CIK: 0001928635
申告総資産額
$3.0億
| # | 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 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.69% | — | — | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.43% | — | — | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 2.39% | — | — | |
| 4 | AVGO | Broadcom INC | 株式-IT | 2.10% | — | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.07% | — | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.04% | — | — | |
| 7 | HRB | H&r Block INC | 株式-一般消費財 | 1.82% | — | — | |
| 8 | TXN | Texas Instruments INC | 株式-IT | 1.80% | — | — | |
| 9 | MBB | Ishares Mbs ETF | ETF-その他 | 1.68% | — | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.56% | — | — | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.47% | — | — | |
| 12 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.43% | — | — | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.43% | — | — | |
| 14 | AMGN | Amgen INC | 株式-ヘルスケア | 1.42% | +0.14% | — | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.36% | — | — | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.36% | — | — | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.36% | +0.37% | — | |
| 18 | MED | Medifast INC | 株式-その他 | 1.34% | — | — | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 1.26% | -0.35% | — | |
| 20 | EGOVEUR | Nic INC | 株式-その他 | 1.22% | — | — | |
| 21 | MO | Altria Group INC | 株式-生活必需品 | 1.18% | +0.17% | — | |
| 22 | NBHC | National Bank Hold-cl A | 株式-その他 | 1.18% | — | — | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.18% | — | — | |
| 24 | EIG | Employers Holdings INC | 株式-その他 | 1.17% | — | — | |
| 25 | VIRT | Virtu Financial Inc-class A | 株式-金融 | 1.16% | — | — | |
| 26 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 1.14% | — | — | |
| 27 | ALL | Allstate CORP | 株式-金融 | 1.12% | — | — | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.11% | — | — | |
| 29 | 2655957D | Premier Inc-class A | 株式-その他 | 1.11% | — | — | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 1.05% | — | — | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.04% | — | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 1.02% | — | — | |
| 33 | FTNT | Fortinet INC | 株式-IT | 1.01% | — | — | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 1.00% | — | — | |
| 35 | NEM | Newmont CORP | 株式-素材 | 1.00% | — | — | |
| 36 | UPBD | Upbound Group INC | 株式-その他 | 0.99% | — | — | |
| 37 | DOX | Amdocs Limited | 株式-IT | 0.99% | — | — | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.98% | +0.72% | — | |
| 39 | MZTI | Marzetti Company/the | 株式-生活必需品 | 0.96% | — | — | |
| 40 | TPR | Tapestry INC | 株式-一般消費財 | 0.96% | +0.17% | — | |
| 41 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.95% | — | — | |
| 42 | AMAT | Applied Materials INC | 株式-IT | 0.94% | — | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.93% | — | — | |
| 44 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.90% | — | — | |
| 45 | OGS | One Gas INC | 株式-公益事業 | 0.90% | — | — | |
| 46 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.88% | — | — | |
| 47 | FMC | Fmc CORP | 株式-素材 | 0.87% | — | — | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.86% | — | — | |
| 49 | HPQ | Hp INC | 株式-IT | 0.84% | — | — | |
| 50 | T | At&t INC | 株式-通信サービス | 0.84% | — | — |