CIK: 0001800465
申告総資産額
$12.4億
上位200銘柄を表示中（全332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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.50% | -0.17% | +3.23% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.98% | -0.50% | +1.06% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.93% | -0.20% | -5.34% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.71% | +0.26% | +2.66% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.57% | -0.66% | +57.10% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.42% | +0.38% | +3.51% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.28% | — | -0.47% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.24% | -0.17% | +2.42% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.79% | -0.16% | +3.94% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.72% | -0.37% | +26.28% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 1.61% | — | -0.63% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 1.55% | -0.23% | +1.29% | |
| 13 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 1.54% | -0.13% | +14.70% | |
| 14 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.42% | — | +4.77% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | -0.11% | +0.78% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | +0.17% | +4.51% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.16% | — | +5.81% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.15% | -0.29% | +2.35% | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 1.11% | -0.13% | -0.85% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.11% | — | +7.62% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 1.08% | — | +1.46% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.07% | — | +3.63% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.06% | -0.14% | -1.85% | |
| 24 | UL | Unilever PLC | 株式-生活必需品 | 0.97% | — | -1.22% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.94% | — | +8.50% | |
| 26 | IYF | Ishares US Financials ETF | ETF-その他 | 0.92% | -0.10% | +3.67% | |
| 27 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.91% | — | -0.02% | |
| 28 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.86% | — | — | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.86% | — | +2.76% | |
| 30 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.85% | +0.08% | +8.63% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | +0.06% | +1.24% | |
| 32 | PSEC | Prospect Capital CORP | 株式-その他 | 0.84% | — | -4.17% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.82% | — | +3.21% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | -0.13% | +9.88% | |
| 35 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.79% | — | +1.24% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.77% | — | +1.77% | |
| 37 | GOOD | Gladstone Commercial CORP | 株式-その他 | 0.76% | — | -3.43% | |
| 38 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.76% | +0.07% | +4.55% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.76% | — | +7.11% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.75% | — | +208.87% | |
| 41 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.73% | +0.12% | -30.27% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.07% | +7.78% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.72% | -0.12% | +0.22% | |
| 44 | ✓ | Innovator Etfs Trust | ETF-その他 | 0.70% | — | -0.89% | |
| 45 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.70% | +0.09% | +5.31% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.67% | — | +4.55% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.67% | +0.19% | +3.29% | |
| 48 | DOW | Dow INC | 株式-素材 | 0.67% | — | +1.28% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.63% | — | -0.75% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.63% | — | +2.29% |