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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.42% | -0.24% | +15.63% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 3.70% | -0.24% | +1.44% | |
| 3 | FMHI | First Trust Municipal High I | ETF-その他 | 3.64% | — | -3.80% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.45% | -0.11% | +7.63% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.41% | -0.05% | +13.45% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.05% | +0.17% | +26.83% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.05% | — | +19.51% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.48% | -1.01% | -3.56% | |
| 9 | IRM | Iron Mountain INC | 株式-不動産 | 2.18% | — | +38.74% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.12% | — | -5.47% | |
| 11 | NTAP | Netapp INC | 株式-IT | 2.01% | — | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.97% | +0.76% | +15.04% | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.82% | — | -19.41% | |
| 14 | EXR | Extra Space Storage INC | 株式-不動産 | 1.67% | — | -7.08% | |
| 15 | WM | Waste Management INC | 株式-資本財 | 1.61% | — | -7.97% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.57% | — | -1.74% | |
| 17 | ITW | Illinois Tool Works | 株式-資本財 | 1.48% | — | -31.73% | |
| 18 | WMB | Williams Cos INC | 株式-エネルギー | 1.45% | — | -1.40% | |
| 19 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 1.42% | — | — | |
| 20 | NDAQ | Nasdaq INC | 株式-金融 | 1.40% | — | — | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.35% | — | -24.64% | |
| 22 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 1.31% | — | -5.94% | |
| 23 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 1.31% | — | +0.98% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.30% | — | -11.97% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 1.26% | — | +54.80% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.14% | — | +1.12% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | -0.66% | -13.45% | |
| 28 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.07% | — | +0.78% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.07% | — | -49.42% | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 1.03% | — | -0.40% | |
| 31 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.03% | — | -52.33% | |
| 32 | FTGC | First Trust Global Tactical | ETF-その他 | 0.98% | — | — | |
| 33 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.91% | — | — | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.91% | — | +3.52% | |
| 35 | MRO* | Marathon Oil CORP | 株式-その他 | 0.90% | — | — | |
| 36 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.90% | — | — | |
| 37 | KEYS | Keysight Technologies In | 株式-IT | 0.89% | +0.95% | NEW | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.88% | — | +31.06% | |
| 39 | INTU | Intuit INC | 株式-IT | 0.87% | — | +230.93% | |
| 40 | PFG | Principal Financial Group | 株式-金融 | 0.85% | — | -59.74% | |
| 41 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.85% | — | -4.14% | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.85% | — | -43.07% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | — | +84.03% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.82% | +0.22% | -7.46% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.82% | — | -34.65% | |
| 46 | RF | Regions Financial CORP | 株式-金融 | 0.81% | — | +91.58% | |
| 47 | IDHQ | Invesco S&p International De | ETF-その他 | 0.77% | — | -2.16% | |
| 48 | TGT | Target CORP | 株式-一般消費財 | 0.76% | — | +79.33% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.71% | -0.84% | +51.10% | |
| 50 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.69% | — | +7.84% |