CIK: 0001780607
申告総資産額
$7.2億
上位200銘柄を表示中（全262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 | 7.55% | — | -0.29% | |
| 2 | MATX | Matson INC | 株式-資本財 | 3.84% | — | — | |
| 3 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 2.84% | — | -20.68% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.54% | — | -25.81% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.49% | — | -3.11% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.22% | — | -5.27% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.18% | — | -24.05% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.17% | — | -35.77% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.16% | — | -3.85% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.11% | — | +121.78% | |
| 11 | HYI | Western Asset High Yield Opportunity Fund Inc. | 株式-その他 | 1.92% | — | -17.67% | |
| 12 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 1.81% | — | -11.52% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.44% | — | -7.10% | |
| 14 | RTX | Rtx CORP | 株式-資本財 | 1.36% | — | -4.66% | |
| 15 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.15% | — | -6.56% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | — | -5.74% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.99% | — | -7.29% | |
| 18 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.97% | — | — | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.96% | — | -3.33% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.95% | — | +4.36% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.94% | — | +1.91% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | — | — | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.89% | — | -2.97% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.87% | — | -1.42% | |
| 25 | SRE | Sempra | 株式-公益事業 | 0.84% | — | -10.06% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | — | -4.38% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | +21.25% | |
| 28 | TEL | TE Connectivity plc | 株式-IT | 0.77% | — | -1.62% | |
| 29 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.76% | — | -3.83% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | — | -26.14% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.74% | — | -15.50% | |
| 32 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.74% | — | -15.04% | |
| 33 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.72% | — | — | |
| 34 | SQLV | Royce Quant Small-cap Qualit | ETF-その他 | 0.71% | — | -5.77% | |
| 35 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.70% | — | — | |
| 36 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.70% | — | -3.74% | |
| 37 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.69% | — | — | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.68% | — | +8.09% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.67% | — | -2.05% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.67% | — | -26.57% | |
| 41 | ALEX | Alexander & Baldwin INC | 株式-その他 | 0.67% | — | — | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.66% | — | -1.48% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | — | |
| 44 | ENB | Enbridge INC | 株式-エネルギー | 0.61% | — | +2.51% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | -7.34% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | -5.68% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | -10.40% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | -20.24% | |
| 49 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.56% | — | -2.54% | |
| 50 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.56% | — | -15.99% |