CIK: 0001780607
申告総資産額
$7.2億
上位200銘柄を表示中（全292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 | 7.49% | — | -5.86% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.97% | — | -0.52% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.59% | — | +7155.91% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.95% | — | +113.67% | |
| 5 | MATX | Matson INC | 株式-資本財 | 3.51% | — | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.06% | — | -4.11% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.79% | — | -7.52% | |
| 8 | HYI | Western Asset High Yield Opportunity Fund Inc. | 株式-その他 | 2.10% | — | -13.98% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.92% | — | +1.09% | |
| 10 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 1.77% | — | -64.28% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.24% | — | -3.18% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | — | -5.34% | |
| 13 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.16% | — | -11.23% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.06% | — | -81.30% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.04% | — | -0.20% | |
| 16 | RTX | Rtx CORP | 株式-資本財 | 1.00% | — | -2.82% | |
| 17 | TEL | TE Connectivity plc | 株式-IT | 0.98% | — | +0.15% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.93% | — | -2.46% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | -1.68% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.85% | — | -8.67% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.83% | — | — | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 0.80% | — | -1.21% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.78% | — | -1.51% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | — | -1.37% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | — | -0.04% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | +34.68% | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.70% | — | -2.04% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | -14.97% | |
| 29 | ALEX | Alexander & Baldwin INC | 株式-その他 | 0.69% | — | — | |
| 30 | SQLV | Royce Quant Small-cap Qualit | ETF-その他 | 0.68% | — | -3.38% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.68% | — | -1.59% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | — | +0.97% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.65% | — | +0.59% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.65% | — | -2.22% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | -1.52% | |
| 36 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.63% | — | +0.61% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.63% | — | — | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.62% | — | -1.84% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | — | -4.90% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | — | -1.80% | |
| 41 | STX | Seagate Technology Holdings plc | 株式-IT | 0.53% | — | -3.55% | |
| 42 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.51% | — | -0.30% | |
| 43 | LIN | Linde plc | 株式-素材 | 0.49% | — | -0.20% | |
| 44 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.49% | — | +3.02% | |
| 45 | PPG | Ppg Industries INC | 株式-素材 | 0.48% | — | +8.07% | |
| 46 | SRE | Sempra | 株式-公益事業 | 0.48% | — | -9.86% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.47% | — | +8.24% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | -1.17% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | — | -12.49% | |
| 50 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.44% | — | -2.03% |