CIK: 0001785445
申告総資産額
$2.0億
| # | 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 | DFAI | Dimensional International Co | ETF-その他 | 4.41% | — | +5.17% | |
| 2 | FTCS | First Trust Capital Strength | ETF-その他 | 3.81% | +4.36% | +1.81% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.74% | +4.53% | +6.73% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.43% | +5.08% | +2.80% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.74% | +1.82% | -4.13% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-その他 | 2.73% | +4.36% | -0.78% | |
| 7 | GM | General Motors Co | 株式-一般消費財 | 2.64% | -2.96% | EXIT | |
| 8 | BAC | Bank Of America CORP | 株式-金融 | 2.51% | -1.90% | -7.46% | |
| 9 | TG7 | Triumph Group INC | 株式-その他 | 2.45% | — | -6.72% | |
| 10 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 2.40% | — | +0.72% | |
| 11 | SPG | Simon Property Group INC | 株式-不動産 | 2.25% | -1.22% | EXIT | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.20% | -1.63% | -5.26% | |
| 13 | GLW | Corning INC | 株式-IT | 2.10% | -2.28% | EXIT | |
| 14 | ALK | Alaska Air Group INC | 株式-資本財 | 1.98% | -1.29% | EXIT | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.93% | — | +4.18% | |
| 16 | ALL | Allstate CORP | 株式-金融 | 1.90% | -1.58% | EXIT | |
| 17 | KIM | Kimco Realty CORP | 株式-不動産 | 1.85% | -1.30% | EXIT | |
| 18 | T | At&t INC | 株式-通信サービス | 1.83% | -1.47% | EXIT | |
| 19 | UAL | United Airlines Holdings INC | 株式-資本財 | 1.82% | -1.63% | EXIT | |
| 20 | FDX | Fedex CORP | 株式-資本財 | 1.78% | -1.53% | EXIT | |
| 21 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.75% | -0.93% | EXIT | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 1.74% | -1.70% | EXIT | |
| 23 | ENR | Energizer Holdings INC | 株式-その他 | 1.71% | -0.19% | EXIT | |
| 24 | UL | Unilever PLC | 株式-生活必需品 | 1.64% | — | -6.88% | |
| 25 | FMC | Fmc CORP | 株式-素材 | 1.59% | — | +28.94% | |
| 26 | CMA | Comerica INC | 株式-その他 | 1.56% | — | -7.47% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.52% | -1.23% | -4.07% | |
| 28 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.50% | -1.44% | EXIT | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 1.50% | -1.23% | EXIT | |
| 30 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.49% | -1.42% | EXIT | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 1.48% | -1.42% | EXIT | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 1.44% | -1.15% | -3.61% | |
| 33 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 1.42% | -0.90% | EXIT | |
| 34 | F | Ford Motor Co | 株式-一般消費財 | 1.42% | -1.45% | EXIT | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.38% | -1.28% | EXIT | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 1.38% | -0.53% | -8.02% | |
| 37 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 1.22% | -1.18% | EXIT | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | -1.13% | -6.91% | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.11% | — | -4.24% | |
| 40 | OI | O-i Glass INC | 株式-その他 | 1.10% | -1.31% | EXIT | |
| 41 | BRX | Brixmor Property Group INC | 株式-不動産 | 1.05% | -0.86% | EXIT | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.02% | -0.95% | -0.89% | |
| 43 | ENVX | Enovix CORP | 株式-その他 | 0.97% | -0.55% | EXIT | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.96% | -1.37% | EXIT | |
| 45 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.95% | -0.99% | EXIT | |
| 46 | DOW | Dow INC | 株式-素材 | 0.94% | — | -3.35% | |
| 47 | FTGC | First Trust Global Tactical | ETF-その他 | 0.94% | — | +7.01% | |
| 48 | ACI | Albertsons Cos INC - Class A | 株式-生活必需品 | 0.83% | — | -38.51% | |
| 49 | HISF | First Tr Hi INC Strat Foc | ETF-その他 | 0.78% | — | +7.87% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.74% | +0.46% | -0.24% |