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 | 10.72% | +0.70% | +0.05% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.25% | -0.25% | +0.84% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.62% | -0.26% | +1.96% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 8.35% | -0.39% | +2.04% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.26% | -0.31% | +2.15% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.95% | +0.20% | +1.96% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.20% | +0.09% | +1.59% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.13% | -0.37% | +2.61% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.49% | -0.22% | +3.39% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.02% | +0.32% | +0.96% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.69% | +0.19% | -4.57% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.45% | +0.05% | — | |
| 13 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 1.29% | +0.24% | -1.29% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.27% | +0.02% | +3.05% | |
| 15 | MZTI | Marzetti Company/the | 株式-生活必需品 | 1.06% | -0.19% | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.05% | +0.02% | +1.07% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 1.03% | — | +12.36% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.98% | +0.16% | +0.11% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.97% | — | -1.32% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.83% | +0.05% | +1.63% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.83% | -0.04% | — | |
| 22 | KEL | Kellanova | 株式-その他 | 0.65% | — | -6.87% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.50% | +0.17% | — | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.48% | — | +0.39% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | +0.06% | +0.03% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +0.10% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.41% | — | -0.32% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | +6.45% | |
| 29 | QCOM | Qualcomm INC | 株式-IT | 0.38% | +0.03% | +0.02% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.38% | -0.07% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.37% | — | -2.08% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.37% | -0.01% | +0.75% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.33% | — | — | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.31% | — | -0.85% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.30% | -0.06% | -5.95% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | -0.10% | -10.77% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | — | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.27% | -0.06% | +0.35% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | -9.66% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.25% | — | +0.47% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.25% | +0.01% | +0.10% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | — | +0.09% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.23% | — | -10.40% | |
| 44 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.22% | — | +0.38% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | — | +0.72% | |
| 46 | AEP | American Electric Power | 株式-公益事業 | 0.21% | — | -12.80% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.21% | — | — | |
| 48 | VAW | Vanguard Materials ETF | ETF-その他 | 0.21% | — | +0.05% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.20% | -0.04% | +0.08% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.20% | — | +0.56% |