CIK: 0001910383
申告総資産額
$4.0億
| # | 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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 10.81% | -0.16% | +3.17% | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 8.05% | -0.12% | — | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 7.12% | -0.03% | +1.01% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.29% | -0.33% | +0.99% | |
| 5 | CCNR | Alps Corecommodity Ntrl Res | ETF-コモディティ | 3.88% | +0.56% | -1.76% | |
| 6 | DEW | Wisdomtree Global High Divid | ETF-その他 | 3.76% | — | +1.25% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.75% | -0.34% | +1.61% | |
| 8 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 3.11% | -2.61% | +1.06% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.61% | -0.05% | -1.02% | |
| 10 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.28% | -0.25% | +1.01% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.97% | -0.20% | -9.36% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.94% | +0.06% | +2.24% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.85% | -0.04% | +5.39% | |
| 14 | PH | Parker Hannifin CORP | 株式-資本財 | 1.79% | -0.31% | +3.35% | |
| 15 | LRCXEUR | Lam Research CORP | 株式-IT | 1.78% | -0.88% | -19.46% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.74% | +0.05% | +25.04% | |
| 17 | ETN | Eaton Corporation plc | 株式-資本財 | 1.73% | +0.21% | +5.23% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.73% | +0.01% | +2.42% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.73% | -0.02% | +4.71% | |
| 20 | T | At&t INC | 株式-通信サービス | 1.69% | +0.15% | +12.02% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.67% | -0.23% | +14.54% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 1.66% | -0.49% | -14.99% | |
| 23 | SMIG | Bahl & Gaynor S/m INC Growth | ETF-その他 | 1.58% | — | +0.09% | |
| 24 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.28% | -0.03% | -2.01% | |
| 25 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.27% | +0.25% | +6.83% | |
| 26 | AEP | American Electric Power | 株式-公益事業 | 1.23% | +0.13% | +15.68% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.22% | -0.24% | — | |
| 28 | KR | Kroger Co | 株式-生活必需品 | 1.21% | +0.12% | +24.81% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 1.15% | +0.07% | +16.96% | |
| 30 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.15% | — | +33.61% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.14% | -0.14% | +8.94% | |
| 32 | FITB | Fifth Third Bancorp | 株式-金融 | 1.14% | +0.01% | +4.75% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 1.12% | +0.23% | +4.07% | |
| 34 | PGR | Progressive CORP | 株式-金融 | 1.11% | -0.16% | +20.09% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | +0.07% | +5.75% | |
| 36 | RPM | Rpm International INC | 株式-素材 | 1.09% | +0.16% | +6.76% | |
| 37 | IBP | Installed Building Products | 株式-一般消費財 | 1.07% | — | -20.56% | |
| 38 | CRM | Salesforce INC | 株式-IT | 1.06% | -1.13% | +23.54% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.00% | +0.09% | +1.27% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.94% | -0.12% | +0.38% | |
| 41 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.60% | -0.07% | -22.14% | |
| 42 | PJP | Invesco Pharmaceuticals ETF | ETF-その他 | 0.58% | — | +4.19% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.57% | — | -4.79% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.54% | +0.03% | -7.61% | |
| 45 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.52% | +0.03% | -13.30% | |
| 46 | SHYM | Ishares Short Duration High | ETF-その他 | 0.46% | -0.08% | +291.07% | |
| 47 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.41% | -0.07% | +54.11% | |
| 48 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.36% | +0.02% | -12.72% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.36% | — | +0.02% | |
| 50 | DFIS | Dimensional International Sm | ETF-その他 | 0.20% | — | +168.73% |