CIK: 0001766506
申告総資産額
$6.8億
上位200銘柄を表示中（全335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 | 4.61% | — | +0.76% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.10% | — | +1.26% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.20% | — | +1.72% | |
| 4 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.03% | — | -0.66% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.00% | — | -17.38% | |
| 6 | CINF | Cincinnati Financial CORP | 株式-金融 | 2.62% | — | +2.44% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.38% | — | +14.79% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.05% | — | -1.98% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.71% | — | +4.80% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.68% | — | +75.00% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 1.57% | — | +0.05% | |
| 12 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 1.42% | — | +110.50% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.13% | — | +315.60% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | — | +3.69% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.04% | — | +0.25% | |
| 16 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.98% | — | -0.27% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.97% | — | +76.54% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.92% | — | +2.53% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.91% | — | -6.48% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.87% | — | +4.95% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | — | +1971.46% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | — | +3.11% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.82% | — | -3.61% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.79% | — | -7.84% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.79% | — | +243.06% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.74% | — | +1.34% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.69% | — | +5.77% | |
| 28 | ✓ | Ishares | 株式-その他 | 0.69% | — | — | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.68% | — | +661.83% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.68% | — | +1.00% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.66% | — | +200.69% | |
| 32 | MU | Micron Technology INC | 株式-IT | 0.65% | — | +2.54% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | +2.21% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | -10.36% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | +1.85% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.62% | — | +287.25% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | +2.70% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | -4.36% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.57% | — | -3.01% | |
| 40 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.57% | — | +581.46% | |
| 41 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.55% | — | +595.91% | |
| 42 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.54% | — | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.54% | — | +17.73% | |
| 44 | MRO* | Marathon Oil CORP | 株式-その他 | 0.53% | — | +0.73% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.53% | — | -1.86% | |
| 46 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 0.52% | — | +671.00% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | — | -3.18% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | — | +5.44% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.49% | — | -3.87% | |
| 50 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.49% | — | +668.47% |