CIK: 0001780607
申告総資産額
$7.2億
上位200銘柄を表示中（全345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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.15% | — | -2.10% | |
| 2 | LEG | Leggett & Platt, Incorporated | 株式-一般消費財 | 4.61% | — | +3.19% | |
| 3 | HYI | Western Asset High Yield Opportunity Fund Inc. | 株式-その他 | 3.47% | — | +9.39% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.86% | — | -3.38% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 2.73% | — | -3.22% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.33% | — | +52.10% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.20% | — | -12.63% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.81% | — | +2.04% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | — | -0.49% | |
| 10 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.52% | — | +47.52% | |
| 11 | MATX | Matson INC | 株式-資本財 | 1.47% | — | — | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.29% | — | -1.82% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.25% | — | +0.13% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.20% | — | -53.52% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.19% | — | -6.80% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.13% | — | -5.42% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.96% | — | +43.65% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | — | -2.37% | |
| 19 | T | At&t INC | 株式-通信サービス | 0.85% | — | -3.19% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.83% | — | -0.75% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | — | +2.57% | |
| 22 | IDV | Ishares International Select | ETF-その他 | 0.81% | — | +16.19% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.75% | — | -0.74% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | +0.79% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | — | -4.07% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | -5.69% | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 0.70% | — | -13.00% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -9.66% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.65% | — | -7.70% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.61% | — | -12.30% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.60% | — | +0.54% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | +7.26% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.58% | — | -6.24% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | -3.77% | |
| 35 | ALEX | Alexander & Baldwin INC | 株式-その他 | 0.53% | — | — | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | +4.91% | |
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.46% | — | +7.57% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.45% | — | +15.10% | |
| 39 | RTN1USD | Raytheon Company | 株式-その他 | 0.45% | — | +32.83% | |
| 40 | TEL | TE Connectivity plc | 株式-IT | 0.44% | — | -4.73% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.44% | — | -4.72% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.43% | — | -10.01% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.43% | — | -0.54% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.43% | — | +454.69% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.42% | — | +13.67% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.42% | — | +8.52% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.41% | — | -21.41% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | -2.50% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.41% | — | -1.03% | |
| 50 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.41% | — | -3.01% |