CIK: 0001803898
申告総資産額
$4.3億
上位200銘柄を表示中（全270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 | CI | THE Cigna Group | 株式-ヘルスケア | 24.86% | -2.11% | +12.31% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 11.92% | — | +4509.36% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 10.00% | -3.97% | +62.27% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.42% | — | -8.93% | |
| 5 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 5.85% | — | -1.83% | |
| 6 | MBB | Ishares Mbs ETF | ETF-その他 | 5.69% | — | +4.83% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.69% | -0.38% | -0.59% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 3.21% | -0.30% | -0.68% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | -0.40% | +123.09% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.27% | -0.37% | -6.54% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.19% | -0.27% | -1.34% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.77% | — | -3.97% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.62% | -0.36% | -8.30% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.32% | — | -2.00% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.70% | — | +3.37% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.66% | -0.20% | +10.47% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | — | -6.86% | |
| 18 | DUK | Duke Energy CORP | 株式-公益事業 | 0.60% | -0.06% | +0.58% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.57% | — | +135.59% | |
| 20 | FSKR | Fs Kkr Capital CORP Ii | 株式-その他 | 0.55% | — | — | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | -1.13% | |
| 22 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.45% | -0.37% | +16722.03% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.45% | — | — | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | -4.67% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.36% | — | +0.35% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.36% | -0.10% | — | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.36% | — | — | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | -0.01% | — | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.32% | — | — | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.29% | — | +1.12% | |
| 31 | FDX | Fedex CORP | 株式-資本財 | 0.29% | — | +0.19% | |
| 32 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.29% | — | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.29% | — | — | |
| 34 | ACN | Accenture plc | 株式-IT | 0.27% | -0.12% | +0.66% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.26% | — | +0.71% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.24% | — | — | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.23% | — | — | |
| 38 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.21% | -0.08% | +5.43% | |
| 39 | CMI | Cummins INC | 株式-資本財 | 0.20% | — | -6.55% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.20% | — | +1.75% | |
| 41 | XLF | Ss Financial Select Sector | ETF-その他 | 0.17% | — | -30.77% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.16% | — | -37.81% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.16% | — | — | |
| 44 | FAST | Fastenal Co | 株式-資本財 | 0.15% | -0.01% | — | |
| 45 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.13% | — | -34.77% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.13% | — | — | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.12% | +0.05% | +0.82% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.11% | — | +3.20% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.10% | — | -30.71% | |
| 50 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.10% | — | — |