CIK: 0001803898
申告総資産額
$4.3億
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 20.60% | -3.97% | +7.96% | |
| 2 | CI | THE Cigna Group | 株式-ヘルスケア | 20.14% | -2.11% | — | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.96% | — | — | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 5.31% | — | -49.12% | |
| 5 | MBB | Ishares Mbs ETF | ETF-その他 | 5.03% | — | -0.29% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.74% | -0.38% | -0.23% | |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 3.69% | +0.32% | +19.82% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.24% | -0.40% | +10.25% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 3.18% | -0.30% | -2.27% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.28% | -0.37% | -0.22% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.24% | — | +0.89% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.73% | -0.36% | -0.01% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.15% | -0.27% | — | |
| 14 | FSK | Fs Kkr Capital CORP | 株式-金融 | 1.03% | — | +4.43% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | -0.54% | +1.94% | |
| 16 | DUK | Duke Energy CORP | 株式-公益事業 | 1.01% | -0.06% | +13.36% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.74% | — | — | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.70% | -0.20% | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.69% | — | — | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | — | |
| 21 | ACN | Accenture plc | 株式-IT | 0.61% | -0.12% | — | |
| 22 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.59% | -0.37% | +6.36% | |
| 23 | CNRG | Ss Spdr S&p Kensho Clp ETF | ETF-その他 | 0.58% | — | +80.30% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | — | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.47% | — | — | |
| 26 | ADP | Automatic Data Processing | 株式-IT | 0.45% | — | — | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.40% | -0.10% | — | |
| 28 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.40% | — | — | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | — | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.38% | — | — | |
| 31 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.37% | — | — | |
| 32 | DG | Dollar General CORP | 株式-生活必需品 | 0.33% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | -0.01% | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | — | — | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.30% | — | — | |
| 36 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.26% | — | — | |
| 37 | XEL | Xcel Energy INC | 株式-公益事業 | 0.25% | — | — | |
| 38 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.24% | — | — | |
| 39 | FDX | Fedex CORP | 株式-資本財 | 0.24% | — | — | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.23% | — | — | |
| 41 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.23% | -0.08% | — | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.22% | — | — | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.22% | — | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-その他 | 0.20% | — | — | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.20% | -0.18% | — | |
| 46 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.19% | — | -5.80% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.19% | — | — | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.18% | — | — | |
| 49 | CMI | Cummins INC | 株式-資本財 | 0.17% | — | — | |
| 50 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.17% | — | — |