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% | +0.22% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.42% | — | -21.89% | |
| 3 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.97% | — | -12.60% | |
| 4 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.90% | — | — | |
| 5 | PGX | Invesco Preferred ETF | ETF-その他 | 1.50% | — | -7.88% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.46% | — | -32.60% | |
| 7 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.24% | — | +448.47% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.19% | -0.29% | -4.57% | |
| 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% | — | +14.35% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 1.08% | — | -17.41% | |
| 12 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 1.07% | — | -21.32% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.06% | — | +6.48% | |
| 14 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.06% | — | -12.34% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | -9.61% | |
| 16 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.05% | — | -0.33% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.04% | — | -14.05% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.02% | -0.14% | -4.35% | |
| 19 | EOI | Eaton Vance Enhanced Eq Incm | 株式-その他 | 1.00% | — | -7.09% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | +17.77% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.95% | — | -66.28% | |
| 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% | +6.13% | |
| 24 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.91% | — | -48.67% | |
| 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% | — | -11.55% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.88% | — | — | |
| 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% | — | — | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | — | -26.66% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.84% | +0.06% | -60.88% | |
| 32 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 0.80% | — | — | |
| 33 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.79% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | -4.99% | |
| 35 | TRND | Pacer Trendpilot Funds Of Fd | ETF-その他 | 0.76% | — | -18.14% | |
| 36 | DAL | Delta Air Lines INC | 株式-資本財 | 0.71% | — | -35.12% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.69% | +0.05% | +6.70% | |
| 38 | TROW | T Rowe Price Group INC | 株式-金融 | 0.68% | — | -17.07% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.67% | — | -17.16% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.66% | — | -25.52% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.66% | — | +0.68% | |
| 42 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.65% | — | -28.99% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | -21.50% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | -18.85% | |
| 45 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.56% | — | -27.67% | |
| 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% | -18.33% | |
| 48 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 0.55% | — | -24.93% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.55% | +0.03% | — | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | -11.44% |