CIK: 0001800535
申告総資産額
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| # | 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 | 8.12% | — | -1.21% | |
| 2 | MMM | 3m Co | 株式-資本財 | 5.65% | — | +1.93% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.85% | — | +1.69% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.93% | — | +33.31% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.74% | — | +1.91% | |
| 6 | CTVA | Corteva INC | 株式-素材 | 2.36% | — | -1.07% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.00% | — | -0.73% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.83% | — | +0.88% | |
| 9 | DAKT | Daktronics INC | 株式-その他 | 1.71% | — | +3.47% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.67% | — | +11.89% | |
| 11 | NOK | Nokia Corp-spon Adr | 株式-IT | 1.62% | — | +20.65% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.61% | — | -6.36% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.47% | — | +6.82% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.42% | — | -0.63% | |
| 15 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.41% | — | +15.03% | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 1.39% | — | -0.60% | |
| 17 | XEL | Xcel Energy INC | 株式-公益事業 | 1.28% | — | +1.65% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | — | +2.57% | |
| 19 | DCI | Donaldson Co INC | 株式-資本財 | 1.09% | — | -4.40% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.06% | — | -6.19% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | — | +81.74% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.96% | — | +19.65% | |
| 23 | FTA | First Trust L C Val Alp | ETF-その他 | 0.93% | — | -1.89% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.88% | — | -4.48% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.86% | — | +4.90% | |
| 26 | CRM | Salesforce INC | 株式-IT | 0.84% | — | +14.04% | |
| 27 | BUSE | First Busey CORP | 株式-その他 | 0.82% | — | -4.93% | |
| 28 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.79% | — | — | |
| 29 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.78% | — | +4.20% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.78% | — | -3.80% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.75% | — | -9.27% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.75% | — | +60.58% | |
| 33 | BND | Vanguard Total Bond Market | ETF-その他 | 0.74% | — | +11.32% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.73% | — | +0.03% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.72% | — | -1.64% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.71% | — | -5.93% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.69% | — | +7.46% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.68% | — | +1.21% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | — | +4.26% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.66% | — | -1.39% | |
| 41 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.66% | — | +10.15% | |
| 42 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.65% | — | +4.78% | |
| 43 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.65% | — | +1.57% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.63% | — | -1.88% | |
| 45 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.62% | — | -1.49% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.62% | — | +65.65% | |
| 47 | GWPH | Gw Pharmaceuticals LTD | 株式-その他 | 0.62% | — | -20.83% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.62% | — | +6.91% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.57% | — | -5.39% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +9.17% |