CIK: 0001729428
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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.67% | — | -1.85% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.71% | — | +0.15% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.42% | — | -2.41% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.37% | — | -0.36% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.26% | — | -1.08% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.18% | — | -0.08% | |
| 7 | PIE | Invesco Dorsey Wright Emergi | ETF-その他 | 1.88% | — | +0.49% | |
| 8 | WM | Waste Management INC | 株式-資本財 | 1.75% | — | +0.35% | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.61% | — | +0.74% | |
| 10 | SNPS | Synopsys INC | 株式-IT | 1.60% | — | -8.29% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.56% | — | +1.38% | |
| 12 | PAYX | Paychex INC | 株式-IT | 1.56% | — | +0.73% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.52% | — | +1.05% | |
| 14 | LNT | Alliant Energy CORP | 株式-公益事業 | 1.51% | — | +1.20% | |
| 15 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.49% | — | -7.59% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.48% | — | +1.71% | |
| 17 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.46% | — | +0.89% | |
| 18 | SO | Southern Co/the | 株式-公益事業 | 1.45% | — | +1.07% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.44% | — | -7.17% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 1.41% | — | +1.66% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.41% | +0.40% | +2.16% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.41% | — | +1.86% | |
| 23 | FISV | Fiserv INC | 株式-その他 | 1.41% | — | -6.99% | |
| 24 | ED | Consolidated Edison INC | 株式-公益事業 | 1.40% | — | +1.59% | |
| 25 | PIZ | Invesco Dorsey Wright Develo | ETF-その他 | 1.39% | — | -0.75% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.39% | — | +1.90% | |
| 27 | ECL | Ecolab INC | 株式-素材 | 1.37% | — | -7.88% | |
| 28 | ETN | Eaton Corporation plc | 株式-資本財 | 1.34% | — | +2.00% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.31% | -0.90% | +0.34% | |
| 30 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.29% | — | -7.09% | |
| 31 | SCI | Service CORP International | 株式-一般消費財 | 1.27% | — | -6.80% | |
| 32 | AMT | American Tower CORP | 株式-不動産 | 1.27% | — | -4.75% | |
| 33 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.25% | — | -1.64% | |
| 34 | PRU | Prudential Financial INC | 株式-金融 | 1.22% | — | +2.38% | |
| 35 | T | At&t INC | 株式-通信サービス | 1.22% | — | +2.95% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | -5.34% | |
| 37 | JKHY | Jack Henry & Associates INC | 株式-IT | 1.21% | — | -6.21% | |
| 38 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.19% | — | +3.70% | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.19% | +1.19% | NEW | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.17% | — | — | |
| 41 | TMK | Torchmark CORP | 株式-その他 | 1.14% | — | -4.86% | |
| 42 | OSK | Oshkosh CORP | 株式-資本財 | 1.13% | +0.68% | NEW | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 1.13% | — | -2.39% | |
| 44 | WU | Western Union Co | 株式-金融 | 1.13% | — | +3.94% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | — | +5.38% | |
| 46 | CMS | Cms Energy CORP | 株式-公益事業 | 1.07% | — | -2.94% | |
| 47 | AFG | American Financial Group INC | 株式-金融 | 1.05% | — | -3.10% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.03% | — | -2.00% | |
| 49 | DAR | Darling Ingredients INC | 株式-生活必需品 | 1.01% | — | -3.27% | |
| 50 | NDAQ | Nasdaq INC | 株式-金融 | 1.01% | — | — |