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 | 28.14% | -9.03% | EXIT | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 8.31% | — | +0.34% | |
| 3 | HDV | Ishares Core High Dividend E | ETF-その他 | 8.22% | — | -5.30% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 7.22% | -4.03% | EXIT | |
| 5 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 6.59% | — | -1.07% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.58% | -3.69% | EXIT | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.52% | — | — | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.93% | -1.50% | EXIT | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.86% | -1.61% | EXIT | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.71% | — | +22.87% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.63% | — | — | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 1.52% | — | +13.74% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.44% | -2.08% | EXIT | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.30% | -1.15% | EXIT | |
| 15 | DUK | Duke Energy CORP | 株式-公益事業 | 1.24% | -1.66% | EXIT | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | -0.89% | EXIT | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.19% | -1.75% | EXIT | |
| 18 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.93% | — | -42.42% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.87% | -1.51% | EXIT | |
| 20 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.78% | — | +7.74% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.62% | -4.90% | EXIT | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | -0.58% | EXIT | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | -0.62% | EXIT | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | — | -10.35% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.47% | — | -44.70% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.44% | — | -3.42% | |
| 27 | PNC | Pnc Financial Services Group | 株式-金融 | 0.40% | -0.31% | EXIT | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.40% | — | +11.42% | |
| 29 | SO | Southern Co/the | 株式-公益事業 | 0.39% | -0.21% | EXIT | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.38% | — | +5.75% | |
| 31 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 0.36% | — | +0.79% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | -0.20% | EXIT | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.32% | — | -4.49% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.29% | -3.55% | EXIT | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | -2.16% | EXIT | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.29% | -0.23% | EXIT | |
| 37 | MBB | Ishares Mbs ETF | ETF-その他 | 0.29% | — | +2.77% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.27% | — | +22.60% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | -1.37% | EXIT | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | -1.33% | EXIT | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.25% | -0.29% | EXIT | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.25% | — | -4.66% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.25% | -0.79% | EXIT | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.23% | -0.49% | EXIT | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.23% | — | +3.90% | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.22% | — | — | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.22% | — | — | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.20% | — | — | |
| 49 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.19% | — | — | |
| 50 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.19% | — | — |