CIK: 0001767343
申告総資産額
$5.4億
上位200銘柄を表示中（全356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 | 8.89% | -0.33% | +4.15% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.66% | -0.45% | +6.38% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.37% | +0.40% | +6.56% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 6.90% | -1.11% | +23.09% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.05% | +0.61% | +11.52% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.42% | -0.38% | +2.78% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.26% | +0.24% | +10.41% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 3.37% | -0.12% | +10.04% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.90% | -0.05% | +8.65% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.87% | -0.51% | +10.83% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.70% | +0.18% | +0.36% | |
| 12 | GJUL | Ft Vest US Equity Moderate B | ETF-その他 | 2.23% | -0.54% | -4.48% | |
| 13 | FTCS | First Trust Capital Strength | ETF-その他 | 2.03% | -0.94% | — | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.01% | +0.31% | +27.27% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.80% | -0.01% | +1.14% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.75% | +0.12% | +0.23% | |
| 17 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 1.50% | -0.04% | -3.30% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.50% | +0.17% | +16.45% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.26% | +0.02% | -9.84% | |
| 20 | PH | Parker Hannifin CORP | 株式-資本財 | 1.18% | -0.06% | -1.34% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | +0.08% | +4.19% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | +0.11% | -1.21% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | -1.92% | |
| 24 | ETN | Eaton Corporation plc | 株式-資本財 | 0.86% | +0.02% | -1.40% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.84% | -0.02% | -0.18% | |
| 26 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 0.83% | +0.36% | +25.84% | |
| 27 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.75% | — | -2.29% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.67% | +0.05% | +19.98% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.67% | — | -1.81% | |
| 30 | ADI | Analog Devices INC | 株式-IT | 0.66% | +0.04% | -4.44% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.64% | +0.01% | -0.15% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | +0.53% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.55% | — | +0.02% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.55% | +0.03% | -4.29% | |
| 35 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.49% | — | — | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | -2.83% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | — | +1.37% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | +0.05% | +0.08% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | +0.21% | +4.75% | |
| 40 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.35% | +0.04% | +8.99% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | +0.39% | — | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.35% | — | -8.36% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.34% | +0.09% | — | |
| 44 | ACN | Accenture plc | 株式-IT | 0.33% | — | -4.95% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.32% | — | -2.45% | |
| 46 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.32% | — | +1400.36% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.32% | — | +5.34% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.32% | — | — | |
| 49 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.31% | — | -4.63% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.31% | — | +0.03% |