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 | 9.64% | -0.33% | +5.59% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.39% | -0.45% | +10.71% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.21% | -0.38% | +32.05% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.49% | +0.40% | +10.59% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.24% | +0.18% | -0.53% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.67% | +0.61% | -42.21% | |
| 7 | GMAR | Ft Vest US Equity Moderate B | ETF-その他 | 3.65% | — | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.96% | -0.05% | -4.08% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.69% | +0.24% | +80.12% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.53% | -0.51% | +56.01% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.17% | +0.12% | -3.02% | |
| 12 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 2.09% | -0.04% | +0.94% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.00% | -0.01% | -0.10% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.90% | — | +43.23% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.77% | — | -2.48% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.70% | — | +80.89% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.59% | +0.03% | -32.08% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.52% | — | -35.60% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.47% | +0.31% | -13.22% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.37% | — | -3.42% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | +0.08% | +0.04% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.33% | +0.02% | +0.08% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.31% | — | +191.77% | |
| 24 | ADI | Analog Devices INC | 株式-IT | 1.25% | +0.04% | -1.53% | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.25% | — | -1.03% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.24% | — | -21.79% | |
| 27 | PH | Parker Hannifin CORP | 株式-資本財 | 1.21% | -0.06% | -3.31% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | -0.30% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 1.05% | — | +0.05% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.04% | +0.01% | -2.58% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | +0.11% | -1.86% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.97% | — | -0.72% | |
| 33 | CSX | Csx CORP | 株式-資本財 | 0.93% | — | -4.15% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.88% | +0.03% | -11.12% | |
| 35 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.81% | — | -1.02% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.79% | — | — | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.77% | +0.02% | -0.32% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.72% | +0.05% | +0.08% | |
| 39 | DG | Dollar General CORP | 株式-生活必需品 | 0.71% | — | +0.02% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | -9.05% | |
| 41 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.64% | — | -0.68% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.63% | — | -5.30% | |
| 43 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.59% | — | -1.62% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.52% | — | -28.34% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | +0.21% | +9.97% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.47% | — | -1.03% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.47% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | — | -2.39% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.43% | — | -7.04% | |
| 50 | VFH | Vanguard Financials ETF | ETF-その他 | 0.43% | — | -27.45% |