CIK: 0001763409
申告総資産額
$8.0億
| # | 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 | UNP | Union Pacific CORP | 株式-資本財 | 32.97% | — | -0.45% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.09% | — | -0.08% | |
| 3 | WSO | Watsco INC | 株式-資本財 | 8.96% | -0.09% | EXIT | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 8.13% | — | -6.04% | |
| 5 | NET | Cloudflare INC - Class A | 株式-IT | 6.55% | — | — | |
| 6 | WFC | Wells Fargo & Co | 株式-金融 | 6.47% | — | — | |
| 7 | T | At&t INC | 株式-通信サービス | 5.62% | — | -0.32% | |
| 8 | IT | Gartner INC | 株式-IT | 3.56% | -0.10% | — | |
| 9 | BR | Broadridge Financial Solutio | 株式-IT | 3.05% | — | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.78% | -1.42% | -1.86% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.68% | — | — | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.96% | — | — | |
| 13 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.51% | — | — | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.09% | — | — | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.01% | — | — | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.73% | — | — | |
| 17 | CAT | Caterpillar INC | 株式-資本財 | 0.51% | -0.65% | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.32% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AEP | American Electric Power Company, Inc. | +0.6% | — | 変化なし |
| 2 | WFC | Wells Fargo & Co | +0.3% | — | 変化なし |
| 3 | IWM | Ishares Russell 2000 ETF | 0% | — | 変化なし |
| 4 | CAT | Caterpillar INC | — | — | 変化なし |
| 5 | IWR | Ishares Russell Mid-cap ETF | 0% | — | 変化なし |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | — | 変化なし |
| 7 | EFA | Ishares Msci Eafe ETF | -0.1% | — | 変化なし |
| 8 | IYR | Ishares US Real Estate ETF | -0.1% | — | 変化なし |
| 9 | BR | Broadridge Financial Solutio | -0.2% | — | 変化なし |
| 10 | IVV | Ishares Core S&p 500 ETF | -0.3% | -1.86% | 減少 |
| 11 | VEA | Vanguard Ftse Developed ETF | -0.8% | -0.08% | 減少 |
| 12 | T | At&t INC | -1.3% | -0.32% | 減少 |
| 13 | V | Visa Inc-class A Shares | -1.6% | -6.04% | 減少 |
| 14 | WSO | Watsco INC | -2.4% | -0.52% | 減少 |
| 15 | UNP | Union Pacific CORP | -5.6% | -0.45% | 減少 |
| 16 | NET | Cloudflare INC - Class A | — | NEW | 新規購入 |
| 17 | IT | Gartner INC | — | NEW | 新規購入 |
| 18 | CHD | Church & Dwight Co INC | — | NEW | 新規購入 |