CIK: 0001682196
申告総資産額
$1.8億
上位200銘柄を表示中（全227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 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.99% | -0.34% | +2.97% | |
| 2 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 4.33% | — | +1.45% | |
| 3 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.72% | +0.65% | +4.87% | |
| 4 | HAL | Halliburton Co | 株式-エネルギー | 3.52% | +0.19% | NEW | |
| 5 | PRI | Primerica INC | 株式-金融 | 2.83% | +0.40% | +1.91% | |
| 6 | APD | Air Products & Chemicals INC | 株式-素材 | 2.82% | — | +1893.39% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.59% | — | +1.09% | |
| 8 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 2.56% | -0.85% | — | |
| 9 | AME | Ametek INC | 株式-資本財 | 2.50% | — | +5.84% | |
| 10 | LBTYA | Liberty Global Ltd. | 株式-その他 | 2.48% | +0.67% | — | |
| 11 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 2.42% | — | — | |
| 12 | KMI | Kinder Morgan INC | 株式-エネルギー | 2.30% | -0.06% | -30.34% | |
| 13 | MCK | Mckesson CORP | 株式-ヘルスケア | 2.22% | — | +4.67% | |
| 14 | AXP | American Express Co | 株式-金融 | 2.13% | — | -4.42% | |
| 15 | AAPL | Apple INC | 株式-IT | 2.12% | — | -5.65% | |
| 16 | FTCS | First Trust Capital Strength | ETF-その他 | 1.56% | +0.64% | +154.71% | |
| 17 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.46% | +0.52% | — | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.33% | -0.38% | +26.32% | |
| 19 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.30% | — | +0.85% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.16% | — | +124.47% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | -0.66% | EXIT | |
| 22 | VALE | Vale S.A. | 株式-素材 | 0.92% | — | -25.96% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.91% | — | +2.31% | |
| 24 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.89% | -0.45% | EXIT | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | — | -4.54% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.80% | — | +1.24% | |
| 27 | DWM | Wisdomtree International Equ | ETF-その他 | 0.75% | — | +594.71% | |
| 28 | ACN | Accenture plc | 株式-IT | 0.74% | — | +13.18% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | — | +1.55% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.73% | — | +180.62% | |
| 31 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 0.71% | — | +154.04% | |
| 32 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.69% | -0.23% | +1.09% | |
| 33 | CELG | Celgene CORP | 株式-その他 | 0.69% | -0.17% | -0.11% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.66% | — | -0.45% | |
| 35 | FIS | Fidelity National Info Serv | 株式-IT | 0.63% | — | — | |
| 36 | NCLH | Norwegian Cruise Line Holdings Ltd. | 株式-一般消費財 | 0.63% | — | — | |
| 37 | AIG | American International Group | 株式-金融 | 0.62% | — | -2.41% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.61% | -1.25% | +194.04% | |
| 39 | PCAR | Paccar INC | 株式-資本財 | 0.61% | — | +0.21% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | -0.14% | EXIT | |
| 41 | MBB | Ishares Mbs ETF | ETF-その他 | 0.58% | — | +71.54% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.58% | — | +144.00% | |
| 43 | SLB | Slb LTD | 株式-エネルギー | 0.57% | — | +1.93% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | +0.11% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.54% | — | +6.55% | |
| 46 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.54% | — | — | |
| 47 | BABUSD | Invesco Taxable Municipal Bo | ETF-その他 | 0.53% | — | +4.10% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.53% | — | +151.63% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.53% | +0.26% | +74.19% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.51% | — | -5.23% |