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 | 10.08% | -0.39% | +8.69% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-その他 | 8.84% | — | +7.49% | |
| 3 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 8.78% | +0.24% | +12.98% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 6.18% | — | +12.96% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.73% | -0.04% | +34.23% | |
| 6 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 3.72% | — | +47.94% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.71% | +0.09% | +11.45% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.33% | +0.05% | +3.23% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.29% | +0.32% | +39.48% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.13% | +0.20% | +3.94% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.95% | -0.37% | +22.32% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.71% | — | +14.15% | |
| 13 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.42% | — | -7.11% | |
| 14 | KEL | Kellanova | 株式-その他 | 2.24% | — | +0.81% | |
| 15 | MZTI | Marzetti Company/the | 株式-生活必需品 | 1.92% | -0.19% | — | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.54% | +0.19% | +2.91% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.45% | — | -5.52% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.42% | -0.01% | +8.12% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.28% | -0.31% | +83.44% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.27% | +0.16% | +6.26% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 1.21% | — | +10.95% | |
| 22 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.14% | — | +59.09% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.97% | — | +31.40% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.95% | — | +9.40% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.94% | +0.02% | +5.21% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | -0.06% | +8.10% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.86% | — | +0.32% | |
| 28 | NUV | Nuveen Municipal Value | 株式-その他 | 0.85% | — | +0.28% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.75% | +0.05% | +12.42% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -1.19% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.67% | — | +6.81% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | +0.01% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.64% | -0.07% | +2.84% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | -0.06% | +14.45% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.53% | — | -5.08% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | -0.04% | +0.03% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.52% | -0.04% | +88.69% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +8.84% | |
| 39 | CLX | Clorox Company | 株式-生活必需品 | 0.49% | — | — | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.49% | +0.03% | +20.24% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.49% | +0.09% | -1.62% | |
| 42 | AEP | American Electric Power | 株式-公益事業 | 0.48% | — | — | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | +0.17% | +2.73% | |
| 44 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.46% | — | — | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | +2.67% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | — | +6.91% | |
| 47 | MO | Altria Group INC | 株式-生活必需品 | 0.42% | — | +0.03% | |
| 48 | NZF | Nuveen Municipal Credit Income Fund | 株式-その他 | 0.41% | — | +0.98% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.39% | — | — | |
| 50 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.37% | — | +89.24% |