CIK: 0001810099
申告総資産額
$10.5億
| # | 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.83% | — | +7.72% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.89% | — | -3.54% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.84% | — | -1.31% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.72% | — | +261.83% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.64% | — | +2.75% | |
| 6 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.58% | -0.29% | EXIT | |
| 7 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 2.34% | — | +3570.48% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.12% | — | +15.34% | |
| 9 | VONE | Vanguard Russell 1000 | ETF-その他 | 2.01% | — | +82.44% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.99% | — | +39.81% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.89% | — | +22.96% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.85% | — | +230.25% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.65% | -1.34% | -24.26% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.17% | +5.86% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.46% | — | +2.44% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.45% | — | -29.06% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | — | +7.08% | |
| 18 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.29% | — | +3.13% | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 1.25% | -0.33% | -9.95% | |
| 20 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.20% | — | +14.93% | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.20% | — | -8.28% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.18% | — | -7.47% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.16% | — | +1.71% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.15% | — | +25.08% | |
| 25 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-その他 | 1.14% | — | -0.83% | |
| 26 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.09% | — | +25.82% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 1.08% | +0.34% | -13.94% | |
| 28 | GBX | Greenbrier Companies INC | 株式-その他 | 1.08% | — | -1.92% | |
| 29 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.08% | — | +3.43% | |
| 30 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 1.07% | — | +6.86% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 1.06% | -0.28% | -0.84% | |
| 32 | DRI | Darden Restaurants INC | 株式-一般消費財 | 1.02% | — | -1.80% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.01% | — | +20.85% | |
| 34 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.98% | — | +26.66% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.98% | — | +31.97% | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 0.96% | — | +5.89% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.95% | — | +12.53% | |
| 38 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.94% | — | -1.56% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.93% | — | -8.55% | |
| 40 | CSX | Csx CORP | 株式-資本財 | 0.92% | — | +4.48% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.92% | — | -2.74% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.91% | — | +21.80% | |
| 43 | VOX | Vanguard Communication Servi | ETF-その他 | 0.89% | — | +107.21% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.87% | — | -5.92% | |
| 45 | PGX | Invesco Preferred ETF | ETF-その他 | 0.87% | — | — | |
| 46 | GRMN | Garmin Ltd. | 株式-IT | 0.87% | — | -0.92% | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.86% | — | — | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.86% | -0.80% | -0.68% | |
| 49 | PAYX | Paychex INC | 株式-IT | 0.86% | — | +2.51% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | +5.03% |