | — | -47.14% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.96% | -0.47% | +2.27% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.95% | — | +0.50% | |
| 36 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.95% | — | +0.16% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.94% | — | +19.73% | |
| 38 | BKH | Black Hills CORP | 株式-公益事業 | 0.90% | — | +6.66% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | — | +2.28% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.87% | — | +10.23% | |
| 41 | GGG | Graco INC | 株式-資本財 | 0.85% | — | +10.82% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | -0.11% | +0.07% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.83% | -0.14% | +13.05% | |
| 44 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.83% | — | -0.65% | |
| 45 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.82% | — | +7.26% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.80% | — | +4.79% | |
| 47 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.78% | — | -0.49% | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.76% | — | +1.39% | |
| 49 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.74% | — | -54.76% | |
| 50 | SYY | Sysco CORP | 株式-生活必需品 | 0.72% | — | +5.45% |