CIK: 0001766506
申告総資産額
$6.8億
上位200銘柄を表示中（全284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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.90% | — | -0.62% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.36% | — | -1.24% | |
| 3 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.21% | — | -2.44% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.95% | — | +0.72% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.54% | — | +10.44% | |
| 6 | ORCL | Oracle CORP | 株式-IT | 2.23% | — | +0.73% | |
| 7 | CINF | Cincinnati Financial CORP | 株式-金融 | 2.20% | — | -0.06% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.80% | — | +6.21% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.78% | — | -0.41% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.53% | — | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.48% | — | +1.82% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | — | +3.97% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.33% | — | +27.59% | |
| 14 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.24% | — | -1.91% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | — | +1.55% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.20% | — | -3.25% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | +0.93% | |
| 18 | USB | US Bancorp | 株式-金融 | 1.01% | — | -1.05% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.91% | — | -0.46% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | — | +3.00% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.83% | — | — | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.74% | — | -1.44% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | — | +2.43% | |
| 24 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.72% | — | — | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.71% | — | -4.18% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.69% | — | +1.08% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -2.50% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | -0.27% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | — | -4.64% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.63% | — | +5.78% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | +5.45% | |
| 32 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 0.58% | — | -2.83% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | — | +1.04% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.57% | — | -2.16% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.55% | — | -2.60% | |
| 36 | AVK | Advent Convert & Income | 株式-その他 | 0.55% | — | -0.67% | |
| 37 | MU | Micron Technology INC | 株式-IT | 0.53% | — | +0.62% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.52% | — | +1.89% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.50% | — | -11.94% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.50% | — | -0.40% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.50% | — | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.49% | — | +0.22% | |
| 43 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.49% | — | -5.03% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.48% | — | +1.14% | |
| 45 | FFA | First Trust Enhan Eqty INC | 株式-その他 | 0.47% | — | -1.35% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.46% | — | -12.95% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | — | +0.34% | |
| 48 | ADX | Adams Diversified Equity | 株式-その他 | 0.45% | — | -4.06% | |
| 49 | PNC | Pnc Financial Services Group | 株式-金融 | 0.45% | — | +0.69% | |
| 50 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.43% | — | +7.57% |