CIK: 0001839307
申告総資産額
$5.4億
上位200銘柄を表示中（全248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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 24.45% | +5.02% | +5.63% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.75% | +0.15% | +5560.00% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.25% | — | +62.70% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.98% | — | +15.54% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.58% | — | — | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.14% | — | +5.15% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.41% | — | +4.38% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.33% | — | -14.06% | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.90% | — | -15.98% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.87% | — | -23.85% | |
| 11 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.85% | — | +4.23% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.68% | -0.23% | -45.57% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.59% | — | +4.28% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.49% | — | +36.67% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.45% | — | -16.81% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.42% | — | -15.87% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.28% | — | +23.59% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | — | +10.43% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.92% | — | +4.61% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.90% | — | +9.55% | |
| 21 | OGE | Oge Energy CORP | 株式-公益事業 | 0.87% | — | +12.73% | |
| 22 | PFG | Principal Financial Group | 株式-金融 | 0.86% | — | +6.90% | |
| 23 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.83% | — | +9.51% | |
| 24 | OKE | Oneok INC | 株式-エネルギー | 0.82% | — | +12.83% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | — | +15.09% | |
| 26 | D | Dominion Energy INC | 株式-公益事業 | 0.81% | — | +31.65% | |
| 27 | TFC | Truist Financial CORP | 株式-金融 | 0.79% | — | +14.28% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | +0.11% | -59.23% | |
| 29 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.78% | — | +9.15% | |
| 30 | SON | Sonoco Products Co | 株式-一般消費財 | 0.77% | — | +10.85% | |
| 31 | WMB | Williams Cos INC | 株式-エネルギー | 0.76% | — | +13.18% | |
| 32 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.74% | — | +7.77% | |
| 33 | ARCC | Ares Capital CORP | 株式-金融 | 0.74% | — | +8.96% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | +0.15% | +4.54% | |
| 35 | WPC | Wp Carey INC | 株式-不動産 | 0.72% | — | +11.74% | |
| 36 | UGI | Ugi CORP | 株式-公益事業 | 0.71% | — | +15.23% | |
| 37 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.71% | — | +6.75% | |
| 38 | NHI | Natl Health Investors INC | 株式-その他 | 0.70% | — | +12.95% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.68% | — | +8.05% | |
| 40 | UL | Unilever PLC | 株式-生活必需品 | 0.67% | — | +8.44% | |
| 41 | IP | International Paper Co | 株式-一般消費財 | 0.67% | — | +21.36% | |
| 42 | SO | Southern Co/the | 株式-公益事業 | 0.66% | — | +11.45% | |
| 43 | CCI | Crown Castle INC | 株式-不動産 | 0.64% | — | +14.70% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.62% | — | +9.17% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | — | +22.49% | |
| 46 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 0.59% | — | +12.59% | |
| 47 | VLO | Valero Energy CORP | 株式-エネルギー | 0.57% | — | +10.12% | |
| 48 | ASML | ASML Holding N.V. | 株式-IT | 0.54% | — | +39.98% | |
| 49 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.54% | — | +10.38% | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | — | — |