CIK: 0001692632
申告総資産額
$6.2億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.00% | -0.66% | +595.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.67% | — | +11.15% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.17% | +0.76% | +3.16% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.68% | +0.10% | +11.90% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.94% | +0.38% | +12.22% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.76% | +0.09% | +0.86% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.45% | +0.15% | +2.00% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.26% | -0.69% | +0.61% | |
| 9 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.93% | — | — | |
| 10 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 1.67% | — | — | |
| 11 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.50% | — | +2.51% | |
| 12 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 1.50% | -0.13% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | — | — | |
| 14 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.10% | — | +8.24% | |
| 15 | PM | Philip Morris International | 株式-生活必需品 | 1.00% | — | +9.06% | |
| 16 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.96% | — | +4.37% | |
| 17 | SO | Southern Co/the | 株式-公益事業 | 0.87% | — | +0.92% | |
| 18 | ENB | Enbridge INC | 株式-エネルギー | 0.87% | +0.11% | -0.34% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | — | +1.91% | |
| 20 | DUK | Duke Energy CORP | 株式-公益事業 | 0.80% | — | +10.62% | |
| 21 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.79% | — | — | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | +0.11% | +0.76% | |
| 23 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.78% | -0.30% | +13.96% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | +112.60% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | — | -22.39% | |
| 26 | WMB | Williams Cos INC | 株式-エネルギー | 0.72% | — | +5.62% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.70% | — | +11.13% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.69% | -0.14% | -0.13% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.68% | — | +7.38% | |
| 30 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.68% | — | +35.52% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.66% | +0.13% | -0.72% | |
| 32 | BCE | Bce INC | 株式-通信サービス | 0.65% | — | -1.64% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | +0.23% | -2.42% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.64% | — | +12.05% | |
| 35 | CTAS | Cintas CORP | 株式-資本財 | 0.62% | — | +20.69% | |
| 36 | XEL | Xcel Energy INC | 株式-公益事業 | 0.61% | — | +0.29% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | +0.41% | +8.46% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | +0.25% | -36.02% | |
| 39 | IEX | Idex CORP | 株式-資本財 | 0.56% | — | +43.95% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | -11.46% | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.54% | — | +10.96% | |
| 42 | ROP | Roper Technologies INC | 株式-IT | 0.53% | — | +41.87% | |
| 43 | D | Dominion Energy INC | 株式-公益事業 | 0.53% | — | -5.08% | |
| 44 | CCI | Crown Castle INC | 株式-不動産 | 0.53% | — | -7.15% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | +21.81% | |
| 46 | INTU | Intuit INC | 株式-IT | 0.51% | -0.31% | -5.84% | |
| 47 | PNC | Pnc Financial Services Group | 株式-金融 | 0.51% | — | +14.90% | |
| 48 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 0.50% | — | -10.34% | |
| 49 | DAKT | Daktronics INC | 株式-その他 | 0.49% | -0.77% | -34.61% | |
| 50 | CLX | Clorox Company | 株式-生活必需品 | 0.48% | — | +1.79% |