CIK: 0001767863
申告総資産額
$3.6億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 26.63% | — | +1.19% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 19.33% | — | -0.19% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.40% | — | -18.77% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.57% | — | — | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.55% | — | +4.92% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.63% | — | -39.78% | |
| 7 | PGF | Invesco Financial Preferred | ETF-その他 | 3.56% | — | +3136.97% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.65% | — | +1.67% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.90% | — | +240.40% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.56% | — | -7.32% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | — | +119.17% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.37% | — | +0.48% | |
| 13 | ACN | Accenture plc | 株式-IT | 0.94% | — | -4.49% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.92% | — | +0.07% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.86% | — | +0.10% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | +0.02% | |
| 17 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.79% | — | -2.47% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.63% | — | +0.71% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.63% | — | +0.02% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | +0.69% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | -19.38% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.49% | — | +6.74% | |
| 23 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.48% | — | — | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.43% | — | -33.36% | |
| 25 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.36% | — | +36.00% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.36% | — | -41.21% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.30% | — | — | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.28% | — | — | |
| 29 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.27% | — | — | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.25% | — | +2.01% | |
| 31 | FINS | Angel Oak Financ Strat INC | 株式-その他 | 0.22% | — | — | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.22% | — | -31.44% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.22% | — | -22.08% | |
| 34 | IEP | Icahn Enterprises LP | 株式-その他 | 0.20% | — | — | |
| 35 | NOW | Servicenow INC | 株式-IT | 0.19% | — | — | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.17% | — | -46.17% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.15% | — | -48.34% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.14% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | — | -3.51% | |
| 40 | TFC | Truist Financial CORP | 株式-金融 | 0.14% | — | +13.40% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.14% | — | — | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.13% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | — | — | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.12% | — | +4.31% | |
| 45 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.12% | — | +2.42% | |
| 46 | DOCU | Docusign INC | 株式-IT | 0.12% | — | — | |
| 47 | RNG | Ringcentral Inc-class A | 株式-IT | 0.12% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.12% | — | +2.20% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.11% | — | +3.39% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | — | -1.51% |