CIK: 0001750405
申告総資産額
$5.5億
上位200銘柄を表示中（全889銘柄）
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 3.34% | — | -4.25% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.78% | — | +13.09% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 2.62% | — | -5.91% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.31% | — | -2.26% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.04% | — | -2.56% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.96% | — | -0.54% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | — | +35.22% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.35% | +15.90% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.81% | — | -7.05% | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.81% | — | +16.69% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.63% | — | -4.23% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | — | +6.52% | |
| 13 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 1.33% | — | -1.20% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.25% | — | +2.70% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.14% | — | +16.95% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.10% | — | +13.16% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.07% | — | +23.94% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.07% | — | +60.93% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.07% | — | -5.94% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | +12.10% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 0.99% | — | +51.07% | |
| 22 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 0.99% | — | +3.75% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | — | +11.42% | |
| 24 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.94% | — | -15.65% | |
| 25 | MMM | 3m Co | 株式-資本財 | 0.91% | -0.25% | +11.90% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | — | +13.68% | |
| 27 | GLW | Corning INC | 株式-IT | 0.88% | +0.56% | +12.94% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 0.80% | — | +29.47% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | +29.85% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.76% | -0.27% | +6.13% | |
| 31 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.73% | — | -3.46% | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.72% | — | +26.42% | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 0.71% | — | +26.20% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | — | -4.64% | |
| 35 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.70% | — | -0.10% | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.67% | — | +12.87% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.66% | — | -9.96% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | +3.30% | |
| 39 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.64% | — | +2.58% | |
| 40 | IRM | Iron Mountain INC | 株式-不動産 | 0.63% | — | +9.84% | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.63% | — | +19.84% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.61% | — | -24.51% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.60% | +0.28% | +12.56% | |
| 44 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.60% | — | — | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | -3.70% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | +9.92% | |
| 47 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.57% | — | +18.82% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.55% | — | +26.29% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.55% | — | +15.20% | |
| 50 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.53% | — | +4.75% |