CIK: 0001767343
申告総資産額
$5.4億
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 6.64% | -0.33% | +12.54% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.88% | -0.45% | +20.40% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.60% | +0.61% | +10.02% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.51% | — | +8.01% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.04% | — | +3.16% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.99% | — | +3.83% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.81% | +0.18% | -0.21% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 3.66% | +0.40% | +7.89% | |
| 9 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 3.15% | — | +10.08% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.88% | +0.03% | +5.89% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.79% | — | +3.59% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.77% | -0.05% | +4.65% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.24% | +0.12% | -1.15% | |
| 14 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 1.86% | -0.04% | +10.71% | |
| 15 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.77% | — | +1.94% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.01% | +1.98% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.70% | — | +3.08% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.60% | -0.23% | -8.77% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.59% | — | +9.39% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.55% | +0.31% | +6.95% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.44% | +0.08% | -0.41% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.22% | — | +131.68% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.21% | — | -42.78% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.13% | — | -0.30% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | +0.03% | -5.46% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | — | +0.43% | |
| 27 | CSX | Csx CORP | 株式-資本財 | 1.03% | — | +0.24% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.02% | — | +0.56% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.00% | — | -2.27% | |
| 30 | PH | Parker Hannifin CORP | 株式-資本財 | 0.93% | -0.06% | -2.71% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.91% | — | +6.66% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.91% | +0.01% | -0.63% | |
| 33 | ADI | Analog Devices INC | 株式-IT | 0.90% | +0.04% | +2.63% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | +0.11% | +3.22% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | -1.53% | |
| 36 | DG | Dollar General CORP | 株式-生活必需品 | 0.80% | — | -1.49% | |
| 37 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.80% | — | +2.92% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.78% | — | +4.08% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.76% | — | +5.88% | |
| 40 | VFH | Vanguard Financials ETF | ETF-その他 | 0.70% | — | +3.93% | |
| 41 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.70% | — | -1.03% | |
| 42 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.68% | — | -1.62% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.66% | — | +7.78% | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.65% | — | -2.14% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | — | +10.40% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | +0.05% | +0.08% | |
| 47 | ETN | Eaton Corporation plc | 株式-資本財 | 0.60% | +0.02% | -7.05% | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.59% | +0.02% | +2.75% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.58% | — | -54.52% | |
| 50 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.58% | — | -1.68% |