CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中（全276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 | 5.92% | +0.42% | +6.22% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.45% | — | +5.67% | |
| 3 | PWS | Pacer Wealthshield ETF | ETF-その他 | 3.97% | — | -18.47% | |
| 4 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 3.60% | — | -4.21% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.43% | — | -3.30% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.42% | — | — | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.40% | — | +7.88% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.89% | — | -2.52% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.74% | -0.23% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.15% | — | +0.22% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.05% | — | -3.53% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.92% | — | +5.45% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.72% | +0.40% | +51.23% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.59% | — | +33.04% | |
| 15 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.55% | — | +5.72% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.44% | — | -10.73% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.26% | — | +1421.36% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.19% | +0.20% | +7.03% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.16% | — | +0.30% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.07% | — | -7.99% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.01% | -0.16% | -0.44% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.99% | -0.09% | +31.96% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.96% | — | -6.77% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.95% | — | +0.28% | |
| 25 | TFC | Truist Financial CORP | 株式-金融 | 0.92% | — | — | |
| 26 | SYY | Sysco CORP | 株式-生活必需品 | 0.89% | — | +10.76% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.76% | — | -7.22% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | +10.68% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.69% | -0.14% | -4.74% | |
| 30 | AADR | Advisorshares Dorsey Wright | ETF-その他 | 0.68% | — | -5.66% | |
| 31 | SIZE | Ishares Msci USA Size Factor | ETF-その他 | 0.68% | — | — | |
| 32 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.67% | — | +16.66% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.66% | — | +16.53% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | — | -28.70% | |
| 35 | CSX | Csx CORP | 株式-資本財 | 0.61% | — | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | — | +0.76% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.54% | — | -3.83% | |
| 38 | MBB | Ishares Mbs ETF | ETF-その他 | 0.53% | — | +23.76% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | +2.49% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | — | +12.78% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +4.23% | |
| 42 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.49% | — | — | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.48% | — | +25.33% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.48% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | +4.99% | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.46% | — | — | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.28% | +2.77% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | — | +46.65% | |
| 49 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 0.43% | — | -10.74% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | +0.81% |