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 | 9.42% | -0.33% | +22.55% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.08% | -0.45% | +22.28% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.54% | +0.40% | +27.15% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.43% | -0.38% | +271.77% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.82% | +0.61% | +43.89% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.17% | +0.24% | +386.68% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 4.88% | -1.11% | +88.07% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.85% | +0.18% | +5.27% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 3.39% | -0.12% | +30.67% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.84% | -0.05% | +20.98% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.70% | -0.51% | +36.62% | |
| 12 | GJUL | Ft Vest US Equity Moderate B | ETF-その他 | 2.66% | -0.54% | — | |
| 13 | FTCS | First Trust Capital Strength | ETF-その他 | 2.05% | -0.94% | +43.14% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.94% | +0.12% | +2.15% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.77% | -0.01% | +10.28% | |
| 16 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 1.72% | -0.04% | -4.06% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.59% | +0.31% | +15.58% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.48% | +0.02% | +26.79% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | +0.08% | +6.16% | |
| 20 | PH | Parker Hannifin CORP | 株式-資本財 | 1.34% | -0.06% | +5.84% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | +0.11% | +10.75% | |
| 23 | ETN | Eaton Corporation plc | 株式-資本財 | 1.01% | +0.02% | +12.24% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.94% | -0.02% | +6443.33% | |
| 25 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.93% | — | -0.19% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.81% | — | -4.41% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.77% | +0.03% | -5.32% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | — | +4.99% | |
| 29 | ADI | Analog Devices INC | 株式-IT | 0.76% | +0.04% | +0.73% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | +5.80% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | +0.01% | -0.45% | |
| 32 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.67% | — | -0.34% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | +0.17% | +39.51% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.60% | — | +2.52% | |
| 35 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.52% | — | +2.38% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | +0.05% | +7.09% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.50% | — | +2.32% | |
| 38 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 0.50% | +0.36% | — | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.49% | — | +4.27% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.48% | — | +9.27% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | +0.39% | +13.92% | |
| 42 | CSX | Csx CORP | 株式-資本財 | 0.43% | — | -5.31% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | +0.21% | +36.76% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.40% | — | -11.81% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.39% | — | +1.91% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.37% | +0.04% | +59.73% | |
| 47 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.36% | — | +3.56% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.35% | — | +0.26% | |
| 49 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.33% | — | — | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.30% | — | +5.11% |