CIK: 0001639943
申告総資産額
$5.2億
上位200銘柄を表示中（全1323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 | 6.41% | -0.20% | -45.11% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.32% | +0.86% | -28.46% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.23% | +0.08% | -20.06% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.17% | — | -24.18% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.95% | — | -29.73% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.80% | — | +1.32% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.74% | +0.09% | -40.40% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.58% | — | +1.72% | |
| 9 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 1.54% | -0.08% | -40.51% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.50% | -0.14% | -0.68% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.42% | — | -33.79% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.36% | — | -5.29% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.29% | — | -52.04% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | -0.15% | -43.93% | |
| 15 | SECT | Main Sector Rotation ETF | ETF-その他 | 1.24% | — | +0.25% | |
| 16 | WPC | Wp Carey INC | 株式-不動産 | 1.19% | — | -51.29% | |
| 17 | FTLS | First Trust Long/short Eqty | ETF-その他 | 1.18% | -0.07% | -47.58% | |
| 18 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.15% | — | -46.41% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.08% | — | -49.73% | |
| 20 | O | Realty Income CORP | 株式-不動産 | 1.07% | — | -51.96% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.06% | — | -51.25% | |
| 22 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 1.04% | -0.05% | -35.16% | |
| 23 | NUE | Nucor CORP | 株式-素材 | 1.04% | — | -56.05% | |
| 24 | MSM | Msc Industrial Direct Co-a | 株式-資本財 | 1.04% | — | -53.40% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.03% | +1.57% | -21.19% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.03% | — | -38.32% | |
| 27 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 1.03% | — | -43.04% | |
| 28 | BKH | Black Hills CORP | 株式-公益事業 | 1.01% | — | -52.50% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.00% | — | -48.59% | |
| 30 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.99% | — | -42.78% | |
| 31 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.98% | — | -53.12% | |
| 32 | TGT | Target CORP | 株式-一般消費財 | 0.98% | — | -49.32% | |
| 33 | GGG | Graco INC | 株式-資本財 | 0.97% | — | -52.13% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | -0.18% | -33.85% | |
| 35 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.87% | — | -53.95% | |
| 36 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.86% | — | -55.09% | |
| 37 | SYY | Sysco CORP | 株式-生活必需品 | 0.85% | — | -53.79% | |
| 38 | APD | Air Products & Chemicals INC | 株式-素材 | 0.83% | — | -52.19% | |
| 39 | TXN | Texas Instruments INC | 株式-IT | 0.82% | — | -52.68% | |
| 40 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.82% | — | -53.25% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | — | -48.05% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | — | -51.27% | |
| 43 | AMAX | Adaptive Hedged Multi-asset | ETF-その他 | 0.72% | — | -57.29% | |
| 44 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.69% | — | -44.68% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | -0.29% | -56.76% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.68% | — | -47.59% | |
| 47 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.65% | — | -53.70% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | +2.79% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.64% | -0.47% | -51.15% | |
| 50 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.58% | — | +2.83% |