CIK: 0001733777
申告総資産額
$4.8億
上位200銘柄を表示中（全445銘柄）
| # | 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 | ISCV | Ishares Morningstar Small-ca | ETF-その他 | 8.71% | — | +0.71% | |
| 2 | STE | STERIS plc | 株式-ヘルスケア | 5.10% | — | — | |
| 3 | AEP | American Electric Power | 株式-公益事業 | 3.40% | — | — | |
| 4 | CZR | Caesars Entertainment INC | 株式-一般消費財 | 2.67% | — | — | |
| 5 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 2.17% | — | — | |
| 6 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 2.00% | — | — | |
| 7 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.69% | — | — | |
| 8 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 1.62% | — | — | |
| 9 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.55% | — | — | |
| 10 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.49% | — | — | |
| 11 | UXI | Proshares Ultra Industrials | ETF-その他 | 1.44% | — | — | |
| 12 | CDL | Victoryshares US Large Cap H | ETF-大型株・グロース | 1.33% | — | — | |
| 13 | LNT | Alliant Energy CORP | 株式-公益事業 | 1.30% | — | — | |
| 14 | FDX | Fedex CORP | 株式-資本財 | 1.27% | — | — | |
| 15 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.23% | — | — | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.20% | — | +32.38% | |
| 17 | R | Ryder System INC | 株式-資本財 | 1.20% | — | — | |
| 18 | SRE | Sempra | 株式-公益事業 | 1.19% | — | — | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.18% | — | — | |
| 20 | ARTNA | Artesian Resources Corp-cl A | 株式-その他 | 1.16% | — | — | |
| 21 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.11% | — | — | |
| 22 | PFM | Invesco Dividend Achievers E | ETF-その他 | 1.11% | — | — | |
| 23 | ISCG | Ishares Morningstar Small-ca | ETF-その他 | 1.08% | — | — | |
| 24 | YORW | York Water Co | 株式-その他 | 1.07% | — | — | |
| 25 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.96% | — | -7.40% | |
| 26 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.93% | — | — | |
| 27 | CPK | Chesapeake Utilities CORP | 株式-その他 | 0.93% | — | — | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.88% | — | — | |
| 29 | ✓ | Kraneshares Tr | 株式-その他 | 0.86% | — | -9.53% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.86% | — | +0.66% | |
| 31 | SBFG | Sb Financial Group INC | 株式-その他 | 0.85% | — | — | |
| 32 | LDOS | Leidos Holdings INC | 株式-IT | 0.85% | — | — | |
| 33 | ERX | Direxion Daily Enrgy Bl2x-ui | ETF-その他 | 0.83% | — | — | |
| 34 | MSEX | Middlesex Water Co | 株式-その他 | 0.78% | — | — | |
| 35 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 0.72% | — | +9.74% | |
| 36 | KNSL | Kinsale Capital Group INC | 株式-金融 | 0.70% | — | — | |
| 37 | DREUSD | Duke Realty CORP | 株式-その他 | 0.68% | — | — | |
| 38 | EBAY | Ebay INC | 株式-一般消費財 | 0.66% | — | — | |
| 39 | AON | Aon plc | 株式-金融 | 0.65% | — | — | |
| 40 | TMUS | T-mobile US INC | 株式-通信サービス | 0.65% | — | — | |
| 41 | WEN | Wendy's Co/the | 株式-一般消費財 | 0.63% | — | — | |
| 42 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.61% | — | — | |
| 43 | PPC | Pilgrim's Pride CORP | 株式-生活必需品 | 0.61% | — | — | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.60% | — | +1272.18% | |
| 45 | TTEK | Tetra Tech INC | 株式-資本財 | 0.60% | — | — | |
| 46 | SPLKCHF | Splunk INC | 株式-その他 | 0.59% | — | — | |
| 47 | PWS | Pacer Wealthshield ETF | ETF-その他 | 0.59% | — | +6.27% | |
