CIK: 0001714346
申告総資産額
$4.4億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 16.20% | — | +3.48% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.56% | — | +8.01% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.42% | — | +97.95% | |
| 4 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.12% | — | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.68% | — | +11.38% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.63% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.47% | — | +79.73% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.29% | — | — | |
| 9 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.02% | — | +103.70% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.97% | — | -0.19% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.88% | — | +40.23% | |
| 12 | ITW | Illinois Tool Works | 株式-資本財 | 1.72% | — | +41.60% | |
| 13 | PGR | Progressive CORP | 株式-金融 | 1.69% | — | +90.69% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.57% | — | +54.74% | |
| 15 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.52% | — | +11.75% | |
| 16 | WEP | Magellan Midstream Partners | 株式-その他 | 1.28% | — | +173.81% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.22% | — | -0.75% | |
| 18 | INTC | Intel CORP | 株式-IT | 1.12% | — | +53.37% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.08% | — | +125.68% | |
| 20 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.98% | — | +1626.00% | |
| 21 | DE | Deere & Co | 株式-資本財 | 0.97% | — | -0.03% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 0.94% | — | +125.08% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 0.91% | — | +37.03% | |
| 24 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.90% | — | +89.29% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.88% | — | -0.22% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | +5.00% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | — | +50.35% | |
| 28 | MRO* | Marathon Oil CORP | 株式-その他 | 0.69% | — | +8.30% | |
| 29 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.68% | — | +170.22% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | — | +60.27% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.59% | — | +28.56% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | +80.36% | |
| 33 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.58% | — | +5.87% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.58% | — | +20.60% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +22.16% | |
| 36 | VFC | Vf CORP | 株式-一般消費財 | 0.57% | — | — | |
| 37 | PSX | Phillips 66 | 株式-エネルギー | 0.57% | — | +6.72% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | +112.67% | |
| 39 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.56% | — | +116.61% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +373.43% | |
| 41 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.54% | — | +428.94% | |
| 42 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.54% | — | +71.40% | |
| 43 | UTXZ | United Tech CORP | 株式-その他 | 0.54% | — | +100.58% | |
| 44 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.53% | — | +18.12% | |
| 45 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.52% | — | +45.15% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | — | -1.36% | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.52% | — | -1.36% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.48% | — | — | |
| 49 | EMR | Emerson Electric Co | 株式-資本財 | 0.48% | — | -1.00% | |
| 50 | FITB | Fifth Third Bancorp | 株式-金融 | 0.48% | — | — |