CIK: 0001845445
申告総資産額
$7.6億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 8.52% | — | +1.14% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 4.92% | — | — | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.82% | — | -18.38% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.21% | — | +3512.93% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.89% | — | +0.26% | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.68% | — | +2.86% | |
| 7 | LNC | Lincoln National CORP | 株式-金融 | 1.65% | — | +7.11% | |
| 8 | CFG | Citizens Financial Group | 株式-金融 | 1.58% | — | +6.87% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.56% | — | +10.09% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.56% | — | +8.00% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.52% | — | +25.81% | |
| 12 | SWKS | Skyworks Solutions INC | 株式-IT | 1.48% | — | +16.00% | |
| 13 | C | Citigroup INC | 株式-金融 | 1.45% | — | +9.12% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.41% | — | +3.58% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.39% | — | +17.00% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.39% | — | +10.16% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.37% | — | +30.85% | |
| 18 | LECO | Lincoln Electric Holdings | 株式-資本財 | 1.36% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.32% | — | +14.38% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 1.29% | — | +6.54% | |
| 21 | HAS | Hasbro INC | 株式-一般消費財 | 1.28% | — | +6.28% | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 1.27% | — | +8.13% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.25% | — | -0.76% | |
| 24 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 1.17% | — | +29.40% | |
| 25 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.16% | — | +20.50% | |
| 26 | EG | Everest Group, Ltd. | 株式-金融 | 1.14% | — | +9.04% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.13% | — | +2.53% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.10% | — | +54.98% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.09% | — | +5.91% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | — | +14.99% | |
| 31 | PSX | Phillips 66 | 株式-エネルギー | 1.03% | — | +15.12% | |
| 32 | GD | General Dynamics CORP | 株式-資本財 | 1.02% | — | +1146.14% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | — | +12.24% | |
| 34 | NEM | Newmont CORP | 株式-素材 | 0.99% | — | +25.10% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | — | +15.76% | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.98% | — | +20.22% | |
| 37 | PRU | Prudential Financial INC | 株式-金融 | 0.94% | — | +13.79% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.93% | — | +0.25% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.92% | — | — | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.90% | — | -5.32% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.87% | — | +51.16% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.83% | — | +8.90% | |
| 43 | UL | Unilever PLC | 株式-生活必需品 | 0.76% | — | +0.36% | |
| 44 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.74% | — | +8.67% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.74% | — | +0.83% | |
| 46 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.70% | — | -1.46% | |
| 47 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.68% | — | +6.88% | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.66% | — | +8.55% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.63% | — | -3.98% | |
| 50 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.62% | — | +13.50% |