CIK: 0001697715
申告総資産額
$11.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 16.24% | -0.13% | -1.15% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 9.54% | -0.64% | +0.14% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.43% | +0.41% | -1.55% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.78% | -0.06% | -1.74% | |
| 5 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 3.00% | -0.19% | -3.39% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.68% | — | +0.38% | |
| 7 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 2.58% | — | -3.83% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.41% | +0.22% | -1.42% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.35% | -0.04% | -2.49% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.36% | — | +8.41% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.31% | — | -6.27% | |
| 12 | PSQUSD | Proshares Short Qqq | ETF-その他 | 1.27% | — | — | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.27% | — | — | |
| 14 | AN | Autonation INC | 株式-一般消費財 | 1.14% | — | -9.72% | |
| 15 | SH1USD | Proshares Short S&p500 | ETF-その他 | 1.13% | — | — | |
| 16 | PANW | Palo Alto Networks INC | 株式-IT | 1.05% | +1.00% | — | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.02% | — | -2.66% | |
| 18 | AWK | American Water Works Co INC | 株式-公益事業 | 0.93% | — | -2.40% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.91% | — | -6.52% | |
| 20 | NXST | Nexstar Media Group INC | 株式-通信サービス | 0.89% | — | — | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.87% | — | -0.61% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.82% | — | -1.90% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 0.76% | — | -1.51% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | +0.03% | +1966.59% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.74% | — | -1.16% | |
| 26 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.73% | — | -12.09% | |
| 27 | AZO | Autozone INC | 株式-一般消費財 | 0.73% | — | -3.25% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.70% | -0.22% | +0.38% | |
| 29 | COP | Conocophillips | 株式-エネルギー | 0.70% | -0.16% | -5.66% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | — | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | — | +3.46% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | — | +9.46% | |
| 33 | LHX | L3harris Technologies INC | 株式-資本財 | 0.60% | — | -1.90% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.56% | — | -5.99% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.56% | -0.01% | -1.61% | |
| 36 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.56% | — | -3.30% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | -0.03% | -1.39% | |
| 38 | MOS | Mosaic Co/the | 株式-素材 | 0.54% | — | -8.86% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | -1.59% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.54% | — | +0.01% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | -0.14% | -2.87% | |
| 42 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.49% | — | -9.05% | |
| 43 | SCI | Service CORP International | 株式-一般消費財 | 0.49% | — | -2.28% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.49% | +0.07% | — | |
| 45 | CME | Cme Group INC | 株式-金融 | 0.47% | -0.13% | -2.46% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | -0.25% | |
| 47 | TGT | Target CORP | 株式-一般消費財 | 0.45% | — | -1.35% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.43% | -0.28% | EXIT | |
| 49 | ICE | Intercontinental Exchange In | 株式-金融 | 0.43% | -0.12% | -2.38% | |
| 50 | FDX | Fedex CORP | 株式-資本財 | 0.43% | — | -16.45% |