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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.70% | — | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.60% | — | +9.77% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.84% | — | -14.53% | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 4.02% | — | +151.30% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.35% | — | -22.05% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.97% | — | -5.42% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.43% | — | +207.62% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.15% | -0.90% | +1.93% | |
| 9 | NUE | Nucor CORP | 株式-素材 | 1.70% | — | -2.51% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.68% | — | -8.98% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.67% | — | +1.60% | |
| 12 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.49% | — | -46.14% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 1.48% | +0.40% | +3.38% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | — | +23.88% | |
| 15 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.35% | — | +1.29% | |
| 16 | WM | Waste Management INC | 株式-資本財 | 1.27% | — | -6.53% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.23% | — | -61.79% | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.18% | — | -6.39% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.17% | — | +260.66% | |
| 20 | GWW | Ww Grainger INC | 株式-資本財 | 1.17% | — | +0.26% | |
| 21 | MUSA | Murphy USA INC | 株式-一般消費財 | 1.13% | — | -4.03% | |
| 22 | SCI | Service CORP International | 株式-一般消費財 | 1.11% | — | +2.51% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.09% | — | +5.25% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.08% | — | -25.61% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.06% | — | -5.43% | |
| 26 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.03% | — | +0.42% | |
| 27 | EMR | Emerson Electric Co | 株式-資本財 | 0.97% | — | +3.47% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.95% | — | — | |
| 29 | STLD | Steel Dynamics INC | 株式-素材 | 0.94% | — | +0.26% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | +0.42% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | — | +27.68% | |
| 32 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.91% | — | +3.86% | |
| 33 | DOV | Dover CORP | 株式-資本財 | 0.89% | — | +3.46% | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.87% | — | -2.06% | |
| 35 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.84% | — | -0.14% | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.82% | — | -0.39% | |
| 37 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.81% | — | +3.64% | |
| 38 | SEIC | Sei Investments Company | 株式-金融 | 0.81% | — | +1.48% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.80% | +1.12% | NEW | |
| 40 | DG | Dollar General CORP | 株式-生活必需品 | 0.80% | — | +1.90% | |
| 41 | DOW | Dow INC | 株式-素材 | 0.79% | — | +16.89% | |
| 42 | EOG | Eog Resources INC | 株式-エネルギー | 0.74% | — | +0.32% | |
| 43 | COKE | Coca-cola Consolidated INC | 株式-生活必需品 | 0.74% | — | — | |
| 44 | UGI | Ugi CORP | 株式-公益事業 | 0.73% | — | +15.73% | |
| 45 | TROW | T Rowe Price Group INC | 株式-金融 | 0.72% | — | +8.19% | |
| 46 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.71% | — | +7.59% | |
| 47 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.70% | — | +3.06% | |
| 48 | LPX | Louisiana-pacific CORP | 株式-資本財 | 0.68% | — | +3.17% | |
| 49 | BLDR | Builders Firstsource INC | 株式-資本財 | 0.66% | — | +5.84% | |
| 50 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.66% | — | +0.63% |