CIK: 0001766506
申告総資産額
$6.8億
上位200銘柄を表示中（全297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 | 6.21% | — | -1.44% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.95% | — | +307.29% | |
| 3 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.92% | — | -7.14% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.38% | — | +23.15% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.05% | — | +24.28% | |
| 6 | CINF | Cincinnati Financial CORP | 株式-金融 | 2.24% | — | -0.91% | |
| 7 | ORCL | Oracle CORP | 株式-IT | 2.08% | — | -1.39% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.03% | — | +65.34% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.00% | — | -8.62% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | — | +13.14% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.62% | — | -5.06% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.55% | — | -0.88% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.41% | — | -3.23% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.14% | — | -6.37% | |
| 15 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.12% | — | -10.83% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | — | -0.56% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | — | +1.50% | |
| 18 | USB | US Bancorp | 株式-金融 | 0.98% | — | -2.10% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | — | -3.00% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | — | +81.61% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.80% | — | -2.08% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.72% | — | -16.14% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | — | +1.75% | |
| 24 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.66% | — | -5.47% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.63% | — | -10.94% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | -1.53% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.62% | — | +128.69% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | — | -4.55% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.59% | — | -19.28% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.58% | — | -12.27% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.55% | — | -11.74% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.55% | — | -4.48% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.53% | — | +2.52% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.51% | — | +1.04% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.51% | — | -0.81% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | -0.03% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.50% | — | -11.28% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | — | +4.17% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.49% | — | +1.39% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.49% | — | — | |
| 41 | AVK | Advent Convert & Income | 株式-その他 | 0.49% | — | -7.83% | |
| 42 | MU | Micron Technology INC | 株式-IT | 0.49% | — | +0.35% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | -2.71% | |
| 44 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 0.47% | — | -8.67% | |
| 45 | PNC | Pnc Financial Services Group | 株式-金融 | 0.45% | — | +0.69% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.44% | — | -3.30% | |
| 47 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.42% | — | -6.67% | |
| 48 | RJF | Raymond James Financial INC | 株式-金融 | 0.42% | — | — | |
| 49 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.42% | — | -4.38% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | — | -5.35% |