CIK: 0001810099
申告総資産額
$10.5億
上位200銘柄を表示中（全716銘柄）
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.26% | — | -3.47% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.22% | — | +5.18% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.12% | — | +4.09% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.04% | — | +4.82% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.97% | — | +5.39% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.85% | — | +5.13% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.34% | -0.17% | +2.66% | |
| 8 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 2.29% | — | -2.23% | |
| 9 | DUK | Duke Energy CORP | 株式-公益事業 | 2.28% | — | +1.25% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.11% | — | -9.71% | |
| 11 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 2.08% | — | +1.36% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.98% | — | +4.82% | |
| 13 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.98% | — | -8.59% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.92% | — | -5.58% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.92% | — | +4.76% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.82% | +0.35% | +2.80% | |
| 17 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.80% | — | +16.10% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.67% | — | +5.38% | |
| 19 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 1.65% | — | -11.62% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.59% | — | +8.25% | |
| 21 | C | Citigroup INC | 株式-金融 | 1.54% | — | -8.15% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.54% | — | +12.69% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.54% | -0.28% | +26.84% | |
| 24 | GM | General Motors Co | 株式-一般消費財 | 1.52% | — | +11.10% | |
| 25 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.47% | — | +21.07% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.38% | — | -13.42% | |
| 27 | TFC | Truist Financial CORP | 株式-金融 | 1.34% | — | — | |
| 28 | GRMN | Garmin Ltd. | 株式-IT | 1.33% | — | -8.66% | |
| 29 | INTC | Intel CORP | 株式-IT | 1.31% | — | +15.19% | |
| 30 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 1.27% | — | +14.52% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 1.27% | -0.80% | -12.21% | |
| 32 | VLO | Valero Energy CORP | 株式-エネルギー | 1.22% | — | +20.99% | |
| 33 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.22% | — | +9.93% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.18% | — | -4.47% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.12% | — | +4589.41% | |
| 36 | CF | Cf Industries Holdings INC | 株式-素材 | 1.11% | — | +17.67% | |
| 37 | S76 | Store Capital CORP | 株式-その他 | 1.07% | — | -10.98% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | — | +80.33% | |
| 39 | DRI | Darden Restaurants INC | 株式-一般消費財 | 1.01% | — | -6.04% | |
| 40 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.99% | — | +3.99% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.97% | — | +6.00% | |
| 42 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.96% | — | +6.75% | |
| 43 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-その他 | 0.92% | — | +6.31% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.91% | — | +6.87% | |
| 45 | UFS | Domtar CORP | 株式-その他 | 0.87% | — | -28.51% | |
| 46 | GLOF | Ishares Global Equity Factor | ETF-その他 | 0.86% | — | +8.92% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | — | -6.36% | |
| 48 | PSX | Phillips 66 | 株式-エネルギー | 0.81% | — | -19.78% | |
| 49 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.77% | — | +0.95% | |
| 50 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 0.76% | — | +17.15% |