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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.78% | +5.08% | +1.97% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.20% | +4.53% | +4.43% | |
| 3 | FTCS | First Trust Capital Strength | ETF-その他 | 4.04% | +4.36% | +2.27% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-その他 | 4.03% | +4.36% | +4.40% | |
| 5 | DFAI | Dimensional International Co | ETF-その他 | 3.62% | — | +0.82% | |
| 6 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 2.68% | — | -0.59% | |
| 7 | BAC | Bank Of America CORP | 株式-金融 | 2.45% | -1.90% | -1.91% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.38% | -1.63% | -1.98% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.26% | +1.82% | +8.69% | |
| 10 | GM | General Motors Co | 株式-一般消費財 | 2.23% | -2.96% | EXIT | |
| 11 | GLW | Corning INC | 株式-IT | 2.14% | -2.28% | EXIT | |
| 12 | T | At&t INC | 株式-通信サービス | 1.98% | -1.47% | EXIT | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 1.92% | -1.70% | EXIT | |
| 14 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.90% | — | +60.64% | |
| 15 | ALL | Allstate CORP | 株式-金融 | 1.78% | -1.58% | EXIT | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.67% | -0.53% | +11.30% | |
| 17 | UL | Unilever PLC | 株式-生活必需品 | 1.66% | — | -0.54% | |
| 18 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.59% | -1.42% | EXIT | |
| 19 | KIM | Kimco Realty CORP | 株式-不動産 | 1.54% | -1.30% | EXIT | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.54% | -1.42% | EXIT | |
| 21 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.53% | -1.44% | EXIT | |
| 22 | C | Citigroup INC | 株式-金融 | 1.53% | -1.78% | EXIT | |
| 23 | CMA | Comerica INC | 株式-その他 | 1.50% | — | +2.34% | |
| 24 | OI | O-i Glass INC | 株式-その他 | 1.50% | -1.31% | EXIT | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.49% | -1.23% | EXIT | |
| 26 | XC | Wisdomtree True Emerging Mar | ETF-新興国市場 | 1.45% | +1.71% | +3.24% | |
| 27 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 1.42% | -0.90% | EXIT | |
| 28 | F | Ford Motor Co | 株式-一般消費財 | 1.42% | -1.45% | EXIT | |
| 29 | HGER | Harbor Commodity All Weather | ETF-コモディティ | 1.42% | +1.90% | +21.00% | |
| 30 | ALK | Alaska Air Group INC | 株式-資本財 | 1.41% | -1.29% | EXIT | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.41% | -1.37% | EXIT | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.41% | -1.28% | EXIT | |
| 33 | FDX | Fedex CORP | 株式-資本財 | 1.39% | -1.53% | EXIT | |
| 34 | UAL | United Airlines Holdings INC | 株式-資本財 | 1.36% | -1.63% | EXIT | |
| 35 | FMC | Fmc CORP | 株式-素材 | 1.36% | — | +2.93% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 1.35% | -1.15% | +1.93% | |
| 37 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.32% | -0.93% | EXIT | |
| 38 | AIRR | First Trust Rba American Ind | ETF-その他 | 1.26% | +1.49% | +3.03% | |
| 39 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 1.22% | -1.18% | EXIT | |
| 40 | SPG | Simon Property Group INC | 株式-不動産 | 1.22% | -1.22% | EXIT | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.16% | -1.23% | -0.60% | |
| 42 | INCO | Columbia India Consumer ETF | ETF-その他 | 1.07% | — | -0.16% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | -1.13% | -1.12% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.04% | -0.95% | +1.08% | |
| 45 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.97% | -0.99% | EXIT | |
| 46 | BRX | Brixmor Property Group INC | 株式-不動産 | 0.95% | -0.86% | EXIT | |
| 47 | ENVX | Enovix CORP | 株式-その他 | 0.88% | -0.55% | EXIT | |
| 48 | ENR | Energizer Holdings INC | 株式-その他 | 0.88% | -0.19% | EXIT | |
| 49 | HISF | First Tr Hi INC Strat Foc | ETF-その他 | 0.76% | — | +5.93% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.73% | +0.46% | +0.10% |