CIK: 0001752761
申告総資産額
$5.0億
| # | 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 | UPS | United Parcel Service-cl B | 株式-資本財 | 29.85% | -1.40% | -0.05% | |
| 2 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.47% | — | +57.01% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.44% | — | -14.46% | |
| 4 | XRSFX | Rivernorth Capital & Income | 株式-その他 | 2.36% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 2.02% | — | +4.18% | |
| 6 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.99% | — | +15.29% | |
| 7 | PGX | Invesco Preferred ETF | ETF-その他 | 1.73% | — | -4.70% | |
| 8 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.70% | — | +14.18% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.47% | — | -10.39% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.47% | — | -3.91% | |
| 11 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 1.33% | — | — | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.32% | -0.29% | -0.81% | |
| 13 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.24% | — | +0.52% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.23% | — | +4.08% | |
| 15 | EOI | Eaton Vance Enhanced Eq Incm | 株式-その他 | 1.22% | — | -8.11% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.19% | — | -10.18% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.16% | -0.14% | +1.57% | |
| 18 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.13% | — | +0.99% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | — | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | +0.06% | +13.81% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | +3.42% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.01% | — | +4.72% | |
| 23 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.01% | — | +34.50% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.01% | +0.06% | — | |
| 25 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 0.99% | — | +24.35% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.97% | — | +0.67% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.96% | — | -12.67% | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.96% | — | +0.68% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.90% | — | +4.05% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | — | -18.77% | |
| 31 | PSR | Invesco Active US Real Estat | ETF-その他 | 0.88% | — | — | |
| 32 | DAL | Delta Air Lines INC | 株式-資本財 | 0.83% | — | +3.77% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.82% | +0.05% | -2.76% | |
| 34 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.80% | — | +2.76% | |
| 35 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 0.79% | — | +2.92% | |
| 36 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.77% | — | — | |
| 37 | TROW | T Rowe Price Group INC | 株式-金融 | 0.75% | — | +0.35% | |
| 38 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.73% | — | -25.98% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.72% | — | +3.19% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.69% | +0.21% | +7.48% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | — | +1.45% | |
| 42 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.67% | — | +1.90% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | — | +0.02% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.63% | — | +2.65% | |
| 45 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.62% | — | +2.55% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | +0.04% | +1.74% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.58% | +0.03% | -23.85% | |
| 48 | ADP | Automatic Data Processing | 株式-IT | 0.55% | — | +6.32% | |
| 49 | NFRA | Flexshares Stoxx Global Broa | ETF-その他 | 0.54% | — | — | |
| 50 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.53% | — | +1.03% |