CIK: 0001994434
申告総資産額
$1.8億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 19.75% | -2.87% | — | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 15.07% | -4.51% | — | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 11.57% | -0.25% | — | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 7.93% | — | — | |
| 5 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 7.81% | +0.63% | — | |
| 6 | VDE | Vanguard Energy ETF | ETF-その他 | 6.11% | — | — | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.77% | — | — | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 4.55% | -0.42% | — | |
| 9 | AAPL | Apple INC | 株式-IT | 4.17% | +1.04% | — | |
| 10 | VFH | Vanguard Financials ETF | ETF-その他 | 1.63% | -0.90% | — | |
| 11 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 1.05% | -0.26% | — | |
| 12 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.86% | -0.29% | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | +0.06% | — | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | +0.09% | — | |
| 15 | AMAT | Applied Materials INC | 株式-IT | 0.52% | — | — | |
| 16 | F | Ford Motor Co | 株式-一般消費財 | 0.48% | -0.02% | — | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | +0.04% | — | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | — | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.40% | — | — | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 0.39% | — | — | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | — | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 0.34% | -0.03% | — | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 0.30% | +0.34% | — | |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.30% | — | — | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | -0.02% | — | |
| 26 | NMFC | New Mountain Finance CORP | 株式-その他 | 0.29% | — | — | |
| 27 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.27% | — | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.26% | +0.82% | — | |
| 29 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.26% | +0.03% | — | |
| 30 | FDX | Fedex CORP | 株式-資本財 | 0.24% | — | — | |
| 31 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.22% | — | — | |
| 32 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.22% | -0.06% | — | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.20% | — | — | |
| 34 | GNTX | Gentex CORP | 株式-一般消費財 | 0.20% | -0.02% | — | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.19% | -0.02% | — | |
| 36 | GE | General Electric | 株式-資本財 | 0.17% | — | — | |
| 37 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.17% | — | — | |
| 38 | T | At&t INC | 株式-通信サービス | 0.16% | -0.09% | — | |
| 39 | ITW | Illinois Tool Works | 株式-資本財 | 0.16% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | -0.03% | — | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.15% | — | — | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.15% | +0.10% | — | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.15% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | — | — | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.14% | — | — | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.13% | — | — | |
| 47 | MAN | Manpowergroup INC | 株式-資本財 | 0.12% | -0.06% | EXIT | |
| 48 | DOV | Dover CORP | 株式-資本財 | 0.12% | — | — | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.12% | +0.05% | — | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.12% | +0.13% | — |