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 | VUG | Vanguard Growth ETF | ETF-その他 | 10.01% | +0.70% | -1.61% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.12% | -0.25% | +5.37% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 8.34% | -0.39% | +3.89% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 7.92% | -0.26% | +3.98% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.08% | +0.20% | +4.56% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.04% | -0.31% | +2.73% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.70% | +0.09% | +3.19% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.99% | -0.37% | -0.05% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.12% | -0.22% | +11.37% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.67% | +0.19% | +0.01% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.28% | +0.32% | -7.26% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.67% | +0.05% | -2.32% | |
| 13 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 1.37% | +0.24% | -18.13% | |
| 14 | MZTI | Marzetti Company/the | 株式-生活必需品 | 1.19% | -0.19% | +2.51% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.09% | — | -0.27% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.02% | +0.02% | +6.88% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.02% | +0.02% | +0.01% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 0.94% | — | +41.08% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.87% | -0.04% | -21.85% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.77% | +0.16% | -3.62% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.73% | +0.05% | -4.24% | |
| 22 | KEL | Kellanova | 株式-その他 | 0.61% | — | -0.20% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | — | -2.29% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | -0.06% | +6.38% | |
| 25 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.48% | — | +1.10% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.48% | -0.07% | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | +0.06% | +11.32% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.47% | +0.17% | -0.33% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | — | +1.50% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +0.03% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.44% | — | -9.41% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | — | +0.01% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.42% | +0.03% | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.41% | -0.01% | -5.47% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | -0.10% | +0.03% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.38% | — | -9.53% | |
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.37% | — | +40.96% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.35% | +0.09% | +0.04% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.33% | — | -16.68% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.33% | — | +0.68% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | -0.04% | +3.64% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.31% | — | +0.57% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.30% | +0.01% | -11.59% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.29% | — | +15.04% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.29% | -0.06% | +4.75% | |
| 47 | IQLT | Ishares Msci International Q | ETF-その他 | 0.26% | — | -1.24% | |
| 48 | VAW | Vanguard Materials ETF | ETF-その他 | 0.24% | — | +0.14% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.24% | — | +0.54% | |
| 50 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.23% | — | -34.81% |