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 | 26.05% | — | +0.98% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 18.36% | — | +1.16% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.36% | — | +14.30% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 9.35% | — | +22.39% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.23% | — | +0.02% | |
| 6 | PGF | Invesco Financial Preferred | ETF-その他 | 3.80% | — | +21.76% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.20% | — | -7.79% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.63% | — | +0.30% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.84% | — | -0.85% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.74% | — | -0.39% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.22% | — | -0.94% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | -0.17% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.92% | — | -1.85% | |
| 14 | ACN | Accenture plc | 株式-IT | 0.92% | — | -0.84% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.84% | — | +0.36% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | — | -0.91% | |
| 17 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.64% | — | -9.49% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.63% | — | +0.33% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.62% | — | +0.02% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | +11.33% | |
| 22 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.46% | — | +64.13% | |
| 23 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.46% | — | — | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | — | -0.68% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.41% | — | -2.49% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.34% | — | -2.38% | |
| 27 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.28% | — | — | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.27% | — | — | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.26% | — | — | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.19% | — | — | |
| 31 | NOW | Servicenow INC | 株式-IT | 0.18% | — | — | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.18% | — | -6.72% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.17% | — | -17.28% | |
| 34 | SO | Southern Co/the | 株式-公益事業 | 0.16% | — | -0.40% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | — | -3.94% | |
| 36 | U | Unity Software INC | 株式-IT | 0.14% | — | — | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.14% | — | +0.06% | |
| 38 | ABCB | Ameris Bancorp | 株式-金融 | 0.14% | — | — | |
| 39 | RNG | Ringcentral Inc-class A | 株式-IT | 0.14% | — | — | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.13% | — | +1.60% | |
| 41 | TFC | Truist Financial CORP | 株式-金融 | 0.13% | — | -10.92% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | — | — | |
| 43 | SE | Sea Ltd-adr | 株式-通信サービス | 0.13% | — | — | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.13% | — | -4.55% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.13% | — | — | |
| 46 | DOCU | Docusign INC | 株式-IT | 0.12% | — | +15.38% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.12% | — | — | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.11% | — | — | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.11% | — | +100.00% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.10% | — | -3.10% |