CIK: 0001750924
申告総資産額
$5.3億
| # | 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 6.26% | +0.99% | +4240.83% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.63% | — | +7.91% | |
| 3 | BG | Bunge Global SA | 株式-生活必需品 | 4.10% | — | +2.93% | |
| 4 | AMLP | Alerian Mlp ETF | ETF-その他 | 4.07% | — | +14.54% | |
| 5 | FTGC | First Trust Global Tactical | ETF-その他 | 4.05% | — | +13.47% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.70% | — | +4.83% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.59% | -0.28% | -1.91% | |
| 8 | AGNC | Agnc Investment CORP | 株式-不動産 | 3.49% | -0.34% | +7.96% | |
| 9 | MTB | M & T Bank CORP | 株式-金融 | 3.46% | — | +12.17% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 3.11% | — | +11.85% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.89% | -1.47% | +70.36% | |
| 12 | ISD | Pgim High Yield Bond Fund | 株式-その他 | 2.61% | — | +11.83% | |
| 13 | ICE | Intercontinental Exchange In | 株式-金融 | 2.32% | — | -0.19% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 2.24% | — | +62.74% | |
| 15 | DE | Deere & Co | 株式-資本財 | 2.18% | +0.20% | +0.28% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 2.18% | — | +214.62% | |
| 17 | CMA | Comerica INC | 株式-その他 | 2.14% | — | — | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.11% | — | +4.51% | |
| 19 | ✓ | Atlantica Yield PLC | 株式-その他 | 2.08% | — | -31.01% | |
| 20 | SPG | Simon Property Group INC | 株式-不動産 | 1.89% | — | -14.41% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.84% | — | +0.89% | |
| 22 | ABX | Barrick Gold CORP | 株式-金融 | 1.72% | — | — | |
| 23 | BFH | Bread Financial Holdings INC | 株式-金融 | 1.61% | — | +17.54% | |
| 24 | CRM | Salesforce INC | 株式-IT | 1.53% | — | -36.72% | |
| 25 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.52% | +0.22% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.45% | — | -59.52% | |
| 27 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.39% | -0.28% | +24.37% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.38% | — | +52.66% | |
| 29 | INDA | Ishares Msci India ETF | ETF-その他 | 1.22% | — | +4.88% | |
| 30 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.20% | — | +11.76% | |
| 31 | IBN | Icici Bank Ltd-spon Adr | 株式-金融 | 1.13% | — | -8.26% | |
| 32 | FCFS | Firstcash Holdings INC | 株式-金融 | 1.06% | — | — | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.94% | — | +18.17% | |
| 34 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.64% | — | +2.46% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.63% | — | +6.52% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | +6.14% | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.63% | — | +6.24% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.62% | — | — | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.60% | — | +24.78% | |
| 40 | FAST | Fastenal Co | 株式-資本財 | 0.59% | — | +6.44% | |
| 41 | ITW | Illinois Tool Works | 株式-資本財 | 0.58% | — | +8.13% | |
| 42 | BLKCHF | Blackrock INC | 株式-その他 | 0.57% | — | +8.87% | |
| 43 | MLPA | Global X Mlp ETF | ETF-その他 | 0.57% | — | +30.46% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.54% | — | +46.72% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | — | +4.19% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.48% | +0.19% | +81.78% | |
| 47 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.47% | — | +41.63% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.46% | +1.17% | +26.35% | |
| 49 | SCCO | Southern Copper CORP | 株式-素材 | 0.46% | — | +14.78% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | — | — |