CIK: 0001810099
申告総資産額
$10.5億
上位200銘柄を表示中（全207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 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.88% | -0.29% | EXIT | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.86% | — | +15.41% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.81% | — | +1.63% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.16% | — | +3.69% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.10% | — | +5.05% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.94% | -0.17% | +18.79% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.76% | — | +4.41% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.74% | — | +1.30% | |
| 9 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.70% | — | +5.19% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.53% | — | +18.29% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.51% | — | -0.35% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.42% | — | +7.19% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.42% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.36% | -1.34% | -7.18% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.36% | — | — | |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.32% | +1.35% | NEW | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | — | +2.76% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.28% | — | +2.52% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.27% | — | +16.16% | |
| 20 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.23% | — | +15.82% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | — | +19.23% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.17% | — | +5.12% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.14% | — | +1.78% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.12% | — | +4.61% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.08% | — | +2.46% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 1.07% | +0.34% | +6.71% | |
| 27 | PSX | Phillips 66 | 株式-エネルギー | 1.06% | — | +1.79% | |
| 28 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.04% | — | -13.46% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.03% | — | +11.33% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.99% | — | -13.64% | |
| 31 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.97% | — | +0.68% | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.94% | — | -6.84% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.91% | — | +14.09% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.90% | — | -13.46% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.89% | — | +4.26% | |
| 36 | USB | US Bancorp | 株式-金融 | 0.88% | — | +8.59% | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 0.87% | — | +7.55% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.87% | -0.33% | +15.86% | |
| 39 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.86% | — | -13.60% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.83% | — | +1.56% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | -3.60% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.80% | — | +10.33% | |
| 43 | S76 | Store Capital CORP | 株式-その他 | 0.79% | — | -5.82% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.79% | — | -3.08% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.79% | — | +0.14% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.78% | — | -3.42% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.78% | -0.80% | +3.21% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | — | +6.33% | |
| 49 | NEM | Newmont CORP | 株式-素材 | 0.72% | — | +20.70% | |
| 50 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-その他 | 0.71% | — | -13.63% |