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 | 10.14% | +0.70% | -3.88% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.64% | -0.25% | -0.41% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.49% | -0.26% | +2.93% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 8.04% | -0.39% | +3.83% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.10% | -0.31% | +2.86% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.95% | +0.20% | +3.60% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.82% | -0.37% | +23.13% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.99% | -0.22% | +21.24% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.93% | +0.09% | +1.32% | |
| 10 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 2.89% | — | — | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.75% | +0.32% | -1.92% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.45% | +0.19% | -2.46% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.40% | +0.05% | -0.31% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.27% | +0.02% | +1.83% | |
| 15 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 1.20% | +0.24% | -0.49% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.04% | +0.02% | -10.96% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.99% | +0.16% | -0.14% | |
| 18 | MZTI | Marzetti Company/the | 株式-生活必需品 | 0.95% | -0.19% | — | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.91% | — | -0.39% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.80% | -0.04% | +0.41% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 0.78% | — | -9.67% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.78% | +0.05% | +0.17% | |
| 23 | KEL | Kellanova | 株式-その他 | 0.56% | — | -7.26% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 0.55% | +0.17% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.46% | +0.06% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | — | — | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.37% | — | -5.14% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.36% | — | -12.95% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | -0.03% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.36% | +0.03% | -0.02% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.35% | — | +0.50% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.35% | -0.07% | -0.34% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.33% | -0.01% | -3.93% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.31% | — | — | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.30% | — | +0.09% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | -0.10% | -0.03% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.26% | -0.06% | +0.19% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | +0.03% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | — | +3.73% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.24% | -0.06% | -12.16% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | -0.09% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.23% | +0.01% | -0.52% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.23% | — | +0.48% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | — | +1.58% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.22% | — | -0.13% | |
| 46 | AEP | American Electric Power | 株式-公益事業 | 0.21% | — | -0.15% | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.20% | — | +0.40% | |
| 48 | VAW | Vanguard Materials ETF | ETF-その他 | 0.20% | — | -0.50% | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.19% | — | -1.31% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.19% | -0.04% | -0.02% |