CIK: 0001729848
申告総資産額
$1.7億
| # | 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 | NRK | Nuveen Ny Amt-fr Muni INC | 株式-その他 | 9.00% | — | -16.16% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.57% | — | -7.65% | |
| 3 | NAN | Nuveen Ny Qlty Muni INC | 株式-その他 | 5.52% | — | — | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 5.25% | — | -33.98% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.14% | — | +6.28% | |
| 6 | XBNYX | Blackrock New York Muni INC | 株式-その他 | 3.95% | — | +734.91% | |
| 7 | ✓ | Pimco New York Mun Income Fd | 株式-その他 | 3.31% | — | +93.50% | |
| 8 | MUJ | BlackRock MuniHoldings New Jersey Quality Fund, Inc. | 株式-その他 | 2.83% | — | — | |
| 9 | PML | Pimco Municipal Income Fd Ii | 株式-その他 | 2.81% | — | — | |
| 10 | XENWX | Eaton Vance New York Municip | 株式-その他 | 2.70% | — | — | |
| 11 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 2.54% | — | — | |
| 12 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 2.37% | — | — | |
| 13 | PNI | Pimco Ny Muni INC Ii Fnd | 株式-その他 | 2.31% | — | — | |
| 14 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 2.27% | — | — | |
| 15 | XMVFX | Blackrock Munivest Fund | 株式-その他 | 1.90% | — | — | |
| 16 | VTN | Invesco Tr For Invest Grd Ny | 株式-その他 | 1.87% | — | — | |
| 17 | INTC | Intel CORP | 株式-IT | 1.81% | — | -3.16% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.65% | — | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.63% | — | — | |
| 20 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 1.56% | — | — | |
| 21 | XCMUX | Mfs High Yield Municipal Tr | 株式-その他 | 1.47% | — | — | |
| 22 | COP | Conocophillips | 株式-エネルギー | 1.41% | — | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.38% | — | +12.71% | |
| 24 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 1.35% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.34% | — | +160.01% | |
| 26 | BKCCUSD | Blackrock Capital Investment | 株式-その他 | 1.31% | — | -25.64% | |
| 27 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.31% | — | +46.41% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.30% | — | -4.30% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.21% | — | +19.01% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.07% | — | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.06% | — | — | |
| 32 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.97% | — | — | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.95% | — | — | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.95% | — | +0.57% | |
| 35 | JPC | Nuveen Prefered & Income Opp | 株式-その他 | 0.90% | — | -39.70% | |
| 36 | EPRT | Essential Properties Realty | 株式-不動産 | 0.86% | — | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.78% | — | +0.03% | |
| 38 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 0.72% | — | — | |
| 39 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.71% | — | — | |
| 40 | GFF | Griffon CORP | 株式-資本財 | 0.65% | — | — | |
| 41 | BDCLUSD | Etracs 2x Wells Fargo Bdci | ETF-その他 | 0.62% | — | — | |
| 42 | PSX | Phillips 66 | 株式-エネルギー | 0.61% | — | — | |
| 43 | BGB | Blackstone Strategic Credit | 株式-その他 | 0.61% | — | -58.93% | |
| 44 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 0.59% | — | — | |
| 45 | HSIC | Henry Schein INC | 株式-ヘルスケア | 0.57% | — | — | |
| 46 | SYY | Sysco CORP | 株式-生活必需品 | 0.53% | — | — | |
| 47 | ARCC | Ares Capital CORP | 株式-金融 | 0.50% | — | -47.74% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.48% | — | — | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.44% | — | — | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.43% | — | — |