CIK: 0001543536
申告総資産額
$6.8億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.11% | -0.25% | +0.17% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.55% | +0.25% | -1.03% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.21% | +0.26% | -1.26% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.70% | — | -5.32% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.13% | -0.54% | +349.23% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.08% | -0.24% | -8.63% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.92% | — | -0.49% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.83% | -0.14% | -0.70% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 3.76% | -0.17% | +484.84% | |
| 10 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 3.31% | — | -2.37% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.43% | -0.07% | -1.45% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.05% | — | -4.61% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.50% | -0.10% | -3.67% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.28% | +0.09% | -0.71% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.23% | +0.14% | +0.60% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | -0.09% | -5.45% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.13% | — | -2.00% | |
| 18 | GDMA | Gadsden Dynamic Multi-asset | ETF-その他 | 1.11% | — | +0.95% | |
| 19 | CZFS | Citizens Financial Services | 株式-その他 | 1.07% | — | +0.50% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -0.19% | -5.29% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.99% | — | -9.50% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.98% | -0.14% | -24.65% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.94% | +0.16% | +58.97% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.90% | — | +0.91% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.20% | -3.25% | |
| 26 | PENN | PENN Entertainment, Inc. | 株式-一般消費財 | 0.84% | — | +0.23% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.82% | +0.16% | -0.22% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.76% | +0.07% | +0.27% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | +0.09% | -0.76% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.71% | — | +0.04% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.70% | -0.20% | +2.92% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | +2.63% | |
| 33 | MTB | M & T Bank CORP | 株式-金融 | 0.62% | — | -2.31% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | +0.39% | |
| 35 | BX | Blackstone INC | 株式-金融 | 0.55% | -0.13% | -3.44% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.54% | +0.08% | -7.78% | |
| 37 | DOW | Dow INC | 株式-素材 | 0.52% | — | +0.02% | |
| 38 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.51% | -0.63% | EXIT | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.07% | +5.45% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.43% | -0.11% | -1.57% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | -4.84% | |
| 42 | XLF | Ss Financial Select Sector | ETF-その他 | 0.41% | — | -87.03% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.40% | — | +325.81% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.39% | — | -0.01% | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.38% | — | -10.89% | |
| 46 | PPL | Ppl CORP | 株式-公益事業 | 0.38% | — | +1.81% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.36% | — | -4.40% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.35% | — | +0.46% | |
| 49 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.34% | — | +1.86% | |
| 50 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.31% | — | -6.14% |