CIK: 0001766506
申告総資産額
$6.8億
上位200銘柄を表示中（全321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 | 3.95% | — | +5.13% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.78% | — | +0.31% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.90% | — | +4.45% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 2.84% | — | +3.61% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.70% | — | +4.45% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.67% | — | +0.82% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.65% | — | +6.20% | |
| 8 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.55% | — | +0.14% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.37% | — | +8.26% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.37% | — | -0.20% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.98% | — | -0.46% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.87% | — | +195.40% | |
| 13 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.84% | — | — | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.70% | — | +7.04% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 1.68% | — | +0.41% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.60% | — | +11.28% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.51% | — | -3.54% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.48% | — | +16.61% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.45% | — | +6.50% | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.43% | — | +2.73% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.40% | — | +7.68% | |
| 22 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.23% | — | +5.79% | |
| 23 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 1.21% | — | +6.45% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.16% | — | +10.67% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.87% | — | -1.18% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.87% | — | +3.17% | |
| 27 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.79% | — | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | +0.59% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | -0.57% | |
| 30 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.72% | — | -69.06% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | +0.18% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | — | -2.25% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.66% | — | -4.54% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | +0.29% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.58% | — | -4.80% | |
| 36 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.58% | — | +6.22% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | — | +2.96% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | +1.36% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | -0.17% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.55% | — | -0.07% | |
| 41 | MU | Micron Technology INC | 株式-IT | 0.53% | — | +2.66% | |
| 42 | RWK | Invesco S&p Midcap 400 Rev | ETF-その他 | 0.52% | — | — | |
| 43 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.52% | — | -0.02% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.52% | — | -0.83% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.50% | — | +2.03% | |
| 46 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.47% | — | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | -1.96% | |
| 48 | MRO* | Marathon Oil CORP | 株式-その他 | 0.45% | — | -0.03% | |
| 49 | USB | US Bancorp | 株式-金融 | 0.44% | — | +28.58% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | +1.04% |