CIK: 0001767343
申告総資産額
$5.4億
上位200銘柄を表示中（全219銘柄）
| # | 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 | 9.74% | -0.33% | -0.02% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.22% | -0.45% | +0.41% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 6.87% | +0.40% | -0.11% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.63% | -0.38% | +2.42% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.92% | +0.24% | +2.95% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.92% | +0.61% | +3.30% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.21% | +0.18% | -0.99% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 3.26% | -0.12% | — | |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 3.26% | -1.11% | +33.16% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.94% | -0.05% | +3.67% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.70% | -0.51% | +0.97% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.39% | +0.12% | -0.89% | |
| 13 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 2.18% | -0.04% | +0.10% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -0.01% | -2.13% | |
| 15 | FTCS | First Trust Capital Strength | ETF-その他 | 1.83% | -0.94% | — | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.61% | +0.31% | -0.13% | |
| 17 | PH | Parker Hannifin CORP | 株式-資本財 | 1.56% | -0.06% | -1.43% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | +0.08% | +1.91% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.42% | +0.02% | -2.37% | |
| 20 | ETN | Eaton Corporation plc | 株式-資本財 | 1.11% | +0.02% | — | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.05% | — | -2.78% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.04% | — | -6.23% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.04% | — | -2.55% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | +0.11% | +0.03% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.01% | +0.03% | -7.50% | |
| 26 | ADI | Analog Devices INC | 株式-IT | 1.01% | +0.04% | -0.56% | |
| 27 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.93% | — | -2.44% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.92% | — | -5.38% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.86% | — | -5.43% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | +0.01% | -6.63% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | +0.05% | -0.69% | |
| 32 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.61% | — | -1.13% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | -4.89% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.61% | — | -6.03% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.60% | — | +8.94% | |
| 36 | CSX | Csx CORP | 株式-資本財 | 0.60% | — | -11.43% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | — | -73.43% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.55% | — | -1.39% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.50% | +0.17% | +23.98% | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.50% | — | -3.50% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.49% | +0.05% | +198.91% | |
| 42 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.46% | — | — | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | +0.03% | -3.74% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | +0.39% | — | |
| 45 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.40% | — | — | |
| 46 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.37% | — | — | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.36% | — | -0.97% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | +0.21% | +6.51% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.32% | — | — | |
| 50 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.28% | +0.04% | — |