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 | 9.68% | -0.39% | -0.20% | |
| 2 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 9.53% | +0.24% | -0.29% | |
| 3 | HDV | Ishares Core High Dividend E | ETF-その他 | 8.35% | — | -1.21% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 5.46% | — | -1.51% | |
| 5 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 3.88% | — | +19.07% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.78% | -0.37% | +45.79% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.78% | +0.05% | +1.41% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.73% | +0.09% | -4.20% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.69% | +0.32% | +2.27% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.60% | -0.04% | -4.89% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.43% | +0.20% | +3.12% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.75% | — | +2.17% | |
| 13 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.22% | — | +0.24% | |
| 14 | KEL | Kellanova | 株式-その他 | 1.90% | — | -8.47% | |
| 15 | MZTI | Marzetti Company/the | 株式-生活必需品 | 1.73% | -0.19% | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.58% | -0.01% | +15.63% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.53% | +0.19% | +0.01% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.41% | +0.16% | +0.18% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.34% | -0.31% | +11.49% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.33% | — | -1.39% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 1.14% | — | +3.30% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.14% | +0.02% | +0.08% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.91% | — | +10.93% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.83% | — | -18.51% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.82% | +0.05% | +1.63% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.78% | — | -15.68% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | -0.06% | +0.14% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | +24.10% | |
| 29 | NUV | Nuveen Municipal Value | 株式-その他 | 0.75% | — | +0.21% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.74% | — | -1.63% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.68% | — | +3.46% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | -0.07% | +0.02% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.56% | +0.03% | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.55% | +0.06% | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.55% | — | +0.01% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | -0.06% | +0.01% | |
| 37 | CLX | Clorox Company | 株式-生活必需品 | 0.53% | — | — | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.51% | — | +56.89% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.51% | -0.04% | +2.00% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.48% | -0.04% | +0.02% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.45% | +0.09% | +0.03% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.44% | +0.17% | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | — | -5.68% | |
| 44 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.43% | — | — | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.41% | — | +41.00% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | -2.71% | |
| 47 | AEP | American Electric Power | 株式-公益事業 | 0.40% | — | — | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.39% | — | +0.22% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.39% | — | +0.11% | |
| 50 | VAW | Vanguard Materials ETF | ETF-その他 | 0.36% | — | -2.87% |