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 | 5.88% | -0.24% | +3.03% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.76% | +0.36% | -23.41% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 4.61% | -0.24% | -0.63% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.00% | -0.33% | +5.58% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.54% | +0.17% | -7.80% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.24% | -0.11% | +4.78% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.09% | -0.05% | +47.35% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.88% | -1.01% | +128.32% | |
| 9 | CGXU | Cap Group Intl Focus | ETF-その他 | 1.87% | -0.03% | +11.53% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.83% | — | +4.47% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.77% | -0.66% | +1.62% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.62% | — | +32.04% | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.57% | — | +7.48% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.56% | — | +267.77% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.42% | — | -4.28% | |
| 16 | AXP | American Express Co | 株式-金融 | 1.38% | -0.96% | +0.57% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.37% | — | +18.28% | |
| 18 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.35% | -0.49% | +7.02% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.32% | — | +4.16% | |
| 20 | CGUS | Cap Group Core Equity | ETF-その他 | 1.28% | — | +8.73% | |
| 21 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 1.27% | -1.14% | +8.37% | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.27% | +0.94% | +147.20% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.25% | +0.12% | +48.31% | |
| 24 | WMB | Williams Cos INC | 株式-エネルギー | 1.24% | — | -24.20% | |
| 25 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.22% | — | +3.01% | |
| 26 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 1.22% | -0.05% | +7.53% | |
| 27 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.15% | — | — | |
| 28 | GD | General Dynamics CORP | 株式-資本財 | 1.12% | — | -0.78% | |
| 29 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.11% | — | -1.97% | |
| 30 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 1.11% | — | +8.81% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 1.10% | — | +70.36% | |
| 32 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 1.10% | — | — | |
| 33 | AFL | Aflac INC | 株式-金融 | 1.10% | — | -2.31% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 1.10% | — | -1.51% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 1.08% | +0.76% | -3.43% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.07% | — | +25.71% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 1.07% | +0.22% | -11.39% | |
| 38 | PLD | Prologis INC | 株式-不動産 | 1.05% | — | -2.16% | |
| 39 | TT | Trane Technologies plc | 株式-資本財 | 1.04% | — | +1.13% | |
| 40 | DELL | Dell Technologies -c | 株式-IT | 1.04% | -0.54% | +95.93% | |
| 41 | JLL | Jones Lang Lasalle INC | 株式-不動産 | 1.02% | — | +3.20% | |
| 42 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.00% | — | +99.28% | |
| 43 | COF | Capital One Financial CORP | 株式-金融 | 0.98% | — | -14.84% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.94% | — | -0.30% | |
| 45 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.94% | -0.98% | EXIT | |
| 46 | SDVD | Ft Vest Smid Rising Dividend | ETF-その他 | 0.94% | — | +9.85% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.93% | -0.84% | -0.70% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.87% | — | -39.73% | |
| 49 | IQLT | Ishares Msci International Q | ETF-その他 | 0.79% | — | +18.31% | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.79% | — | -3.86% |