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 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 15.16% | -6.62% | +39.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.34% | +12.89% | -0.94% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.71% | +4.52% | -2.71% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 4.33% | — | -2.38% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.12% | +8.33% | +3.25% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.96% | +1.54% | +2.26% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.76% | — | +3.76% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.59% | -4.65% | +13.68% | |
| 9 | KR | Kroger Co | 株式-生活必需品 | 2.53% | — | -4.80% | |
| 10 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 2.46% | — | — | |
| 11 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 2.42% | — | -2.23% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.34% | +0.50% | NEW | |
| 13 | AEP | American Electric Power | 株式-公益事業 | 2.29% | — | -17.47% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 2.20% | — | — | |
| 15 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 2.09% | +0.10% | +2.78% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.08% | — | -13.11% | |
| 17 | MNST | Monster Beverage CORP | 株式-生活必需品 | 2.05% | — | +3.02% | |
| 18 | FIS | Fidelity National Info Serv | 株式-IT | 1.97% | — | -5.86% | |
| 19 | IQLT | Ishares Msci International Q | ETF-その他 | 1.94% | — | +1.95% | |
| 20 | HSY | Hershey Co/the | 株式-生活必需品 | 1.94% | — | -1.82% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.88% | +0.12% | +4.65% | |
| 22 | CPB | THE Campbell's Company | 株式-生活必需品 | 1.66% | +0.50% | NEW | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | — | -6.05% | |
| 24 | COP | Conocophillips | 株式-エネルギー | 1.55% | — | +9.37% | |
| 25 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.50% | — | -1.39% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | — | +8.62% | |
| 27 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.25% | — | +17.46% | |
| 28 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.07% | — | -23.69% | |
| 29 | ECL | Ecolab INC | 株式-素材 | 1.00% | — | -0.10% | |
| 30 | ED | Consolidated Edison INC | 株式-公益事業 | 0.87% | — | -11.09% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.85% | — | -24.26% | |
| 32 | TAFI | AB Tax Aware Short Dur Muni | ETF-その他 | 0.76% | — | -3.78% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | -56.75% | |
| 34 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.57% | — | +2.22% | |
| 35 | NEM | Newmont CORP | 株式-素材 | 0.57% | — | — | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.55% | — | +370.76% | |
| 37 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.44% | — | -22.37% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.44% | — | -2.00% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.43% | — | — | |
| 40 | PGR | Progressive CORP | 株式-金融 | 0.41% | — | -16.50% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.38% | +0.62% | NEW | |
| 42 | GNRC | Generac Holdings INC | 株式-資本財 | 0.34% | — | +116.63% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | -38.94% | |
| 44 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.31% | — | -11.68% | |
| 45 | NOW | Servicenow INC | 株式-IT | 0.30% | +0.58% | -17.08% | |
| 46 | LIN | Linde plc | 株式-素材 | 0.29% | — | -4.26% | |
| 47 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.28% | — | -8.74% | |
| 48 | PYPL | Paypal Holdings INC | 株式-金融 | 0.25% | — | -11.22% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | — | -0.79% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.18% | — | -5.91% |