CIK: 0001810099
申告総資産額
$12.0億
| # | 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.53% | — | +4.93% | |
| 2 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.70% | +0.29% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.64% | — | -0.30% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.43% | — | +2.11% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.09% | — | +12.44% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.04% | +0.09% | +17.88% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.94% | -1.28% | EXIT | |
| 8 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.92% | — | +4.35% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.91% | — | +5.38% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.90% | — | — | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.80% | — | — | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.80% | +0.98% | NEW | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.77% | — | +3512.75% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.57% | — | +6.30% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.55% | — | +10.46% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.44% | — | +4.21% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.44% | — | +6.55% | |
| 18 | USB | US Bancorp | 株式-金融 | 1.38% | — | +69.42% | |
| 19 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.24% | — | +6.45% | |
| 20 | GBX | Greenbrier Companies INC | 株式-その他 | 1.18% | — | -2.75% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.13% | +0.21% | +12.45% | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 1.12% | — | +10.60% | |
| 23 | S76 | Store Capital CORP | 株式-その他 | 1.10% | — | +76.91% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.10% | — | +3.77% | |
| 25 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.09% | — | +13.83% | |
| 26 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.09% | — | +9.77% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.08% | +0.23% | +8.85% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.08% | +0.38% | -56.88% | |
| 29 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.07% | — | +2.41% | |
| 30 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-その他 | 1.07% | — | +3.28% | |
| 31 | DRI | Darden Restaurants INC | 株式-一般消費財 | 1.03% | — | -1.87% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.00% | +0.14% | -58.09% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.98% | — | +14.05% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.98% | — | +12.00% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.98% | — | +25.72% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | — | -8.71% | |
| 37 | VOX | Vanguard Communication Servi | ETF-その他 | 0.94% | — | +13.20% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.91% | — | -2.29% | |
| 39 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.89% | — | -2.11% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.88% | -0.29% | +1.62% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.87% | — | +24.56% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.87% | — | +0.62% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | — | -5.72% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.85% | — | -0.11% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.83% | — | -1.73% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.83% | +0.18% | -11.74% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.81% | — | +19.47% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.79% | — | +1.69% | |
| 49 | PGX | Invesco Preferred ETF | ETF-その他 | 0.79% | — | +7.63% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | +0.09% | +4.26% |