CIK: 0001722283
申告総資産額
$2.8億
| # | 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 | 13.39% | +12.89% | -14.49% | |
| 2 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 10.50% | -6.62% | +79.12% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.66% | +4.52% | +3.38% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 4.21% | — | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.92% | +8.33% | +4.70% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.98% | +1.54% | -7.50% | |
| 7 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 2.71% | -0.73% | EXIT | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.69% | — | +36.74% | |
| 9 | AEP | American Electric Power | 株式-公益事業 | 2.49% | — | -5.48% | |
| 10 | KR | Kroger Co | 株式-生活必需品 | 2.43% | — | +0.66% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.43% | +0.50% | NEW | |
| 12 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 2.30% | — | +28.16% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 2.26% | — | +4.00% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.21% | -4.65% | +14.21% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.18% | — | +11.38% | |
| 16 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 2.08% | +0.10% | +55.76% | |
| 17 | MNST | Monster Beverage CORP | 株式-生活必需品 | 2.00% | — | +46.46% | |
| 18 | HSY | Hershey Co/the | 株式-生活必需品 | 1.98% | — | +33.62% | |
| 19 | FIS | Fidelity National Info Serv | 株式-IT | 1.98% | — | +434.38% | |
| 20 | IQLT | Ishares Msci International Q | ETF-その他 | 1.88% | — | -0.86% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.79% | +0.12% | +255.27% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.65% | — | +119.14% | |
| 23 | COP | Conocophillips | 株式-エネルギー | 1.62% | — | +100.03% | |
| 24 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.59% | — | -0.06% | |
| 25 | TMUS | T-mobile US INC | 株式-通信サービス | 1.59% | — | +569.25% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.48% | — | -53.75% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | — | -2.07% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.48% | — | — | |
| 29 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.08% | — | — | |
| 30 | ECL | Ecolab INC | 株式-素材 | 0.98% | — | +0.10% | |
| 31 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.95% | — | — | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.89% | — | +108.60% | |
| 33 | ED | Consolidated Edison INC | 株式-公益事業 | 0.88% | — | +8.27% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.82% | — | — | |
| 35 | TAFI | AB Tax Aware Short Dur Muni | ETF-その他 | 0.82% | — | — | |
| 36 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.61% | — | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | -40.50% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | — | +218.45% | |
| 39 | INTU | Intuit INC | 株式-IT | 0.44% | +0.52% | NEW | |
| 40 | AAPL | Apple INC | 株式-IT | 0.43% | — | -51.72% | |
| 41 | PGR | Progressive CORP | 株式-金融 | 0.42% | — | -11.71% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.41% | — | — | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.39% | +0.62% | NEW | |
| 44 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.38% | — | -73.93% | |
| 45 | CPRT | Copart INC | 株式-資本財 | 0.36% | — | -1.45% | |
| 46 | NOW | Servicenow INC | 株式-IT | 0.34% | +0.58% | -19.83% | |
| 47 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.31% | — | +7.47% | |
| 48 | XLE | Ss Energy Select Sector | ETF-その他 | 0.31% | — | — | |
| 49 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.30% | — | -51.10% | |
| 50 | LIN | Linde plc | 株式-素材 | 0.30% | — | +1.98% |