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 | 18.70% | -9.03% | EXIT | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 7.94% | -4.03% | EXIT | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.20% | — | -0.95% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.22% | -3.69% | EXIT | |
| 5 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 4.62% | — | -5.63% | |
| 6 | HDV | Ishares Core High Dividend E | ETF-その他 | 3.63% | — | -18.37% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.49% | -4.90% | EXIT | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.93% | -8.60% | EXIT | |
| 9 | VTHR | Vanguard Russell 3000 | ETF-その他 | 2.09% | — | +5.29% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.04% | -1.15% | EXIT | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.63% | — | +59.51% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | -2.57% | EXIT | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.41% | -2.08% | EXIT | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.41% | -3.55% | EXIT | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.33% | -1.50% | EXIT | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.27% | -1.61% | EXIT | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.25% | — | -7.27% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.20% | -1.83% | EXIT | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.19% | -1.51% | EXIT | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.15% | -1.37% | EXIT | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | -0.89% | EXIT | |
| 22 | IYC | Ishares US Consumer Discreti | ETF-その他 | 0.97% | — | +9.76% | |
| 23 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.95% | — | -8.02% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | -0.58% | EXIT | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.87% | — | -2.09% | |
| 26 | DUK | Duke Energy CORP | 株式-公益事業 | 0.77% | -1.66% | EXIT | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.76% | — | +10.00% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -2.23% | EXIT | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | -0.20% | EXIT | |
| 30 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.66% | — | +22.88% | |
| 31 | CMP | Compass Minerals Internation | 株式-その他 | 0.60% | — | +7.24% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.60% | -0.79% | EXIT | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -1.33% | EXIT | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.56% | -1.75% | EXIT | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | -2.16% | EXIT | |
| 36 | RNST | Renasant CORP | 株式-その他 | 0.55% | -0.23% | EXIT | |
| 37 | IYT | Ishares US Transportation Et | ETF-その他 | 0.55% | — | +70.75% | |
| 38 | WELL | Welltower INC | 株式-不動産 | 0.51% | — | +1.88% | |
| 39 | CELG | Celgene CORP | 株式-その他 | 0.51% | — | +1.93% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.51% | — | -11.04% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.49% | — | +29.14% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | -0.62% | EXIT | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.47% | — | +0.83% | |
| 44 | PNC | Pnc Financial Services Group | 株式-金融 | 0.46% | -0.31% | EXIT | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.44% | -0.23% | EXIT | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.44% | — | -59.78% | |
| 47 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 0.43% | — | +0.71% | |
| 48 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.42% | — | +5.06% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.41% | — | -0.04% | |
| 50 | SO | Southern Co/the | 株式-公益事業 | 0.39% | -0.21% | EXIT |