| 48 | CSX | Csx CORP | 株式-資本財 | 0.59% | — | — | |
| 49 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.58% | — | — | |
| 50 | ✓ | Kraneshares Tr | 株式-その他 | 0.54% | — | +7.38% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FSKR | Fs Kkr Capital CORP Ii | -0.4% | +26.04% | 増加 |
| 2 | AAPL | Apple INC | -0.4% | +250.07% | 増加 |
| 3 | MCD | Mcdonald's CORP | -0.4% | +2.84% | 増加 |
| 4 | TROW | T Rowe Price Group INC | -0.4% | -7.05% | 減少 |
| 5 | CL | Colgate-palmolive Co | -0.4% | -4.65% | 減少 |
| 6 | XMLV | Invesco S&p Midcap Low Volat | -0.4% | +21.46% | 増加 |
| 7 | PEP | Pepsico INC | -0.4% | -3.36% | 減少 |
| 8 | ITW | Illinois Tool Works | -0.4% | -7.16% | 減少 |
| 9 | KMB | Kimberly-clark CORP | -0.4% | -6.14% | 減少 |
| 10 | TGT | Target CORP | -0.4% | -7.31% | 減少 |
| 11 | LIN | Linde plc | -0.4% | -6.04% | 減少 |
| 12 | ECL | Ecolab INC | -0.4% | -3.75% | 減少 |
| 13 | XLK | Ss Technology Select Sector | -0.4% | -22.17% | 減少 |
| 14 | CTAS | Cintas CORP | -0.4% | -7.63% | 減少 |
| 15 | APD | Air Products & Chemicals INC | -0.4% | -10.46% | 減少 |
| 16 | SHW | Sherwin-williams Co/the | -0.4% | -7.93% | 減少 |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | -6.65% | 減少 |
| 18 | ROP | Roper Technologies INC | -0.4% | -2.70% | 減少 |
| 19 | MMM | 3m Co | -0.4% | -1.09% | 減少 |
| 20 | ABBV | Abbvie INC | -0.4% | -5.56% | 減少 |
| 21 | XLY | Ss Consumer Disc Select Sect | -0.4% | -19.43% | 減少 |
| 22 | SPGI | S&p Global INC | -0.5% | -10.48% | 減少 |
| 23 | AMZN | Amazon.com INC | -0.5% | +2.38% | 増加 |
| 24 | WMT | Walmart INC | -0.5% | -6.52% | 減少 |
| 25 | PG | Procter & Gamble Co/the | -0.5% | -21.02% | 減少 |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.7% | +4.13% | 増加 |
| 27 | USMV | Ishares Msci USA Min Vol Fac | -0.7% | -8.54% | 減少 |
| 28 | HTAB | Hartford Schroders Tax Aware | -0.8% | -47.03% | 減少 |
| 29 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.8% | -46.84% | 減少 |
| 30 | UPRO | Proshares Ultrapro S&p 500 | -0.8% | -11.43% | 減少 |
| 31 | PFL | Pimco Income Strategy Fund | -0.9% | -0.85% | 減少 |
| 32 | IVW | Ishares S&p 500 Growth ETF | -1.3% | -1.83% | 減少 |
| 33 | IVE | Ishares S&p 500 Value ETF | -1.4% | -9.74% | 減少 |
| 34 | PTLC | Pacer Trendpilot US Large Ca | -1.4% | -35.55% | 減少 |
| 35 | VTV | Vanguard Value ETF | -1.4% | -6.39% | 減少 |
| 36 | DGRO | Ishares Core Dividend Growth | -1.5% | -8.28% | 減少 |
| 37 | IWN | Ishares Russell 2000 Value E | -1.6% | -9.94% | 減少 |
| 38 | VBR | Vanguard Small-cap Value ETF | -1.8% | -6.63% | 減少 |
| 39 | IEMG | Ishares Core Msci Emerging | -2.4% | +1.71% | 増加 |
| 40 | ✓ | Kraneshares Tr | -2.8% | +20.70% | 増加 |
| 41 | VBK | Vanguard Small-cap Grwth ETF | -2.8% | -7.36% | 減少 |
| 42 | PWS | Pacer Wealthshield ETF | -3.1% | +6.27% | 増加 |
| 43 | ✓ | Kraneshares Tr | -3.2% | +7.38% | 増加 |
| 44 | PTBD | Pacer Trendpilot US Bond ETF | -3.9% | +9.74% | 増加 |
| 45 | SPLV | Invesco S&p 500 Low Volatili | -4.9% | -62.68% | 減少 |
| 46 | IEFA | Ishares Core Msci Eafe ETF | -5% | +0.66% | 増加 |
| 47 | AGG | Ishares Core U.s. Aggregate | -5.5% | +32.38% | 増加 |
| 48 | ✓ | Kraneshares Tr | -5.6% | -9.53% | 減少 |
| 49 | IUSG | Ishares Core S&p U.s. Growth | -5.9% | -7.40% | 減少 |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | — | EXIT | 全売却 |