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 | 10.85% | +0.70% | -2.77% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.02% | -0.25% | +2.76% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.66% | -0.26% | -0.29% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 8.49% | -0.39% | +0.59% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.37% | +0.20% | +0.10% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.28% | -0.31% | -1.38% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.18% | +0.09% | +0.31% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.06% | -0.37% | +2.94% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.39% | -0.22% | +6.94% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.89% | +0.32% | -4.34% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.89% | +0.19% | -2.48% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.60% | +0.05% | -0.26% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.36% | +0.02% | -0.33% | |
| 14 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 1.27% | +0.24% | -1.37% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.21% | +0.02% | +7.71% | |
| 16 | MZTI | Marzetti Company/the | 株式-生活必需品 | 1.14% | -0.19% | +3.01% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.03% | — | +0.08% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.98% | +0.16% | +10.83% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.92% | -0.04% | -0.69% | |
| 20 | SYK | Stryker CORP | 株式-ヘルスケア | 0.89% | — | -0.30% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.75% | +0.05% | -4.86% | |
| 22 | KEL | Kellanova | 株式-その他 | 0.73% | — | — | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.50% | +0.17% | -0.24% | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.49% | — | +0.85% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +0.03% | |
| 26 | ✓ | Invesco Qqq Trust | 株式-その他 | 0.46% | — | — | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.43% | — | -1.85% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | -0.07% | — | |
| 29 | QCOM | Qualcomm INC | 株式-IT | 0.39% | +0.03% | — | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.39% | — | +0.57% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | -0.10% | -0.05% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | — | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | — | — | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.34% | — | -3.22% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.33% | -0.01% | +0.81% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.33% | -0.06% | -23.72% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.33% | — | +0.17% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | -0.06% | +0.03% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.27% | — | -1.49% | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.26% | — | +0.08% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.26% | +0.01% | -8.77% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | -0.04% | -0.47% | |
| 43 | AEP | American Electric Power | 株式-公益事業 | 0.23% | — | — | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.23% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | — | -0.22% | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.22% | — | +0.32% | |
| 47 | VAW | Vanguard Materials ETF | ETF-その他 | 0.22% | — | +0.12% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | — | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.21% | — | +0.02% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.19% | — | -9.17% |