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 | 9.46% | -0.33% | +2.72% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.14% | -0.45% | +4.13% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.31% | -0.38% | +10.31% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.89% | +0.40% | +2.15% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.56% | +0.18% | -1.39% | |
| 6 | GMAR | Ft Vest US Equity Moderate B | ETF-その他 | 3.88% | — | +9.73% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.81% | +0.61% | +3.38% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.53% | +0.24% | +23.10% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.91% | -0.05% | +0.92% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.62% | -0.51% | +9.81% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.20% | +0.12% | -0.59% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.15% | -0.01% | -1.80% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.07% | — | +25.32% | |
| 14 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 2.05% | -0.04% | -2.45% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.86% | — | +2.41% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.68% | — | +32.73% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.66% | — | -0.43% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.57% | +0.31% | +0.17% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | +0.08% | -1.87% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.37% | — | +0.02% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.37% | +0.02% | +3.36% | |
| 22 | PH | Parker Hannifin CORP | 株式-資本財 | 1.29% | -0.06% | -0.73% | |
| 23 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.25% | — | -2.94% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.22% | +0.03% | -21.14% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.20% | — | -17.97% | |
| 26 | ADI | Analog Devices INC | 株式-IT | 1.12% | +0.04% | -1.97% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | -0.83% | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.02% | — | -2.84% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 1.00% | +0.01% | -0.86% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | +0.11% | -2.76% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | +0.02% | |
| 32 | CSX | Csx CORP | 株式-資本財 | 0.98% | — | -0.85% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.89% | — | — | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.87% | — | +0.01% | |
| 35 | ETN | Eaton Corporation plc | 株式-資本財 | 0.84% | +0.02% | +0.04% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.77% | — | -1.83% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | +0.03% | -15.57% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.72% | — | -2.80% | |
| 39 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.60% | — | +0.03% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | +0.21% | — | |
| 41 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.58% | — | — | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | +0.05% | +0.10% | |
| 43 | DG | Dollar General CORP | 株式-生活必需品 | 0.50% | — | -5.43% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | -11.48% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.47% | — | — | |
| 46 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.43% | — | -13.26% | |
| 47 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.42% | — | -1.45% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | — | -2.23% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.40% | — | +0.07% | |
| 50 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.40% | — | — |