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 | 36.59% | -1.40% | +27.33% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.42% | — | +25.47% | |
| 3 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.97% | — | +5.71% | |
| 4 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.90% | — | +108.43% | |
| 5 | PGX | Invesco Preferred ETF | ETF-その他 | 1.50% | — | -1.82% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.46% | — | -6.51% | |
| 7 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.24% | — | +559.09% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.19% | -0.29% | +8.08% | |
| 9 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 1.14% | — | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.11% | — | -11.38% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 1.08% | — | -0.90% | |
| 12 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 1.07% | — | — | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.06% | — | +2.44% | |
| 14 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.06% | — | +1.30% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | +6.58% | |
| 16 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.05% | — | — | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.04% | — | +11.76% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.02% | -0.14% | +2.28% | |
| 19 | EOI | Eaton Vance Enhanced Eq Incm | 株式-その他 | 1.00% | — | -3.89% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | +0.86% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.95% | — | -54.99% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.94% | — | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | +0.06% | +11.67% | |
| 24 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.91% | — | -58.39% | |
| 25 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.89% | — | — | |
| 26 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.89% | — | +5.07% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.88% | — | +31.72% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 0.86% | — | — | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.84% | — | -0.85% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | — | +4.59% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.84% | +0.06% | -10.11% | |
| 32 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 0.80% | — | -17.43% | |
| 33 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.79% | — | +2.73% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | +8.28% | |
| 35 | TRND | Pacer Trendpilot Funds Of Fd | ETF-その他 | 0.76% | — | — | |
| 36 | DAL | Delta Air Lines INC | 株式-資本財 | 0.71% | — | +3.34% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.69% | +0.05% | +4.44% | |
| 38 | TROW | T Rowe Price Group INC | 株式-金融 | 0.68% | — | +6.23% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.67% | — | +7.61% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.66% | — | — | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.66% | — | +45.60% | |
| 42 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.65% | — | +12.11% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | +6.59% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | +15.14% | |
| 45 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.56% | — | +0.30% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.56% | — | — | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | +0.21% | +5.54% | |
| 48 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 0.55% | — | +6.17% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.55% | +0.03% | +9.34% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +0.66% |