CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中(全259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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.60% | +0.42% | +10.41% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.22% | — | +13.81% | |
| 3 | PWS | Pacer Wealthshield ETF | ETF-その他 | 5.06% | — | -39.19% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.89% | — | +3.12% | |
| 5 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 3.79% | — | +96.13% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.47% | — | — | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.24% | — | +35.68% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.09% | — | +7.82% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.72% | -0.23% | — | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.33% | — | +105.11% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.18% | — | +10.05% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.94% | — | +245.41% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.62% | — | +17.87% | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.48% | — | +6.56% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.26% | +0.40% | +47.14% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.21% | +0.20% | +8.09% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.20% | — | +265.72% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.19% | — | — | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.18% | — | +12.86% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.11% | -0.16% | +1.06% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.04% | — | -21.39% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.97% | — | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | — | -6.63% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.86% | -0.09% | +2176.20% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.83% | — | -12.31% | |
| 26 | SYY | Sysco CORP | 株式-生活必需品 | 0.81% | — | +5.92% | |
| 27 | BBTUSD | Bb&t CORP | 株式-その他 | 0.71% | — | — | |
| 28 | AADR | Advisorshares Dorsey Wright | ETF-その他 | 0.69% | — | -52.58% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.68% | — | +11.11% | |
| 30 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.65% | — | +0.19% | |
| 31 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.64% | — | +33.23% | |
| 32 | CSX | Csx CORP | 株式-資本財 | 0.63% | — | — | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.62% | — | — | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.62% | — | +268.76% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.60% | -0.14% | -3.34% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | — | -6.37% | |
| 37 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.55% | — | +9.79% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.54% | — | +11.64% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | +5.72% | |
| 40 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 0.53% | — | -48.65% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | +7.55% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | +13.92% | |
| 43 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.51% | — | +6.46% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.49% | — | — | |
| 45 | MBB | Ishares Mbs ETF | ETF-その他 | 0.46% | — | +176.78% | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.46% | — | — | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.45% | — | +0.77% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | +0.43% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.43% | — | -2.99% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | -0.44% |