CIK: 0001750924
申告総資産額
$5.3億
| # | 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 | 24.46% | — | +1.73% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 17.42% | -0.28% | +10.34% | |
| 3 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 12.02% | — | -7.60% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.14% | — | +6.73% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.65% | — | -6.63% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.72% | — | -3.41% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.42% | — | +4.19% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.30% | — | -3.15% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 1.24% | — | +64.02% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.09% | — | +1.56% | |
| 11 | SO | Southern Co/the | 株式-公益事業 | 0.97% | — | +3.56% | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.94% | — | +5.00% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.28% | -3.14% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | +1081.32% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | +11.25% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.84% | -0.32% | +6.66% | |
| 17 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.82% | — | +6.85% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | -0.34% | +18.71% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | +0.26% | |
| 20 | XEL | Xcel Energy INC | 株式-公益事業 | 0.73% | — | +5.28% | |
| 21 | HSY | Hershey Co/the | 株式-生活必需品 | 0.72% | — | +6.14% | |
| 22 | RSG | Republic Services INC | 株式-資本財 | 0.70% | — | +5.99% | |
| 23 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.69% | — | +6.31% | |
| 24 | AEP | American Electric Power | 株式-公益事業 | 0.69% | — | +5.59% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.69% | — | +19.04% | |
| 26 | EVRG | Evergy INC | 株式-公益事業 | 0.66% | — | +8.35% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | +6.64% | |
| 28 | ES | Eversource Energy | 株式-公益事業 | 0.63% | — | +8.42% | |
| 29 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.60% | — | +8.10% | |
| 30 | DUK | Duke Energy CORP | 株式-公益事業 | 0.58% | — | +9.70% | |
| 31 | DTE | Dte Energy Company | 株式-公益事業 | 0.56% | — | +9.67% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.54% | — | +11.96% | |
| 33 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.52% | — | +11.38% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.52% | — | -27.48% | |
| 35 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.49% | — | +12.36% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.48% | — | — | |
| 37 | URTH | Ishares Msci World ETF | ETF-その他 | 0.45% | — | -2.02% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.41% | — | -4.99% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.38% | — | -9.68% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | -4.07% | |
| 41 | VFC | Vf CORP | 株式-一般消費財 | 0.35% | — | +0.16% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.33% | — | +32.16% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.32% | — | +1.32% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.32% | — | -2.05% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.31% | — | +2.06% | |
| 46 | ED | Consolidated Edison INC | 株式-公益事業 | 0.30% | — | +0.42% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | — | -72.64% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.28% | — | -5.67% | |
| 49 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.27% | — | +47.52% | |
| 50 | ORI | Old Republic Intl CORP | 株式-金融 | 0.24% | — | -1.85% |