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 | 4.81% | +5.08% | +4.23% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-その他 | 4.08% | +4.36% | +5.24% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.07% | +4.53% | +6.76% | |
| 4 | FTCS | First Trust Capital Strength | ETF-その他 | 3.99% | +4.36% | +6.60% | |
| 5 | DFAI | Dimensional International Co | ETF-その他 | 3.55% | — | +3.94% | |
| 6 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 2.67% | — | +1.70% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.53% | +1.82% | +0.79% | |
| 8 | GM | General Motors Co | 株式-一般消費財 | 2.44% | -2.96% | EXIT | |
| 9 | BAC | Bank Of America CORP | 株式-金融 | 2.37% | -1.90% | -1.21% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.32% | -1.63% | -0.58% | |
| 11 | GLW | Corning INC | 株式-IT | 2.29% | -2.28% | EXIT | |
| 12 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.98% | — | +7.37% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.81% | -0.53% | +15.94% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 1.77% | -1.70% | EXIT | |
| 15 | ALL | Allstate CORP | 株式-金融 | 1.71% | -1.58% | EXIT | |
| 16 | T | At&t INC | 株式-通信サービス | 1.69% | -1.47% | EXIT | |
| 17 | C | Citigroup INC | 株式-金融 | 1.63% | -1.78% | EXIT | |
| 18 | HGER | Harbor Commodity All Weather | ETF-コモディティ | 1.48% | +1.90% | +9.85% | |
| 19 | UAL | United Airlines Holdings INC | 株式-資本財 | 1.48% | -1.63% | EXIT | |
| 20 | KIM | Kimco Realty CORP | 株式-不動産 | 1.46% | -1.30% | EXIT | |
| 21 | UL | Unilever PLC | 株式-生活必需品 | 1.45% | — | +0.62% | |
| 22 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.45% | -1.42% | EXIT | |
| 23 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.44% | -1.44% | EXIT | |
| 24 | F | Ford Motor Co | 株式-一般消費財 | 1.40% | -1.45% | EXIT | |
| 25 | XC | Wisdomtree True Emerging Mar | ETF-新興国市場 | 1.40% | +1.71% | +6.81% | |
| 26 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.38% | -1.37% | EXIT | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.36% | -1.23% | EXIT | |
| 28 | AIRR | First Trust Rba American Ind | ETF-その他 | 1.35% | +1.49% | +0.53% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.34% | -1.42% | EXIT | |
| 30 | FMC | Fmc CORP | 株式-素材 | 1.34% | — | +35.77% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.33% | -1.28% | EXIT | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 1.32% | -1.15% | +0.32% | |
| 33 | FDX | Fedex CORP | 株式-資本財 | 1.30% | -1.53% | EXIT | |
| 34 | SPG | Simon Property Group INC | 株式-不動産 | 1.29% | -1.22% | EXIT | |
| 35 | ALK | Alaska Air Group INC | 株式-資本財 | 1.26% | -1.29% | EXIT | |
| 36 | CMA | Comerica INC | 株式-その他 | 1.23% | — | -20.58% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | -1.13% | +5.51% | |
| 38 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 1.21% | -0.90% | EXIT | |
| 39 | GIS | General Mills INC | 株式-生活必需品 | 1.19% | -1.17% | EXIT | |
| 40 | OI | O-i Glass INC | 株式-その他 | 1.19% | -1.31% | EXIT | |
| 41 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.17% | -0.93% | EXIT | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.17% | -0.95% | +0.80% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.13% | -1.23% | +2.40% | |
| 44 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 1.11% | -1.18% | EXIT | |
| 45 | INCO | Columbia India Consumer ETF | ETF-その他 | 1.05% | — | +9.46% | |
| 46 | BP | Bp Plc-spons Adr | 株式-エネルギー | 1.02% | -0.99% | EXIT | |
| 47 | BRX | Brixmor Property Group INC | 株式-不動産 | 0.92% | -0.86% | EXIT | |
| 48 | FESM | Fidelity Enhanced Small Cap | ETF-中小型株 | 0.90% | — | +477.10% | |
| 49 | ENR | Energizer Holdings INC | 株式-その他 | 0.89% | -0.19% | EXIT | |
| 50 | ENVX | Enovix CORP | 株式-その他 | 0.79% | -0.55% | EXIT |