CIK: 0001827844
申告総資産額
$9.0億
上位200銘柄を表示中（全583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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 33.13% | +0.18% | +5.46% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 26.17% | -0.54% | +2.14% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.84% | -0.10% | -6.41% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.35% | -0.01% | -4.28% | |
| 5 | ONB | Old National Bancorp | 株式-金融 | 2.09% | — | -9.88% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.87% | — | -1.99% | |
| 7 | ACN | Accenture plc | 株式-IT | 1.51% | -0.14% | — | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.43% | -0.31% | +16.55% | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.24% | -0.02% | — | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.23% | — | -6.20% | |
| 11 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.00% | — | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | -0.04% | +8.21% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | -0.22% | +0.03% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.64% | — | +61.28% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.61% | -0.19% | +18.56% | |
| 16 | MMM | 3m Co | 株式-資本財 | 0.57% | — | -1.32% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 0.56% | — | -10.88% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.55% | +0.02% | +1.77% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.54% | +0.25% | +10.06% | |
| 20 | LHX | L3harris Technologies INC | 株式-資本財 | 0.49% | -0.06% | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.49% | -0.16% | +58.88% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | +0.01% | -4.53% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | +0.01% | -7.07% | |
| 25 | IQLT | Ishares Msci International Q | ETF-その他 | 0.32% | — | +21.87% | |
| 26 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.30% | — | +0.01% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.30% | — | — | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.28% | — | +4.90% | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 0.27% | — | — | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.26% | — | +5.78% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | +0.04% | -0.62% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | — | |
| 33 | INTC | Intel CORP | 株式-IT | 0.24% | — | +0.01% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.24% | +0.14% | — | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.24% | — | -1.75% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | — | -3.52% | |
| 37 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.23% | — | -6.14% | |
| 38 | DOW | Dow INC | 株式-素材 | 0.23% | — | — | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.23% | — | +28.15% | |
| 40 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | — | — | |
| 41 | CTVA | Corteva INC | 株式-素材 | 0.22% | — | -7.84% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.21% | — | +0.96% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | — | +0.10% | |
| 44 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.20% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.19% | +0.01% | -1.31% | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.19% | — | — | |
| 47 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.18% | — | — | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.18% | — | — | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.18% | — | -0.46% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.18% | -0.09% | — |