CIK: 0001766506
申告総資産額
$6.8億
上位200銘柄を表示中（全370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 | AAPL | Apple INC | 株式-IT | 4.74% | — | -0.36% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.61% | — | +2.44% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.97% | — | +0.68% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.65% | — | -0.26% | |
| 5 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.25% | — | +0.28% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.87% | — | -1.21% | |
| 7 | CINF | Cincinnati Financial CORP | 株式-金融 | 2.18% | — | — | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.05% | — | +3.69% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 1.88% | — | -0.36% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.76% | — | +15.57% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.33% | — | -3.13% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | — | +7.52% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.14% | — | +5.09% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.13% | — | — | |
| 15 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.09% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | — | +5.03% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.96% | — | +11.51% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.96% | — | +22.21% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | — | +3.99% | |
| 20 | MU | Micron Technology INC | 株式-IT | 0.90% | — | +1.83% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 0.84% | — | +6.93% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.83% | — | +13.40% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.77% | — | +15.15% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | +44.06% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.71% | — | — | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.68% | — | +5.56% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.66% | — | +7.82% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.64% | — | +8.88% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | — | -7.40% | |
| 30 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.61% | — | -1.14% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | +9.71% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +6.35% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.52% | — | +9.79% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.52% | — | +2.66% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.52% | — | -0.16% | |
| 36 | PNC | Pnc Financial Services Group | 株式-金融 | 0.47% | — | +0.65% | |
| 37 | USB | US Bancorp | 株式-金融 | 0.47% | — | +0.44% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.46% | — | +1.60% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.45% | — | +46.04% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.44% | — | -0.77% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.43% | — | -0.87% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.43% | — | +4.46% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | — | -2.42% | |
| 44 | AVK | Advent Convert & Income | 株式-その他 | 0.39% | — | +3.42% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.39% | — | +15.65% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.39% | — | +5.75% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.39% | — | +0.49% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.39% | — | +7.02% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | — | -3.17% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | +9.22% |