CIK: 0001714341
申告総資産額
$2.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.09% | -1.41% | -1.10% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.68% | -0.35% | -0.78% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.56% | -0.41% | -0.65% | |
| 4 | RUBYUSD | Rubius Therapeutics INC | 株式-その他 | 3.39% | — | — | |
| 5 | INTC | Intel CORP | 株式-IT | 3.02% | — | -3.61% | |
| 6 | BAC | Bank Of America CORP | 株式-金融 | 2.76% | -0.24% | -0.48% | |
| 7 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.54% | -0.16% | -7.72% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 2.46% | — | +2.78% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.15% | +0.24% | +0.65% | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.02% | -0.30% | EXIT | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.01% | +0.21% | +0.00% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.82% | -0.40% | +0.09% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.79% | — | -0.05% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.64% | -0.20% | EXIT | |
| 15 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.64% | +0.33% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.64% | -0.21% | -0.79% | |
| 17 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.63% | +0.10% | +0.52% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.60% | — | +8.39% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.56% | — | — | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.55% | — | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.52% | -0.35% | +13.36% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.49% | — | +11.80% | |
| 23 | T | At&t INC | 株式-通信サービス | 1.49% | — | +2.02% | |
| 24 | MMM | 3m Co | 株式-資本財 | 1.48% | — | +3.29% | |
| 25 | GLW | Corning INC | 株式-IT | 1.45% | +0.83% | -0.76% | |
| 26 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.41% | — | +0.01% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.40% | — | +4.08% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 1.30% | — | -20.73% | |
| 29 | EMR | Emerson Electric Co | 株式-資本財 | 1.29% | — | — | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.28% | — | +5.79% | |
| 31 | XLF | Ss Financial Select Sector | ETF-その他 | 1.27% | -0.14% | +0.62% | |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.08% | — | +102.87% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | -0.43% | |
| 34 | FDX | Fedex CORP | 株式-資本財 | 0.96% | +0.12% | -7.65% | |
| 35 | BX | Blackstone INC | 株式-金融 | 0.95% | -0.40% | -1.11% | |
| 36 | UTXZ | United Tech CORP | 株式-その他 | 0.88% | — | — | |
| 37 | LAZ | Lazard, Inc. | 株式-金融 | 0.88% | — | -7.21% | |
| 38 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.82% | — | +14.27% | |
| 39 | TXN | Texas Instruments INC | 株式-IT | 0.82% | — | +0.04% | |
| 40 | PBE | Invesco Biotechnology & Geno | ETF-テック型 | 0.76% | — | -1.82% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.76% | — | +0.74% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.76% | — | +4.96% | |
| 43 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.74% | +0.11% | -0.35% | |
| 44 | STT | State Street CORP | 株式-金融 | 0.72% | — | -9.44% | |
| 45 | SAFT | Safety Insurance Group INC | 株式-その他 | 0.70% | — | — | |
| 46 | SLB | Slb LTD | 株式-エネルギー | 0.69% | — | -6.00% | |
| 47 | XLB | Ss Materials Select Sector | ETF-その他 | 0.69% | — | — | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.66% | — | -1.23% | |
| 49 | AFL | Aflac INC | 株式-金融 | 0.66% | — | -0.99% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.65% | — | — |