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 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 9.73% | +0.24% | +0.01% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 9.14% | -0.39% | -0.10% | |
| 3 | HDV | Ishares Core High Dividend E | ETF-その他 | 7.79% | — | +0.90% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 5.35% | — | +1.97% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.87% | -0.37% | +37.70% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.85% | +0.32% | +2.29% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.81% | +0.05% | +0.44% | |
| 8 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 3.80% | — | +4.82% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.67% | +0.09% | -1.85% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.51% | -0.04% | +0.99% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.33% | +0.20% | -1.58% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.77% | — | +2.10% | |
| 13 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.22% | — | -1.70% | |
| 14 | MZTI | Marzetti Company/the | 株式-生活必需品 | 1.86% | -0.19% | — | |
| 15 | KEL | Kellanova | 株式-その他 | 1.77% | — | +2.36% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.52% | -0.01% | -1.61% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.45% | +0.16% | -1.24% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.35% | +0.02% | +300.63% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.29% | +0.19% | +0.01% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.28% | -0.31% | -0.30% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.23% | — | -1.33% | |
| 22 | SYK | Stryker CORP | 株式-ヘルスケア | 1.22% | — | -0.93% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | +5.38% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.86% | — | +0.34% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.85% | -0.06% | +5.42% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.83% | +0.05% | +4.55% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.83% | — | -0.90% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.74% | — | -6.71% | |
| 29 | NUV | Nuveen Municipal Value | 株式-その他 | 0.73% | — | +0.29% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.71% | — | +3.70% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.67% | +0.03% | — | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | -0.07% | -0.35% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.65% | — | +0.39% | |
| 34 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.65% | — | +34.83% | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | -0.04% | +18.39% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.55% | — | +0.01% | |
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.54% | — | -0.53% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | +0.06% | -6.71% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | -0.06% | -0.56% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | +0.17% | -0.70% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | -0.04% | +0.03% | |
| 42 | CLX | Clorox Company | 株式-生活必需品 | 0.47% | — | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.44% | — | +1.08% | |
| 44 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.42% | — | — | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | +0.08% | |
| 46 | AEP | American Electric Power | 株式-公益事業 | 0.39% | — | — | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.38% | — | -0.08% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.37% | +0.09% | +1.70% | |
| 49 | VAW | Vanguard Materials ETF | ETF-その他 | 0.37% | — | -1.46% | |
| 50 | NZF | Nuveen Municipal Credit Income Fund | 株式-その他 | 0.35% | — | +1.07% |