CIK: 0001639943
申告総資産額
$5.2億
上位200銘柄を表示中（全1258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 | 7.47% | -0.20% | -20.36% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.90% | +0.86% | -14.25% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.81% | +0.08% | -12.13% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.46% | — | -10.76% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.32% | — | +1.01% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.04% | — | -18.27% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.03% | — | +4.68% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.86% | -0.14% | -0.97% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.81% | — | +0.49% | |
| 10 | SECT | Main Sector Rotation ETF | ETF-その他 | 1.67% | — | +2.55% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.58% | — | -17.56% | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.57% | +0.09% | -31.87% | |
| 13 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 1.40% | -0.08% | -30.52% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.34% | +1.57% | -3.98% | |
| 15 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 1.16% | — | -9.50% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | -0.15% | -35.33% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -0.18% | -24.97% | |
| 18 | FTLS | First Trust Long/short Eqty | ETF-その他 | 1.03% | -0.07% | -32.41% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.98% | — | -24.63% | |
| 20 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 0.95% | -0.05% | -31.62% | |
| 21 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.87% | — | -31.39% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | -50.73% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.75% | -0.47% | -20.43% | |
| 24 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.73% | — | -46.26% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.71% | — | +18.37% | |
| 26 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.70% | — | -6.72% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | — | -30.51% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | — | -48.41% | |
| 29 | MSM | Msc Industrial Direct Co-a | 株式-資本財 | 0.67% | — | -53.83% | |
| 30 | CSB | Victoryshares US Small Cap H | ETF-中小型株 | 0.67% | — | +2.65% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.67% | — | -3.97% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | -0.29% | -34.56% | |
| 33 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.64% | — | +1.76% | |
| 34 | CION | Cion Investment CORP | 株式-その他 | 0.64% | — | +7.66% | |
| 35 | WPC | Wp Carey INC | 株式-不動産 | 0.64% | — | -50.43% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | — | -49.83% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | +0.23% | +11.66% | |
| 38 | NUE | Nucor CORP | 株式-素材 | 0.62% | — | -54.46% | |
| 39 | O | Realty Income CORP | 株式-不動産 | 0.62% | — | -50.61% | |
| 40 | GGG | Graco INC | 株式-資本財 | 0.61% | — | -57.45% | |
| 41 | AMAX | Adaptive Hedged Multi-asset | ETF-その他 | 0.60% | — | -32.88% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | -31.42% | |
| 43 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.59% | — | -52.07% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | — | -49.63% | |
| 45 | BKH | Black Hills CORP | 株式-公益事業 | 0.55% | — | -53.78% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.54% | — | -12.23% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | -43.04% | |
| 48 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.53% | — | -47.09% | |
| 49 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.52% | — | -54.60% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.50% | — | -1.73% |