CIK: 0001843747
申告総資産額
$5.6億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 21.00% | -9.03% | EXIT | |
| 2 | HDV | Ishares Core High Dividend E | ETF-その他 | 11.07% | — | +7.13% | |
| 3 | UBS | UBS Group AG | 株式-金融 | 10.67% | — | +16.58% | |
| 4 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 7.10% | — | +7.01% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 7.02% | — | +2.34% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.16% | -4.03% | EXIT | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 5.97% | — | +14.88% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.24% | -2.08% | EXIT | |
| 9 | WMB | Williams Cos INC | 株式-エネルギー | 2.66% | — | -1.89% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.94% | -1.75% | EXIT | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.57% | -1.50% | EXIT | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.44% | — | +11.90% | |
| 13 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.38% | — | -11.16% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.10% | — | — | |
| 15 | COP | Conocophillips | 株式-エネルギー | 1.08% | — | -5.27% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.08% | -0.58% | EXIT | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.01% | -1.61% | EXIT | |
| 18 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 1.00% | — | -19.83% | |
| 19 | WPXUSD | Wpx Energy INC | 株式-その他 | 0.86% | — | -3.31% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | +2.74% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.52% | — | +13.40% | |
| 22 | ✓ | 株式-その他 | 0.52% | — | -45.36% | ||
| 23 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.48% | — | — | |
| 24 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 0.47% | — | +101.42% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.45% | -4.90% | EXIT | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | -2.16% | EXIT | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | -0.20% | EXIT | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.34% | — | +26.52% | |
| 29 | ETN | Eaton Corporation plc | 株式-資本財 | 0.33% | — | +0.03% | |
| 30 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.31% | — | -8.25% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | -2.23% | EXIT | |
| 32 | T | At&t INC | 株式-通信サービス | 0.27% | — | -20.14% | |
| 33 | MO | Altria Group INC | 株式-生活必需品 | 0.24% | — | -4.81% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | -0.62% | EXIT | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | -3.69% | EXIT | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.22% | — | -25.00% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.19% | — | — | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.18% | — | -4.56% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | -1.15% | EXIT | |
| 40 | CBU | Community Financial System I | 株式-その他 | 0.18% | — | — | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | -0.89% | EXIT | |
| 42 | DVA | Davita INC | 株式-ヘルスケア | 0.18% | — | — | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.17% | — | — | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.17% | — | +7.49% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | -0.29% | EXIT | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.16% | -0.18% | EXIT | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.15% | -0.72% | EXIT | |
| 48 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.15% | — | -4.75% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.15% | — | -17.30% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.15% | — | -1.02% |