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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 8.91% | +0.36% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.64% | -0.24% | -2.14% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 4.54% | — | — | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 4.42% | +1.23% | +22.83% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.96% | -0.24% | -4.41% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.96% | -0.11% | -1.88% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.48% | -0.05% | +0.78% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.23% | +0.17% | -20.93% | |
| 9 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.08% | — | +728.65% | |
| 10 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.88% | — | -81.21% | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.80% | — | +7.89% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.80% | — | -3.54% | |
| 13 | CGUS | Cap Group Core Equity | ETF-その他 | 1.60% | — | -5.40% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.54% | -0.66% | +1.92% | |
| 15 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 1.52% | — | +0.13% | |
| 16 | ADP | Automatic Data Processing | 株式-IT | 1.36% | — | -20.78% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.35% | — | -2.66% | |
| 18 | WM | Waste Management INC | 株式-資本財 | 1.32% | — | -25.39% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.26% | — | -0.63% | |
| 20 | GD | General Dynamics CORP | 株式-資本財 | 1.23% | — | — | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.18% | — | -25.44% | |
| 22 | HUBB | Hubbell INC | 株式-資本財 | 1.16% | — | -0.22% | |
| 23 | DELL | Dell Technologies -c | 株式-IT | 1.13% | -0.54% | — | |
| 24 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.10% | — | +6.40% | |
| 25 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 1.08% | — | +2.29% | |
| 26 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 1.05% | — | -3.23% | |
| 27 | HSY | Hershey Co/the | 株式-生活必需品 | 1.03% | — | -2.47% | |
| 28 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.00% | — | -5.06% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.00% | — | +290.25% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | — | -2.55% | |
| 31 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.98% | — | — | |
| 32 | ZG | Zillow Group INC - A | 株式-通信サービス | 0.91% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | — | +172.07% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.88% | — | +4.02% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.88% | — | +41.17% | |
| 36 | MRO* | Marathon Oil CORP | 株式-その他 | 0.87% | — | +32.43% | |
| 37 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.86% | — | +1.25% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.85% | — | +7.13% | |
| 39 | BIIB | Biogen INC | 株式-ヘルスケア | 0.85% | — | +2.19% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | -1.01% | +3.93% | |
| 41 | LRCXEUR | Lam Research CORP | 株式-IT | 0.82% | — | — | |
| 42 | URI | United Rentals INC | 株式-資本財 | 0.80% | — | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.79% | — | +0.56% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.79% | +0.22% | -3.09% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.76% | — | — | |
| 46 | CGXU | Cap Group Intl Focus | ETF-その他 | 0.76% | -0.03% | — | |
| 47 | XLB | Ss Materials Select Sector | ETF-その他 | 0.75% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | +662.10% | |
| 49 | XLF | Ss Financial Select Sector | ETF-その他 | 0.73% | — | -0.77% | |
| 50 | AES | Aes CORP | 株式-公益事業 | 0.73% | — | +4.13% |