CIK: 0001843747
申告総資産額
$5.6億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 24.30% | -9.03% | EXIT | |
| 2 | HDV | Ishares Core High Dividend E | ETF-その他 | 10.24% | — | -0.93% | |
| 3 | UBS | UBS Group AG | 株式-金融 | 8.30% | — | +1.59% | |
| 4 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 8.26% | — | -16.95% | |
| 5 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 7.10% | — | +3.05% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.98% | -4.03% | EXIT | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.80% | -2.08% | EXIT | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.38% | -3.69% | EXIT | |
| 9 | WMB | Williams Cos INC | 株式-エネルギー | 2.56% | — | -7.11% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.40% | — | +0.12% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.69% | — | +5.71% | |
| 12 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.65% | -1.75% | EXIT | |
| 13 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.13% | — | +1.69% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.07% | -1.61% | EXIT | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 0.97% | -1.50% | EXIT | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.57% | — | +23.74% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | -0.58% | EXIT | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.49% | — | +5.20% | |
| 19 | PNC | Pnc Financial Services Group | 株式-金融 | 0.43% | -0.31% | EXIT | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | -0.62% | EXIT | |
| 21 | MO | Altria Group INC | 株式-生活必需品 | 0.39% | — | +0.10% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | — | +7.97% | |
| 23 | COP | Conocophillips | 株式-エネルギー | 0.37% | — | -5.91% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | -1.15% | EXIT | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | -0.20% | EXIT | |
| 26 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 0.32% | — | +0.74% | |
| 27 | WPXUSD | Wpx Energy INC | 株式-その他 | 0.30% | — | -5.32% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.29% | — | +4.42% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | -2.16% | EXIT | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | -0.89% | EXIT | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.25% | -0.18% | EXIT | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.25% | — | -43.10% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 0.24% | -0.21% | EXIT | |
| 34 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.23% | -0.23% | EXIT | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.22% | -3.55% | EXIT | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | -1.37% | EXIT | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.22% | -0.79% | EXIT | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | -1.51% | EXIT | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.21% | -0.49% | EXIT | |
| 40 | T | At&t INC | 株式-通信サービス | 0.21% | — | -2.67% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.21% | -0.27% | EXIT | |
| 42 | ETN | Eaton Corporation plc | 株式-資本財 | 0.20% | — | -5.09% | |
| 43 | ✓ | 株式-その他 | 0.19% | — | -10.67% | ||
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | -2.23% | EXIT | |
| 45 | AAPL | Apple INC | 株式-IT | 0.18% | -4.90% | EXIT | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.17% | — | — | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.17% | — | — | |
| 48 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.16% | — | -3.23% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.16% | -0.90% | EXIT | |
| 50 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.15% | — | — |