CIK: 0001826136
申告総資産額
$17.9億
上位200銘柄を表示中（全233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 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 6.25% | — | +1.23% | |
| 2 | HCRB | Hartford Core Bond ETF | ETF-その他 | 6.16% | — | -3.47% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.63% | — | +5.76% | |
| 4 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 3.70% | — | +1.40% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.48% | -0.31% | -0.54% | |
| 6 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 3.10% | — | +0.07% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.82% | -1.11% | +3.48% | |
| 8 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 2.61% | -0.20% | +1.46% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.23% | — | +5.88% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.23% | +0.14% | +6.80% | |
| 11 | GINN | Goldman Sachs Innovate Eqty | ETF-コモディティ | 1.74% | — | — | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.56% | — | +6.06% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | -0.28% | +0.80% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.50% | — | +4.36% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.49% | — | +0.74% | |
| 16 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 1.40% | — | +8.90% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.39% | -0.29% | +3.94% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.26% | — | -2.88% | |
| 19 | HNDL | Nasdaq 7 Handl Index ETF | ETF-テック型 | 1.25% | — | -17.47% | |
| 20 | IRT | Independence Realty Trust In | 株式-不動産 | 1.14% | — | -6.61% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.07% | — | +3.78% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.06% | — | -0.74% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | — | +1.81% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.93% | -0.29% | +2.82% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | -0.31% | +1983.76% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | — | -0.16% | |
| 27 | VLO | Valero Energy CORP | 株式-エネルギー | 0.85% | +0.49% | +0.50% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.84% | — | -2.97% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +1.75% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.83% | +3.61% | +2.57% | |
| 31 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.80% | — | +1.23% | |
| 32 | KEL | Kellanova | 株式-その他 | 0.74% | — | +1.68% | |
| 33 | ALL | Allstate CORP | 株式-金融 | 0.72% | — | +2.11% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.70% | -0.20% | +5.60% | |
| 35 | IT | Gartner INC | 株式-IT | 0.68% | — | +2.50% | |
| 36 | PSX | Phillips 66 | 株式-エネルギー | 0.67% | — | +2.76% | |
| 37 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.67% | — | +4.24% | |
| 38 | IRM | Iron Mountain INC | 株式-不動産 | 0.66% | — | +1.35% | |
| 39 | LDOS | Leidos Holdings INC | 株式-IT | 0.66% | — | +2.36% | |
| 40 | AIZ | Assurant INC | 株式-金融 | 0.65% | — | +2.16% | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.65% | — | +3.22% | |
| 42 | AFL | Aflac INC | 株式-金融 | 0.64% | — | +3.01% | |
| 43 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.63% | — | +3.07% | |
| 44 | CMS | Cms Energy CORP | 株式-公益事業 | 0.63% | — | +2.24% | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.62% | — | +2.86% | |
| 46 | GWW | Ww Grainger INC | 株式-資本財 | 0.61% | — | +3.37% | |
| 47 | EA | Electronic Arts INC | 株式-通信サービス | 0.61% | — | +3.51% | |
| 48 | CDW | Cdw Corp/de | 株式-IT | 0.59% | — | +3.35% | |
| 49 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.58% | — | -6.62% | |
| 50 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.58% | — | +4.85% |