CIK: 0001780607
申告総資産額
$7.2億
上位200銘柄を表示中（全289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 | LEG | Leggett & Platt, Incorporated | 株式-一般消費財 | 7.69% | — | -4.49% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.56% | — | -14.82% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.13% | — | -16.85% | |
| 4 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 4.48% | — | -2.32% | |
| 5 | MATX | Matson INC | 株式-資本財 | 3.17% | — | — | |
| 6 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 2.75% | — | +2035.66% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.70% | — | -6.94% | |
| 8 | HYI | Western Asset High Yield Opportunity Fund Inc. | 株式-その他 | 2.52% | — | -2.50% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.42% | — | -8.99% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.85% | — | +176.62% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.49% | — | +3.54% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.46% | — | +1.86% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.33% | — | -4.40% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | — | +1.43% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.06% | — | -13.32% | |
| 16 | RTX | Rtx CORP | 株式-資本財 | 1.03% | — | -2.11% | |
| 17 | TEL | TE Connectivity plc | 株式-IT | 0.84% | — | -1.88% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | — | +0.50% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | -1.88% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | -13.86% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.75% | — | +22.88% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | — | +1.94% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.70% | — | +3.47% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | — | +1.44% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 0.69% | — | -5.18% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.69% | — | +1.82% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.68% | — | +33.19% | |
| 28 | SQLV | Royce Quant Small-cap Qualit | ETF-その他 | 0.68% | — | -1.90% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.67% | — | -1.45% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.65% | — | +1.28% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.65% | — | -1.05% | |
| 32 | ALEX | Alexander & Baldwin INC | 株式-その他 | 0.65% | — | — | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.64% | — | -2.17% | |
| 34 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.63% | — | +3.10% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.63% | — | +3.91% | |
| 36 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.61% | — | -1.06% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | -1.79% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | — | +2.21% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | — | -2.34% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | -1.39% | |
| 41 | SRE | Sempra | 株式-公益事業 | 0.51% | — | +2.15% | |
| 42 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.50% | — | -2.96% | |
| 43 | TWTRUSD | Twitter INC | 株式-その他 | 0.48% | — | -0.35% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | -1.81% | |
| 45 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.47% | — | +0.60% | |
| 46 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.44% | — | +1.18% | |
| 47 | BIIB | Biogen INC | 株式-ヘルスケア | 0.42% | — | -1.73% | |
| 48 | USB | US Bancorp | 株式-金融 | 0.42% | — | +0.14% | |
| 49 | LIN | Linde plc | 株式-素材 | 0.42% | — | +3.01% | |
| 50 | ADSK | Autodesk INC | 株式-IT | 0.41% | — | +0.07% |