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 | 7.79% | -0.59% | -0.57% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.33% | -0.06% | +0.62% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.62% | -0.85% | +0.29% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.56% | — | +2.77% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.13% | -0.04% | +0.49% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.85% | +0.04% | +0.42% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.83% | +0.08% | +3.29% | |
| 8 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 2.20% | — | +15.95% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.10% | -0.70% | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.97% | — | +1.65% | |
| 11 | ITW | Illinois Tool Works | 株式-資本財 | 1.78% | +0.03% | -2.28% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.72% | +0.70% | -0.10% | |
| 13 | DUK | Duke Energy CORP | 株式-公益事業 | 1.65% | +0.11% | +0.19% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.63% | +0.02% | -0.89% | |
| 15 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.56% | +0.02% | +3.08% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | -0.19% | — | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | +0.42% | +6.76% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 1.39% | +0.36% | -1.83% | |
| 19 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 1.31% | — | +30.12% | |
| 20 | MO | Altria Group INC | 株式-生活必需品 | 1.23% | +0.11% | +140.50% | |
| 21 | EMR | Emerson Electric Co | 株式-資本財 | 1.22% | — | +2.97% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.13% | -0.15% | +1.13% | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 1.12% | +0.10% | — | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.10% | — | — | |
| 25 | AEE | Ameren Corporation | 株式-公益事業 | 1.06% | +0.06% | +53.95% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.02% | +0.12% | +0.16% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.01% | — | -0.36% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 1.01% | +0.12% | — | |
| 29 | ED | Consolidated Edison INC | 株式-公益事業 | 0.98% | +0.08% | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.95% | +0.08% | -2.44% | |
| 31 | OGE | Oge Energy CORP | 株式-公益事業 | 0.91% | +0.06% | — | |
| 32 | GWW | Ww Grainger INC | 株式-資本財 | 0.91% | — | — | |
| 33 | AAPL | Apple INC | 株式-IT | 0.91% | -0.11% | +0.66% | |
| 34 | DE | Deere & Co | 株式-資本財 | 0.89% | +0.12% | — | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.88% | -0.17% | — | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.87% | +0.05% | — | |
| 37 | VMC | Vulcan Materials Co | 株式-素材 | 0.84% | — | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | — | -2.09% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | — | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.78% | — | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.77% | — | +0.76% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.75% | — | — | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.70% | +0.07% | — | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | +7.77% | |
| 45 | NUE | Nucor CORP | 株式-素材 | 0.65% | — | — | |
| 46 | SRE | Sempra | 株式-公益事業 | 0.61% | — | — | |
| 47 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.61% | +0.05% | — | |
| 48 | ENB | Enbridge INC | 株式-エネルギー | 0.60% | +0.05% | — | |
| 49 | T | At&t INC | 株式-通信サービス | 0.58% | +0.06% | -0.32% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | +4.85% |