CIK: 0001780607
申告総資産額
$7.2億
上位200銘柄を表示中（全255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 | 7.80% | — | -2.05% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.88% | — | +75.84% | |
| 3 | MATX | Matson INC | 株式-資本財 | 3.55% | — | -0.66% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 2.88% | — | -4.90% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.43% | — | -2.30% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.33% | — | -3.00% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.32% | — | -12.32% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.28% | — | -5.24% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.21% | — | -2.63% | |
| 10 | HYI | Western Asset High Yield Opportunity Fund Inc. | 株式-その他 | 1.89% | — | -2.77% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.72% | — | -19.98% | |
| 12 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 1.58% | — | -12.36% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | — | -3.80% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.31% | — | +47.81% | |
| 15 | RTX | Rtx CORP | 株式-資本財 | 1.22% | — | -4.51% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.17% | — | — | |
| 17 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.11% | — | +44.36% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.04% | — | +31.59% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.01% | — | -7.86% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.97% | — | — | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.96% | — | +1.70% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | — | -7.20% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.95% | — | -2.21% | |
| 24 | SRE | Sempra | 株式-公益事業 | 0.95% | — | +2.87% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | -2.30% | |
| 26 | TEL | TE Connectivity plc | 株式-IT | 0.86% | — | +4.23% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.85% | — | -13.40% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | — | +1.18% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.77% | — | +3.48% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | — | +1.33% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | -4.57% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | — | -1.88% | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.71% | — | -4.41% | |
| 34 | SQLV | Royce Quant Small-cap Qualit | ETF-その他 | 0.70% | — | -6.30% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.68% | — | +7.21% | |
| 36 | ALEX | Alexander & Baldwin INC | 株式-その他 | 0.68% | — | — | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.66% | — | -2.83% | |
| 38 | LIN | Linde plc | 株式-素材 | 0.65% | — | +15.66% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.63% | — | +1.85% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.62% | — | +6.54% | |
| 41 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.60% | — | -13.17% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | -7.92% | |
| 43 | ENB | Enbridge INC | 株式-エネルギー | 0.58% | — | -0.93% | |
| 44 | LVHI | Franklin International Low V | ETF-その他 | 0.58% | — | +0.14% | |
| 45 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.57% | — | -5.71% | |
| 46 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.56% | — | -11.31% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.54% | — | -5.63% | |
| 48 | COP | Conocophillips | 株式-エネルギー | 0.52% | — | -2.38% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +4.30% | |
| 50 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.50% | — | +32.11% |