CIK: 0001994434
申告総資産額
$1.8億
上位200銘柄を表示中（全251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 | 18.62% | -2.87% | +2.19% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 13.66% | -5.25% | +6.77% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 12.04% | -4.51% | +1.30% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 9.63% | -0.25% | +6.96% | |
| 5 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 6.96% | -1.44% | +267.12% | |
| 6 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 5.22% | +0.63% | +0.89% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 4.28% | -0.42% | +5.69% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.91% | +1.04% | +1.31% | |
| 9 | VFH | Vanguard Financials ETF | ETF-その他 | 3.68% | -0.90% | +5.98% | |
| 10 | T | At&t INC | 株式-通信サービス | 1.89% | -0.09% | +69.69% | |
| 11 | MMM | 3m Co | 株式-資本財 | 1.41% | -1.30% | EXIT | |
| 12 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.17% | — | -1.50% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.14% | -0.03% | -3.52% | |
| 14 | C | Citigroup INC | 株式-金融 | 1.02% | -0.29% | +6.31% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.67% | -0.28% | -25.27% | |
| 16 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.64% | -0.29% | +5.89% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | +0.06% | +0.65% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | +0.09% | +1.19% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | — | +6.27% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.55% | — | +1.05% | |
| 21 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 0.47% | -0.26% | -11.45% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.43% | +0.82% | +13.95% | |
| 23 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.43% | — | +0.54% | |
| 24 | AMAT | Applied Materials INC | 株式-IT | 0.42% | — | +0.23% | |
| 25 | MO | Altria Group INC | 株式-生活必需品 | 0.38% | +0.34% | +28.27% | |
| 26 | FDX | Fedex CORP | 株式-資本財 | 0.37% | — | -2.22% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.35% | +0.10% | +162.18% | |
| 28 | NMFC | New Mountain Finance CORP | 株式-その他 | 0.33% | — | +2.55% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | +0.04% | -11.97% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.29% | — | +0.62% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | -0.02% | -3.19% | |
| 32 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.25% | -0.06% | +0.64% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | -2.58% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | +0.46% | |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.23% | — | +0.47% | |
| 36 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.22% | — | +0.57% | |
| 37 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.22% | +0.03% | +0.87% | |
| 38 | TGT | Target CORP | 株式-一般消費財 | 0.20% | -0.15% | -5.44% | |
| 39 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 0.20% | -0.03% | +59.47% | |
| 40 | F | Ford Motor Co | 株式-一般消費財 | 0.18% | -0.02% | -53.85% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.18% | -0.03% | -0.81% | |
| 42 | GNTX | Gentex CORP | 株式-一般消費財 | 0.17% | -0.02% | +0.37% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | -0.02% | -3.14% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.16% | — | +0.61% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.16% | — | -2.39% | |
| 46 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.16% | — | +9.27% | |
| 47 | GE | General Electric | 株式-資本財 | 0.15% | — | -12.63% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.13% | -0.03% | +4.89% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.13% | — | +1.87% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.12% | — | +1.30% |