CIK: 0001780607
申告総資産額
$7.2億
上位200銘柄を表示中（全315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 | 9.46% | — | -9.13% | |
| 2 | LEG | Leggett & Platt, Incorporated | 株式-一般消費財 | 7.73% | — | -6.52% | |
| 3 | HYI | Western Asset High Yield Opportunity Fund Inc. | 株式-その他 | 5.38% | — | -3.77% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.38% | — | -35.39% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.88% | — | -7.25% | |
| 6 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 2.60% | — | +1019.77% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.49% | — | -0.46% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 2.44% | — | -4.03% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.81% | — | +61.53% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.53% | — | +10.74% | |
| 11 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.49% | — | +6.25% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.42% | — | -46.36% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.26% | — | +0.90% | |
| 14 | MATX | Matson INC | 株式-資本財 | 1.23% | — | — | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.13% | — | +1.60% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | — | -5.15% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.87% | — | -18.78% | |
| 18 | RTX | Rtx CORP | 株式-資本財 | 0.82% | — | — | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.80% | — | +0.48% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | -9.14% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +4.61% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 0.76% | — | +3.82% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.69% | — | -10.88% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.68% | — | +48.64% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.67% | — | -12.16% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.65% | — | -2.04% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.62% | — | -1.18% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.62% | — | -7.73% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.61% | — | -34.70% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.61% | — | +19.49% | |
| 31 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.59% | — | +42.61% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.57% | — | -5.45% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | — | -3.77% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +0.34% | |
| 35 | SQLV | Royce Quant Small-cap Qualit | ETF-その他 | 0.52% | — | +2.93% | |
| 36 | ADSK | Autodesk INC | 株式-IT | 0.51% | — | +14.38% | |
| 37 | TEL | TE Connectivity plc | 株式-IT | 0.48% | — | +10.31% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.48% | — | -3.15% | |
| 39 | BIIB | Biogen INC | 株式-ヘルスケア | 0.48% | — | +15.41% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | -1.68% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.46% | — | -11.95% | |
| 42 | TWTRUSD | Twitter INC | 株式-その他 | 0.44% | — | +11.81% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | — | -3.34% | |
| 44 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.43% | — | +4.40% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | -1.38% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | +114.96% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.42% | — | +2.52% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.42% | — | -1.06% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.40% | — | +0.71% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.38% | — | +5.20% |