CIK: 0001731448
申告総資産額
$3.5億
| # | 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 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 10.48% | — | +315.05% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.05% | -0.24% | +19.65% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 8.48% | +1.23% | — | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 4.29% | -0.24% | +5.31% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.31% | -1.01% | +60.16% | |
| 6 | ✓ | Invesco Qqq Trust | 株式-その他 | 3.10% | — | — | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 3.01% | -0.42% | EXIT | |
| 8 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 2.52% | — | +4.56% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.50% | — | +2265.25% | |
| 10 | ED | Consolidated Edison INC | 株式-公益事業 | 2.34% | — | +545.09% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.23% | -0.05% | — | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 2.23% | +0.22% | +2797.79% | |
| 13 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 2.22% | — | — | |
| 14 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 2.18% | — | +3682.01% | |
| 15 | WM | Waste Management INC | 株式-資本財 | 2.18% | — | +118.29% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.99% | — | -46.10% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.96% | — | -16.82% | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.76% | — | — | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.73% | — | +611.71% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.68% | +0.36% | -34.23% | |
| 21 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.63% | — | +4027.00% | |
| 22 | TXN | Texas Instruments INC | 株式-IT | 1.60% | — | -54.77% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.58% | — | — | |
| 24 | XEL | Xcel Energy INC | 株式-公益事業 | 1.58% | — | +2967.39% | |
| 25 | MMM | 3m Co | 株式-資本財 | 1.54% | — | +1493.80% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.40% | — | +1554.18% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.36% | +0.76% | +53.91% | |
| 28 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 1.35% | — | — | |
| 29 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 1.06% | — | +1412.02% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.05% | — | — | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 1.03% | +0.12% | +0.01% | |
| 32 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.87% | — | +2111.08% | |
| 33 | DG | Dollar General CORP | 株式-生活必需品 | 0.86% | — | +28.25% | |
| 34 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.81% | — | -5.51% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | — | +2.04% | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.79% | — | +14.41% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | +7.96% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | — | -0.15% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.67% | — | +56.97% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | -4.87% | |
| 41 | WDAY | Workday Inc-class A | 株式-IT | 0.61% | — | — | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.60% | — | +1.38% | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.60% | — | +1.57% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | -49.47% | |
| 45 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.56% | — | -0.60% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | +0.49% | NEW | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.42% | -0.37% | EXIT | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.41% | — | +4.60% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.38% | — | +4.58% | |
| 50 | SIZE | Ishares Msci USA Size Factor | ETF-その他 | 0.37% | — | +15.50% |