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 | 20.06% | -0.13% | -1.64% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 9.24% | -0.64% | +8.72% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 8.38% | +0.41% | -0.40% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.34% | -0.06% | +0.43% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.27% | — | -0.53% | |
| 6 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.34% | -0.19% | -0.19% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.25% | +0.22% | -2.41% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.19% | -0.04% | -2.01% | |
| 9 | PANW | Palo Alto Networks INC | 株式-IT | 1.60% | +1.00% | +6.29% | |
| 10 | SH1USD | Proshares Short S&p500 | ETF-その他 | 1.55% | — | -11.15% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.42% | -0.01% | -0.25% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.30% | — | -3.08% | |
| 13 | PSQUSD | Proshares Short Qqq | ETF-その他 | 1.28% | — | -5.71% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.27% | — | -1.71% | |
| 15 | AN | Autonation INC | 株式-一般消費財 | 1.16% | — | +0.08% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | — | -0.90% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.02% | — | -3.56% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.89% | — | +2.13% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | +0.03% | +1.00% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | — | -0.50% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.80% | — | +2.25% | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.80% | — | -0.17% | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 0.77% | — | +0.07% | |
| 24 | AWK | American Water Works Co INC | 株式-公益事業 | 0.76% | — | -1.49% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | -4.19% | |
| 26 | AZO | Autozone INC | 株式-一般消費財 | 0.69% | — | -2.87% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.67% | — | -5.12% | |
| 28 | COP | Conocophillips | 株式-エネルギー | 0.67% | -0.16% | +5.88% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.03% | +9.47% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.65% | — | +0.97% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.61% | -0.22% | -7.16% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.61% | — | -3.68% | |
| 33 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.59% | — | -0.57% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.58% | — | -2.57% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | -0.14% | -0.81% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.48% | — | +258.83% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.48% | +0.07% | -16.50% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | -0.45% | |
| 39 | PRU | Prudential Financial INC | 株式-金融 | 0.44% | — | +12.61% | |
| 40 | LHX | L3harris Technologies INC | 株式-資本財 | 0.43% | — | +1.48% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | — | -32.39% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.43% | -0.28% | EXIT | |
| 43 | ICE | Intercontinental Exchange In | 株式-金融 | 0.43% | -0.12% | -1.26% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.40% | — | +9.05% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.40% | -0.03% | -8.92% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.40% | — | +3.96% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | -3.20% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | +0.04% | |
| 49 | SCI | Service CORP International | 株式-一般消費財 | 0.39% | — | -0.26% | |
| 50 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.39% | — | +2.27% |