CIK: 0001994434
申告総資産額
$1.8億
上位200銘柄を表示中（全241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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 18.69% | -2.87% | +2.34% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 13.78% | -5.25% | -0.03% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 12.54% | -4.51% | +1.33% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 9.26% | -0.25% | +5.68% | |
| 5 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 5.90% | -1.44% | +42.51% | |
| 6 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 5.34% | +0.63% | +2.47% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.37% | +1.04% | -0.43% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 4.16% | -0.42% | +6.03% | |
| 9 | VFH | Vanguard Financials ETF | ETF-その他 | 3.51% | -0.90% | +4.66% | |
| 10 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.52% | — | +90.20% | |
| 11 | MMM | 3m Co | 株式-資本財 | 1.48% | -1.30% | EXIT | |
| 12 | T | At&t INC | 株式-通信サービス | 1.18% | -0.09% | +14.44% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.11% | -0.03% | -14.53% | |
| 14 | C | Citigroup INC | 株式-金融 | 1.08% | -0.29% | +3.66% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.94% | -0.28% | -15.68% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | +0.06% | — | |
| 17 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.63% | -0.29% | +1.92% | |
| 18 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 0.56% | -0.26% | -10.30% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.55% | — | -85.63% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | +0.09% | -0.43% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | — | -3.82% | |
| 22 | F | Ford Motor Co | 株式-一般消費財 | 0.49% | -0.02% | +4.40% | |
| 23 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.47% | — | +0.61% | |
| 24 | AMAT | Applied Materials INC | 株式-IT | 0.44% | — | +0.23% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | +0.82% | +4.49% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | +0.04% | -7.88% | |
| 27 | FDX | Fedex CORP | 株式-資本財 | 0.36% | — | +0.45% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 0.32% | +0.34% | +1.88% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | -0.02% | +0.18% | |
| 30 | NMFC | New Mountain Finance CORP | 株式-その他 | 0.31% | — | +2.62% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.29% | — | +0.66% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | -26.42% | |
| 33 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.27% | -0.06% | +1.99% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.26% | -0.15% | +1.21% | |
| 35 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.25% | +0.03% | +0.84% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | -3.75% | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.24% | — | +0.44% | |
| 38 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.23% | — | +0.53% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.19% | -0.03% | +0.69% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.18% | — | +0.38% | |
| 41 | HON | Honeywell International INC | 株式-資本財 | 0.18% | — | +0.47% | |
| 42 | GE | General Electric | 株式-資本財 | 0.17% | — | +0.08% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.16% | -0.02% | +0.85% | |
| 44 | GNTX | Gentex CORP | 株式-一般消費財 | 0.15% | -0.02% | +0.45% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.15% | +0.10% | +1.70% | |
| 46 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.15% | — | +9.98% | |
| 47 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 0.13% | -0.03% | +111.11% | |
| 48 | ITW | Illinois Tool Works | 株式-資本財 | 0.13% | — | -6.32% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.12% | — | +0.16% | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.12% | — | +1.89% |