CIK: 0001582561
申告総資産額
$3.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.54% | +0.13% | +1.28% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.04% | +5.12% | +2337.88% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.77% | — | -0.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.13% | +0.30% | -0.94% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.76% | — | +0.62% | |
| 6 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 2.68% | +2.28% | NEW | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.32% | -0.74% | +8.11% | |
| 8 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.26% | — | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.16% | — | -16.03% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.12% | — | — | |
| 11 | ECL | Ecolab INC | 株式-素材 | 2.11% | +0.37% | NEW | |
| 12 | USB | US Bancorp | 株式-金融 | 2.11% | — | +48.26% | |
| 13 | MMM | 3m Co | 株式-資本財 | 2.08% | — | +8.06% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.92% | +0.37% | +14.11% | |
| 15 | FMB | First Trust Managed Municipa | ETF-その他 | 1.92% | — | -3.52% | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.91% | — | -12.90% | |
| 17 | ALB | Albemarle CORP | 株式-素材 | 1.91% | — | — | |
| 18 | AMCR | Amcor plc | 株式-一般消費財 | 1.73% | — | +5.97% | |
| 19 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.71% | +2.26% | NEW | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.69% | — | +0.78% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.69% | — | -11.28% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.68% | +2.31% | NEW | |
| 23 | DEED | First Trust Securitized Plus | ETF-その他 | 1.67% | — | — | |
| 24 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.65% | +2.11% | +0.20% | |
| 25 | FRT | Federal Realty Invs Trust | 株式-不動産 | 1.48% | — | -4.69% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 1.45% | -0.82% | EXIT | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.41% | +0.30% | NEW | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.38% | — | +23.81% | |
| 29 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.24% | — | -1.51% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 1.24% | — | +62.12% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.20% | -0.38% | EXIT | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.19% | — | — | |
| 33 | GD | General Dynamics CORP | 株式-資本財 | 1.18% | +0.32% | NEW | |
| 34 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.17% | — | +2.73% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.16% | — | +3.26% | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 1.13% | — | +1.38% | |
| 37 | KLAC | Kla CORP | 株式-IT | 1.12% | — | -0.35% | |
| 38 | FTA | First Trust L C Val Alp | ETF-その他 | 1.06% | — | -28.35% | |
| 39 | ED | Consolidated Edison INC | 株式-公益事業 | 1.05% | — | — | |
| 40 | SLB | Slb LTD | 株式-エネルギー | 1.01% | — | -2.06% | |
| 41 | DOW | Dow INC | 株式-素材 | 0.99% | — | -0.29% | |
| 42 | LHX | L3harris Technologies INC | 株式-資本財 | 0.98% | +0.29% | NEW | |
| 43 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.91% | — | -0.09% | |
| 44 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.91% | — | — | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.85% | — | -3.26% | |
| 46 | AFL | Aflac INC | 株式-金融 | 0.84% | — | -9.30% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.82% | — | -10.80% | |
| 48 | FTCS | First Trust Capital Strength | ETF-その他 | 0.82% | — | -10.80% | |
| 49 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.81% | — | — | |
| 50 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.80% | — | -4.22% |