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 | 24.51% | -1.40% | -0.22% | |
| 2 | ATRSEUR | Antares Pharma INC | 株式-その他 | 5.18% | — | — | |
| 3 | AAPL | Apple INC | 株式-IT | 3.59% | — | +28.03% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.99% | — | +196.57% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.96% | — | +1498.58% | |
| 6 | ✓ | Indexiq ETF Tr | ETF-大型株・グロース | 1.81% | — | — | |
| 7 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.78% | — | +48.37% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.78% | — | +14.42% | |
| 9 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 1.47% | — | — | |
| 10 | C | Citigroup INC | 株式-金融 | 1.45% | — | — | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.33% | -0.29% | +4.79% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.32% | +0.06% | +155.60% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 1.31% | — | +773.85% | |
| 14 | 0VVB | Paramount Global-class B | 株式-その他 | 1.29% | — | — | |
| 15 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.28% | — | +94.83% | |
| 16 | BHC | Bausch Health Cos INC | 株式-ヘルスケア | 1.27% | — | — | |
| 17 | PGX | Invesco Preferred ETF | ETF-その他 | 1.07% | — | +8.55% | |
| 18 | RWM | Proshares Short Russell2000 | ETF-その他 | 1.03% | — | +240.39% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | +0.06% | -5.78% | |
| 20 | ARCC | Ares Capital CORP | 株式-金融 | 0.98% | — | — | |
| 21 | ✓ | Bank Of Montreal | 株式-その他 | 0.97% | — | — | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | +16.35% | |
| 23 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.95% | — | +14.08% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | — | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.91% | — | +10.63% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.91% | — | -12.55% | |
| 27 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 0.84% | — | — | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.83% | -0.14% | +4.54% | |
| 29 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 0.83% | — | +33.21% | |
| 30 | CDW | Cdw Corp/de | 株式-IT | 0.81% | — | — | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.78% | — | +21.08% | |
| 32 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 0.77% | — | +27.10% | |
| 33 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.76% | — | +0.33% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.75% | — | +36.35% | |
| 35 | EOI | Eaton Vance Enhanced Eq Incm | 株式-その他 | 0.72% | — | +7.63% | |
| 36 | MXIM | Maxim Integrated Products | 株式-その他 | 0.69% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.69% | — | -0.68% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.67% | — | -6.08% | |
| 39 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.65% | — | — | |
| 40 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.65% | — | +13.06% | |
| 41 | TROW | T Rowe Price Group INC | 株式-金融 | 0.65% | — | +20.59% | |
| 42 | TRND | Pacer Trendpilot Funds Of Fd | ETF-その他 | 0.65% | — | +22.15% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | +0.21% | +22.45% | |
| 44 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.62% | — | +369.60% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | +5.25% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.60% | — | +34.27% | |
| 47 | GSBD | Goldman Sachs Bdc INC | 株式-その他 | 0.59% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -15.09% | |
| 49 | SPARUSD | Shyft Group Inc/the | 株式-その他 | 0.57% | — | — | |
| 50 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.57% | — | +40.82% |