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 | 11.21% | -0.39% | +3.23% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-その他 | 10.24% | — | +2.94% | |
| 3 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 8.40% | +0.24% | +6.78% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 5.90% | — | +11.94% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.89% | +0.09% | +4.73% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.88% | -0.04% | +0.67% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.74% | +0.20% | +2.86% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.73% | +0.05% | +3.36% | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.98% | — | -13.00% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.80% | — | +23.79% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.60% | +0.32% | +5.82% | |
| 12 | KEL | Kellanova | 株式-その他 | 2.47% | — | +0.97% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.04% | — | +1.28% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.96% | -0.37% | +37.33% | |
| 15 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.77% | — | +80.10% | |
| 16 | MZTI | Marzetti Company/the | 株式-生活必需品 | 1.72% | -0.19% | — | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.44% | -0.01% | +9.05% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.36% | — | +24.95% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.22% | +0.16% | -3.09% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.17% | +0.19% | +0.01% | |
| 21 | T | At&t INC | 株式-通信サービス | 1.06% | — | +0.04% | |
| 22 | NUV | Nuveen Municipal Value | 株式-その他 | 0.88% | — | +0.29% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.85% | — | +9.71% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | — | +3.72% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.78% | — | +9.43% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | -0.07% | — | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.77% | -0.31% | +1.12% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.76% | +0.02% | +0.02% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | +0.04% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.71% | — | -4.41% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | — | — | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | -0.06% | -16.75% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.65% | — | +1.56% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | -0.06% | +0.01% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.56% | +0.05% | +2.18% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | -0.04% | — | |
| 37 | AEP | American Electric Power | 株式-公益事業 | 0.54% | — | +9.08% | |
| 38 | VAW | Vanguard Materials ETF | ETF-その他 | 0.52% | — | -12.52% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | +0.02% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | — | -0.85% | |
| 42 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.50% | — | — | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | +0.17% | — | |
| 44 | INTC | Intel CORP | 株式-IT | 0.46% | +0.09% | +0.03% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.43% | +0.03% | -0.01% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.43% | — | -2.38% | |
| 47 | CLX | Clorox Company | 株式-生活必需品 | 0.42% | — | — | |
| 48 | NZF | Nuveen Municipal Credit Income Fund | 株式-その他 | 0.40% | — | +0.95% | |
| 49 | HAS | Hasbro INC | 株式-一般消費財 | 0.39% | — | +0.04% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | +0.07% | — |