CIK: 0001802284
申告総資産額
$1.7億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.84% | -0.59% | +2.35% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.78% | -0.06% | +3.89% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.43% | +0.04% | -6.28% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.15% | +0.08% | -1.82% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.99% | — | +4.14% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.95% | -0.04% | +4.27% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.65% | +0.70% | -0.26% | |
| 8 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 2.64% | — | — | |
| 9 | ITW | Illinois Tool Works | 株式-資本財 | 2.49% | +0.03% | +0.85% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 2.38% | +0.42% | +0.51% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.14% | +0.12% | -0.20% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 2.11% | +0.36% | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.07% | -0.85% | +4.89% | |
| 14 | DUK | Duke Energy CORP | 株式-公益事業 | 2.04% | +0.11% | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.77% | — | +7.71% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 1.72% | +0.12% | — | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.59% | +0.02% | -3.20% | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.54% | +0.07% | — | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 1.49% | +0.10% | -0.27% | |
| 20 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.45% | +0.02% | -2.99% | |
| 21 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 1.38% | — | — | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.33% | — | +6.35% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.31% | -0.15% | — | |
| 24 | DE | Deere & Co | 株式-資本財 | 1.27% | +0.12% | — | |
| 25 | EMR | Emerson Electric Co | 株式-資本財 | 1.23% | — | +0.60% | |
| 26 | OGE | Oge Energy CORP | 株式-公益事業 | 1.15% | +0.06% | — | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | -0.19% | +4.03% | |
| 28 | AEE | Ameren Corporation | 株式-公益事業 | 1.01% | +0.06% | — | |
| 29 | SO | Southern Co/the | 株式-公益事業 | 0.97% | +0.05% | — | |
| 30 | NUE | Nucor CORP | 株式-素材 | 0.95% | — | — | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.93% | — | — | |
| 32 | ED | Consolidated Edison INC | 株式-公益事業 | 0.93% | +0.08% | — | |
| 33 | SRE | Sempra | 株式-公益事業 | 0.89% | — | — | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.86% | — | — | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.85% | — | — | |
| 36 | VMC | Vulcan Materials Co | 株式-素材 | 0.80% | — | — | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | +0.07% | +6.09% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | — | -0.29% | |
| 39 | ENB | Enbridge INC | 株式-エネルギー | 0.71% | +0.05% | — | |
| 40 | D | Dominion Energy INC | 株式-公益事業 | 0.71% | — | — | |
| 41 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.70% | +0.05% | — | |
| 42 | GWW | Ww Grainger INC | 株式-資本財 | 0.70% | — | — | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.68% | — | -3.91% | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.67% | +0.09% | — | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | +3.43% | |
| 46 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.64% | — | — | |
| 47 | INTC | Intel CORP | 株式-IT | 0.64% | +0.06% | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | -2.25% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.63% | -0.70% | — | |
| 50 | AEP | American Electric Power | 株式-公益事業 | 0.62% | — | — |