CIK: 0001780055
申告総資産額
$4.2億
上位200銘柄を表示中（全866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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 11.91% | — | -1.03% | |
| 2 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 6.39% | — | -0.84% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.03% | — | +0.73% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.83% | -0.37% | -1.11% | |
| 5 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 3.64% | — | -0.30% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.81% | — | +1.75% | |
| 7 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.77% | — | -0.04% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.64% | — | -0.39% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.41% | +0.01% | -0.61% | |
| 10 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 2.22% | +0.05% | +0.52% | |
| 11 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.19% | — | +0.68% | |
| 12 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 2.08% | — | +0.72% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.02% | — | -4.51% | |
| 14 | WPC | Wp Carey INC | 株式-不動産 | 1.49% | — | -5.13% | |
| 15 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.39% | -0.51% | -4.19% | |
| 16 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 1.36% | — | +57.46% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.33% | — | +0.84% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.27% | — | +4.02% | |
| 19 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.25% | -0.09% | — | |
| 20 | POCT | Innovator U.s. Equity Power | ETF-その他 | 1.14% | — | +1.20% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | -0.09% | — | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.03% | — | -1.90% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.00% | +0.05% | +1.20% | |
| 24 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 0.97% | — | — | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.95% | -0.11% | — | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.93% | +0.14% | +0.22% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.93% | -0.45% | +23.00% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.86% | — | +20.31% | |
| 29 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.86% | — | -0.40% | |
| 30 | MBB | Ishares Mbs ETF | ETF-その他 | 0.78% | — | — | |
| 31 | UJUL | Innovator U.s. Equity Ultra | ETF-その他 | 0.77% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.15% | — | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.66% | — | -0.82% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.63% | -0.27% | +0.35% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | +0.04% | +6.83% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.58% | — | -5.33% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.58% | -0.07% | -0.91% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.54% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | — | -3.32% | |
| 41 | BND | Vanguard Total Bond Market | ETF-その他 | 0.49% | — | -1.58% | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.47% | — | +1.78% | |
| 43 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 0.46% | — | — | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | +4.87% | |
| 45 | IDU | Ishares US Utilities ETF | ETF-その他 | 0.41% | — | -35.11% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.39% | — | +134.89% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | +0.04% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.36% | — | — | |
| 49 | T | At&t INC | 株式-通信サービス | 0.35% | — | +12.15% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | -0.87% |