CIK: 0001767343
申告総資産額
$5.4億
上位200銘柄を表示中（全354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 | 9.56% | -0.33% | +3.18% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.08% | -0.45% | +1.35% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 6.78% | +0.40% | +2.04% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 6.49% | -1.11% | +35.17% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.45% | -0.38% | +0.37% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.70% | +0.61% | +4.94% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.73% | +0.24% | +4.36% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.38% | +0.18% | +1.58% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 3.37% | -0.12% | +9.12% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.93% | -0.05% | +6.76% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.76% | -0.51% | +1.27% | |
| 12 | GJUL | Ft Vest US Equity Moderate B | ETF-その他 | 2.52% | -0.54% | -1.13% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.22% | +0.12% | +0.05% | |
| 14 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 1.61% | -0.04% | +0.58% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.01% | +1.64% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.49% | +0.31% | +10.50% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.47% | +0.02% | +6.41% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.26% | +0.17% | +135.26% | |
| 19 | PH | Parker Hannifin CORP | 株式-資本財 | 1.21% | -0.06% | -3.57% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | +0.11% | +7.57% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | +0.08% | +0.03% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | -3.30% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.88% | -0.02% | +0.64% | |
| 24 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.79% | — | +0.51% | |
| 25 | ETN | Eaton Corporation plc | 株式-資本財 | 0.77% | +0.02% | -4.06% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | +0.01% | -1.99% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.73% | — | -3.61% | |
| 28 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 0.69% | +0.36% | +48.69% | |
| 29 | ADI | Analog Devices INC | 株式-IT | 0.68% | +0.04% | -2.88% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | -4.21% | |
| 31 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.65% | — | -2.73% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | -6.29% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | +0.03% | -10.14% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | +0.05% | -2.21% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.54% | — | -3.21% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.50% | — | +3.66% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.45% | +0.05% | +101.92% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.42% | — | -1.64% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | +0.21% | +16.71% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | -12.50% | |
| 41 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.39% | — | +0.48% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.36% | — | -2.93% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | +0.39% | +3.35% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.35% | +0.04% | -1.18% | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.35% | — | -2.62% | |
| 46 | CSX | Csx CORP | 株式-資本財 | 0.35% | — | -8.86% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.34% | — | -4.93% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.34% | — | -0.94% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | +0.03% | -5.10% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.27% | — | -7.14% |