CIK: 0001859918
申告総資産額
$18.9億
上位200銘柄を表示中（全209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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.57% | +0.15% | +7.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.97% | -0.24% | +8.97% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 4.99% | — | -0.45% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.69% | — | +4.24% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.37% | -0.14% | +8.36% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.89% | -0.07% | +4.08% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.76% | — | +8.03% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.68% | — | — | |
| 9 | ABEQ | Absolute Select Value ETF | ETF-その他 | 3.16% | — | -0.19% | |
| 10 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.62% | -0.37% | +3.80% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.55% | +0.09% | -0.17% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.53% | — | +4.51% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.45% | — | +4.49% | |
| 14 | MLPA | Global X Mlp ETF | ETF-その他 | 1.43% | +0.12% | — | |
| 15 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.22% | — | — | |
| 16 | DG | Dollar General CORP | 株式-生活必需品 | 1.03% | — | +17.67% | |
| 17 | CLH | Clean Harbors INC | 株式-資本財 | 0.94% | +0.12% | -1.07% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.88% | — | — | |
| 19 | LKQ | Lkq CORP | 株式-一般消費財 | 0.82% | — | +2.38% | |
| 20 | BERYEUR | Berry Global Group INC | 株式-その他 | 0.80% | — | +65.44% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.78% | — | — | |
| 22 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.77% | — | -2.73% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.75% | +0.19% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | — | +3.12% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.60% | — | -0.42% | |
| 26 | KNX | Knight-swift Transportation | 株式-資本財 | 0.60% | +0.25% | +4.75% | |
| 27 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.60% | +0.17% | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | — | — | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | +0.09% | +14.56% | |
| 30 | ENB | Enbridge INC | 株式-エネルギー | 0.56% | +0.09% | +18.21% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.56% | -0.12% | +2.64% | |
| 32 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.54% | — | -32.91% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | +11.69% | |
| 34 | WES | Western Midstream Partners L | 株式-エネルギー | 0.54% | -0.31% | EXIT | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | +0.21% | -35.99% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | — | +23.50% | |
| 37 | PNW | Pinnacle Financial Partners, Inc. | 株式-公益事業 | 0.49% | -0.34% | EXIT | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +13.08% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | — | +3.61% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +13.91% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | -0.13% | EXIT | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.10% | +0.35% | |
| 43 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.43% | — | -3.79% | |
| 44 | AZO | Autozone INC | 株式-一般消費財 | 0.43% | — | +3.15% | |
| 45 | WEP | Magellan Midstream Partners | 株式-その他 | 0.42% | — | +21.97% | |
| 46 | PGR | Progressive CORP | 株式-金融 | 0.41% | — | +3.78% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.41% | — | — | |
| 48 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 0.41% | — | +3.42% | |
| 49 | MAS | Masco CORP | 株式-資本財 | 0.41% | — | +1.58% | |
| 50 | HRB | H&r Block INC | 株式-一般消費財 | 0.40% | — | +9.48% |