CIK: 0001646639
申告総資産額
$19.3億
| # | 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 40.33% | +1.96% | -6.55% | |
| 2 | XLE | Ss Energy Select Sector | ETF-その他 | 22.05% | -2.66% | +5.67% | |
| 3 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 12.06% | +0.46% | +0.69% | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 8.93% | +0.48% | +4.26% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 5.13% | — | -7.77% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.45% | +0.08% | +5.72% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.07% | +0.09% | +6.12% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.75% | -0.07% | — | |
| 9 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.62% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 0.52% | +0.14% | +15.60% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.46% | +0.09% | +16.10% | |
| 12 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.35% | — | +24.53% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.35% | -0.09% | +13.43% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.34% | — | +100.43% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.10% | +13.01% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.20% | — | +32.11% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | -0.02% | +1.94% | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.16% | — | +25.60% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.16% | — | — | |
| 20 | MZTI | Marzetti Company/the | 株式-生活必需品 | 0.15% | -0.02% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | — | +20.17% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.13% | -0.01% | +900.00% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.13% | +0.03% | +3.55% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.13% | — | +4.68% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.12% | -0.01% | +43.49% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | +0.03% | +10.96% | |
| 27 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.12% | +0.02% | -5.73% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.12% | — | +198.61% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.12% | +0.03% | +19.57% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.10% | -0.01% | -9.33% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | +0.04% | +40.98% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.09% | — | +5.49% | |
| 33 | MS | Morgan Stanley | 株式-金融 | 0.08% | — | +3.97% | |
| 34 | COP | Conocophillips | 株式-エネルギー | 0.08% | +0.02% | +10.60% | |
| 35 | YLDE | Franklin Clearbridge Enhance | ETF-その他 | 0.08% | — | +8.73% | |
| 36 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.08% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.07% | — | +126.87% | |
| 38 | EVCM | Evercommerce INC | 株式-その他 | 0.07% | — | — | |
| 39 | PRK | Park National CORP | 株式-その他 | 0.06% | — | +108.30% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.06% | +0.02% | +3.07% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.06% | — | +7.27% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.06% | — | -5.61% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.06% | — | +4.87% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.06% | +0.50% | +4.21% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.06% | — | -0.24% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.06% | -0.01% | -1.49% | |
| 47 | APD | Air Products & Chemicals INC | 株式-素材 | 0.06% | — | +0.21% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.05% | — | — | |
| 49 | ✓ | Eth | 株式-その他 | 0.05% | — | — | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.05% | — | +1.18% |