CIK: 0001767940
申告総資産額
$5.0億
| # | 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 11.30% | -0.39% | +5.01% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-その他 | 10.79% | — | +4.22% | |
| 3 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 7.79% | +0.24% | +11.40% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 5.23% | — | +16.80% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.34% | -0.04% | +0.89% | |
| 6 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 4.09% | — | -10.78% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.00% | +0.05% | +0.63% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.51% | +0.20% | +20.54% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.34% | +0.09% | +24.41% | |
| 10 | KEL | Kellanova | 株式-その他 | 2.61% | — | -12.36% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.59% | +0.32% | +11.72% | |
| 12 | MZTI | Marzetti Company/the | 株式-生活必需品 | 2.21% | -0.19% | — | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.18% | — | -1.53% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.97% | — | +35.61% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.54% | +0.19% | +2.63% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.38% | -0.37% | +23.01% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.37% | +0.16% | -4.15% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.17% | — | +0.07% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.10% | -0.06% | +16.64% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.04% | -0.01% | +56.08% | |
| 21 | T | At&t INC | 株式-通信サービス | 1.00% | — | +0.10% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | — | +5.35% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.80% | — | +2.94% | |
| 24 | NUV | Nuveen Municipal Value | 株式-その他 | 0.78% | — | +0.35% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | -0.07% | — | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | — | — | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.76% | -0.31% | +0.11% | |
| 28 | VAW | Vanguard Materials ETF | ETF-その他 | 0.75% | — | -8.66% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.72% | — | +6.32% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +0.04% | |
| 31 | MO | Altria Group INC | 株式-生活必需品 | 0.70% | — | +0.02% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.69% | +0.02% | +0.05% | |
| 33 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.68% | — | +59.89% | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.68% | — | +21.39% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | -0.06% | +0.01% | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.59% | +0.17% | — | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.57% | -0.04% | +32.75% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +0.72% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | — | +2.86% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.54% | +0.05% | -0.82% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.54% | +0.09% | -1.60% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.51% | — | — | |
| 43 | AEP | American Electric Power | 株式-公益事業 | 0.51% | — | — | |
| 44 | CLX | Clorox Company | 株式-生活必需品 | 0.50% | — | — | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.49% | — | — | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | +0.07% | — | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.43% | — | +0.17% | |
| 48 | NZF | Nuveen Municipal Credit Income Fund | 株式-その他 | 0.41% | — | +42.21% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.36% | +0.03% | — | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | — | +0.02% |