CIK: 0001715740
申告総資産額
$26.0億
上位200銘柄を表示中（全341銘柄）
| # | 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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 15.62% | +1.26% | +8.55% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 15.52% | -0.43% | +4.12% | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 12.59% | +0.33% | -3.49% | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 6.14% | — | -26.65% | |
| 5 | CSCO | Cisco Systems INC | 株式-IT | 1.58% | — | +1.04% | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.44% | — | +2.39% | |
| 7 | CAT | Caterpillar INC | 株式-資本財 | 1.39% | — | +1.99% | |
| 8 | BMO | Bank Of Montreal | 株式-金融 | 1.38% | — | +4.13% | |
| 9 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.33% | -0.15% | +4.57% | |
| 10 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.31% | — | +4.16% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.31% | +0.11% | +6.36% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.31% | — | +6.32% | |
| 13 | ETN | Eaton Corporation plc | 株式-資本財 | 1.25% | — | +6.19% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.23% | — | +16.83% | |
| 15 | WELL | Welltower INC | 株式-不動産 | 1.22% | — | +6.53% | |
| 16 | SPG | Simon Property Group INC | 株式-不動産 | 1.20% | — | +4.98% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.18% | +0.32% | +9.27% | |
| 18 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.17% | — | +6.96% | |
| 19 | CCI | Crown Castle INC | 株式-不動産 | 1.16% | — | +7.00% | |
| 20 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.15% | — | +6.87% | |
| 21 | DUK | Duke Energy CORP | 株式-公益事業 | 1.13% | — | +9.07% | |
| 22 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.13% | +0.07% | +7.18% | |
| 23 | AEP | American Electric Power | 株式-公益事業 | 1.12% | — | +7.07% | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 1.12% | — | +9.16% | |
| 25 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 1.11% | — | +10.35% | |
| 26 | BCE | Bce INC | 株式-通信サービス | 1.03% | — | +11.59% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.02% | — | -13.73% | |
| 28 | WEP | Magellan Midstream Partners | 株式-その他 | 0.98% | — | +10.63% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.85% | -0.14% | -1.70% | |
| 30 | PSCH | Invesco S&p Smallcap Health | ETF-その他 | 0.76% | — | +2.14% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.76% | — | -7.51% | |
| 32 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.70% | — | +2.91% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.69% | — | +20483.67% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.69% | — | -12.02% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.17% | +3.16% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | +2.40% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | +11.49% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.49% | — | +4.79% | |
| 39 | EMR | Emerson Electric Co | 株式-資本財 | 0.42% | — | +4.96% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.40% | — | +6.10% | |
| 41 | MDT | Medtronic plc | 株式-ヘルスケア | 0.37% | — | +5.08% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.37% | — | +6.73% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.37% | — | +9.09% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.36% | — | +8.25% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.36% | — | +5.29% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.34% | — | +8.28% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.34% | — | -26.18% | |
| 48 | FTXN | First Trust Nasdaq Oil & Gas | ETF-テック型 | 0.33% | — | — | |
| 49 | TD | Toronto-dominion Bank | 株式-金融 | 0.33% | — | +8.66% | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.33% | — | +9.41% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.9% | +8.55% | 増加 |
| 2 | VOO | Vanguard S&p 500 ETF | +0.9% | +4.12% | 増加 |
| 3 | MTUM | Ishares Msci USA Momentum Fa | +0.7% | +20483.67% | 増加 |
| 4 | LMT | Lockheed Martin CORP | +0.2% | +4.57% | 増加 |
| 5 | SCHB | Schwab US Broad Market ETF | +0.2% | +16.83% | 増加 |
| 6 | ETN | Eaton Corporation plc | +0.2% | +6.19% | 増加 |
| 7 | MRK | Merck & Co. INC. | +0.2% | +2.39% | 増加 |
| 8 | CSCO | Cisco Systems INC | +0.1% | +1.04% | 増加 |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.1% | +299.59% | 増加 |
| 10 | CAT | Caterpillar INC | +0.1% | +1.99% | 増加 |
| 11 | MO | Altria Group INC | +0.1% | +9.16% | 増加 |
| 12 | AAPL | Apple INC | +0.1% | -1.70% | 減少 |
| 13 | VZ | Verizon Communications INC | +0.1% | +6.36% | 増加 |
| 14 | QCOM | Qualcomm INC | +0.1% | +6.10% | 増加 |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +151.91% | 増加 |
| 16 | MSFT | Microsoft CORP | +0.1% | +3.16% | 増加 |
| 17 | MA | Mastercard INC - A | +0.1% | +434.68% | 増加 |
| 18 | BMO | Bank Of Montreal | +0.1% | +4.13% | 増加 |
| 19 | ABBV | Abbvie INC | +0.1% | +9.27% | 増加 |
| 20 | GS | Goldman Sachs Group INC | +0.1% | +83.68% | 増加 |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +304.30% | 増加 |
| 22 | EPD | Enterprise Products Partners | +0.1% | +6.87% | 増加 |
| 23 | CCI | Crown Castle INC | +0.1% | +7.00% | 増加 |
| 24 | BCE | Bce INC | +0.1% | +11.59% | 増加 |
| 25 | MCD | Mcdonald's CORP | +0.1% | +11.49% | 増加 |
| 26 | JNJ | Johnson & Johnson | +0.1% | +2.40% | 増加 |
| 27 | MMM | 3m Co | +0.1% | +16.76% | 増加 |
| 28 | DUK | Duke Energy CORP | +0.1% | +9.07% | 増加 |
| 29 | SPG | Simon Property Group INC | +0.1% | +4.98% | 増加 |
| 30 | AEP | American Electric Power | +0.1% | +7.07% | 増加 |
| 31 | AMGN | Amgen INC | +0.1% | +4.79% | 増加 |
| 32 | MDT | Medtronic plc | +0.1% | +5.08% | 増加 |
| 33 | WELL | Welltower INC | 0% | +6.53% | 増加 |
| 34 | PSCH | Invesco S&p Smallcap Health | 0% | +2.14% | 増加 |
| 35 | HACKUSD | Etfmg Prime Cyber Security E | 0% | +2.91% | 増加 |
| 36 | EMR | Emerson Electric Co | 0% | +4.96% | 増加 |
| 37 | UPS | United Parcel Service-cl B | 0% | +9.41% | 増加 |
| 38 | PM | Philip Morris International | 0% | +17.57% | 増加 |
| 39 | DLR | Digital Realty Trust INC | 0% | +7.18% | 増加 |
| 40 | WEP | Magellan Midstream Partners | 0% | +10.63% | 増加 |
| 41 | AMZN | Amazon.com INC | 0% | +3.51% | 増加 |
| 42 | GSK | GSK plc ADRhedged | 0% | +6.96% | 増加 |
| 43 | ORCL | Oracle CORP | -0.1% | -26.18% | 減少 |
| 44 | IQV | Iqvia Holdings INC | -0.1% | -95.49% | 減少 |
| 45 | ACWI | Ishares Msci Acwi ETF | -0.5% | -3.49% | 減少 |
| 46 | ROBO | Robo Global Robotics And Aut | -0.6% | -97.66% | 減少 |
| 47 | KRE | Ss Spdr S&p Regional Bank | -0.9% | -99.83% | 減少 |
| 48 | CWB | Ss Spdr Bb Conv Sec ETF | -2.5% | -26.65% | 減少 |
| 49 | SCJ | Ishares Msci Japan Small-cap | — | EXIT | 全売却 |
| 50 | FTXN | First Trust Nasdaq Oil & Gas | — | NEW | 新規購入 |