CIK: 0001729051
申告総資産額
$2.7億
| # | 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 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 22.03% | +1.54% | +4.06% | |
| 2 | EMLP | First Trust North American E | ETF-その他 | 9.75% | -1.23% | +24.53% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.11% | -1.16% | +3.77% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 4.57% | -0.41% | — | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.52% | +0.33% | — | |
| 6 | LFUS | Littelfuse INC | 株式-IT | 3.17% | -0.34% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.66% | +0.57% | +0.03% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.04% | — | +0.18% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.89% | -0.17% | +1.53% | |
| 10 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 1.77% | — | +0.01% | |
| 11 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.60% | — | +1.22% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.45% | — | -5.85% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.31% | -0.04% | -4.80% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.31% | — | +42.93% | |
| 15 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.30% | -0.27% | +0.45% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.12% | -0.17% | -0.56% | |
| 17 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 1.12% | -0.04% | +1.37% | |
| 18 | AON | Aon plc | 株式-金融 | 1.03% | -0.09% | -15.89% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.03% | -0.06% | +12.07% | |
| 20 | CELG | Celgene CORP | 株式-その他 | 0.97% | — | — | |
| 21 | ✓ | Platform Specialty Prods Cor Com Added | 株式-その他 | 0.95% | — | — | |
| 22 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.87% | -0.06% | -1.69% | |
| 23 | ALRM | Alarm.com Holdings INC | 株式-その他 | 0.85% | — | — | |
| 24 | DE | Deere & Co | 株式-資本財 | 0.82% | -0.05% | — | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.78% | -0.11% | +3.32% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.74% | -0.07% | -1.23% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.72% | -0.06% | +0.73% | |
| 28 | BOX | Box INC - Class A | 株式-IT | 0.72% | — | — | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.71% | — | +15.24% | |
| 30 | SCL | Stepan Co | 株式-その他 | 0.69% | — | — | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.66% | — | +12.90% | |
| 32 | ALL | Allstate CORP | 株式-金融 | 0.59% | — | +0.05% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.55% | — | +0.04% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.53% | +0.98% | +59.40% | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.51% | — | +2.36% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | — | +0.04% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | +0.64% | |
| 38 | PML | PIMCO Municipal Income Fund II | 株式-その他 | 0.48% | — | +1.35% | |
| 39 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.45% | — | +6.65% | |
| 40 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.44% | — | +33.01% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.44% | -0.04% | +0.29% | |
| 42 | ITW | Illinois Tool Works | 株式-資本財 | 0.43% | — | -11.35% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | -0.07% | +5.84% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | — | — | |
| 45 | ENOV | Enovis Corporation | 株式-その他 | 0.41% | — | -18.11% | |
| 46 | AFG | American Financial Group INC | 株式-金融 | 0.41% | — | — | |
| 47 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.38% | — | +7.01% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.37% | — | +0.06% | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.37% | -0.08% | — | |
| 50 | PZZA | Papa John's Intl INC | 株式-その他 | 0.36% | -0.12% | +4.93% |