CIK: 0001727342
申告総資産額
$4.1億
| # | 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 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 10.03% | — | +7.11% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.47% | -0.05% | -0.08% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.26% | +0.13% | +2.89% | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 5.26% | +0.40% | +12.15% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.14% | — | +2.97% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 4.53% | -0.35% | +2.02% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.61% | — | +0.16% | |
| 8 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 3.02% | — | +3.51% | |
| 9 | BAC 7.25 PERP L | Bank Of America CORP | 株式-金融 | 2.87% | — | +1.86% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.65% | -0.10% | -1.26% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.60% | +0.16% | -2.55% | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 2.43% | +0.03% | -0.33% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.05% | +0.10% | +11.61% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.01% | — | +1.36% | |
| 15 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 1.75% | — | +14.94% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.71% | +0.06% | +4.10% | |
| 17 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 1.59% | — | +0.11% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.43% | +0.17% | +2.04% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.42% | -0.33% | +0.30% | |
| 20 | PPC | Pilgrim's Pride CORP | 株式-生活必需品 | 1.39% | — | +3.02% | |
| 21 | PHM | Pultegroup INC | 株式-一般消費財 | 1.31% | +0.17% | -0.00% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.24% | +0.60% | -0.85% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.22% | +0.07% | -4.11% | |
| 24 | PCAR | Paccar INC | 株式-資本財 | 1.12% | -0.04% | +4.26% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 1.10% | — | +5.36% | |
| 26 | GM | General Motors Co | 株式-一般消費財 | 1.10% | — | +4.95% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 1.10% | +0.40% | +3.74% | |
| 28 | SYMCEUR | Symantec CORP | 株式-その他 | 1.07% | — | +8.40% | |
| 29 | GD | General Dynamics CORP | 株式-資本財 | 1.04% | — | +4.44% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | — | +11.39% | |
| 31 | LEA | Lear CORP | 株式-一般消費財 | 1.02% | — | +29.21% | |
| 32 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.02% | -0.38% | +14.24% | |
| 33 | VLO | Valero Energy CORP | 株式-エネルギー | 1.00% | -0.07% | +8.15% | |
| 34 | TXT | Textron INC | 株式-資本財 | 0.98% | — | +455.97% | |
| 35 | NUE | Nucor CORP | 株式-素材 | 0.97% | +0.28% | +10.89% | |
| 36 | HPQ | Hp INC | 株式-IT | 0.97% | — | +4.10% | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.96% | -0.28% | +10.18% | |
| 38 | XRX | Xerox Holdings CORP | 株式-資本財 | 0.96% | — | — | |
| 39 | HUM | Humana INC | 株式-ヘルスケア | 0.96% | — | +6.75% | |
| 40 | ✓ | Stewardship Finl CORP | 株式-その他 | 0.92% | — | +4.51% | |
| 41 | SAN | Banco Santander Sa-spon Adr | 株式-金融 | 0.92% | — | +19.56% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.92% | — | -5.85% | |
| 43 | LAZ | Lazard, Inc. | 株式-金融 | 0.92% | — | +15.96% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.73% | — | -8.22% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.36% | — | -26.17% | |
| 46 | URTH | Ishares Msci World ETF | ETF-その他 | 0.35% | — | — | |
| 47 | KRNY | Kearny Financial Corp/md | 株式-その他 | 0.34% | — | — | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.29% | — | +6.81% | |
| 49 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.28% | — | -0.83% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.24% | — | -17.64% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TXT | Textron INC | +0.8% | +455.97% | 増加 |
| 2 | FLOT | Ishares Floating Rate Bond E | +0.6% | +7.11% | 増加 |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | +0.5% | +12.15% | 増加 |
| 4 | WFC 7.5 PERP L | Wells Fargo & Company | +0.4% | +3.51% | 増加 |
| 5 | PPC | Pilgrim's Pride CORP | +0.3% | +3.02% | 増加 |
| 6 | BAC 7.25 PERP L | Bank Of America CORP | +0.3% | +1.86% | 増加 |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +2.97% | 増加 |
| 8 | AAPL | Apple INC | +0.2% | -2.55% | 減少 |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.2% | +11.61% | 増加 |
| 10 | PHM | Pultegroup INC | +0.2% | -0.00% | 減少 |
| 11 | SYMCEUR | Symantec CORP | +0.2% | +8.40% | 増加 |
| 12 | GMF | State Street Spdr S&p Emergi | +0.1% | +14.94% | 増加 |
| 13 | LAZ | Lazard, Inc. | +0.1% | +15.96% | 増加 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +4.10% | 増加 |
| 15 | BOND | Pimco Active Bond Exchange-t | +0.1% | +2.02% | 増加 |
| 16 | AMGN | Amgen INC | +0.1% | +5.36% | 増加 |
| 17 | WMT | Walmart INC | +0.1% | +0.30% | 増加 |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.89% | 増加 |
| 19 | LEA | Lear CORP | +0.1% | +29.21% | 増加 |
| 20 | VLO | Valero Energy CORP | +0.1% | +8.15% | 増加 |
| 21 | GLD | Spdr Gold Shares | 0% | -1.26% | 減少 |
| 22 | IVE | Ishares S&p 500 Value ETF | 0% | +1.36% | 増加 |
| 23 | IBM | Intl Business Machines CORP | -0.1% | -37.33% | 減少 |
| 24 | MSFT | Microsoft CORP | -0.1% | -25.37% | 減少 |
| 25 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -4.11% | 減少 |
| 26 | HPQ | Hp INC | -0.1% | +4.10% | 増加 |
| 27 | ADP | Automatic Data Processing | -0.1% | -0.33% | 減少 |
| 28 | FPE | Ft-preferred Secur & INC ETF | -0.1% | -44.58% | 減少 |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | -8.22% | 減少 |
| 30 | IWF | Ishares Russell 1000 Growth | -0.1% | -26.17% | 減少 |
| 31 | MRK | Merck & Co. INC. | -0.1% | -34.76% | 減少 |
| 32 | PFE | Pfizer INC | -0.1% | -30.90% | 減少 |
| 33 | IEMG | Ishares Core Msci Emerging | -0.2% | -44.85% | 減少 |
| 34 | TBF | Proshares Short 20+ Treasury | -0.2% | +0.11% | 増加 |
| 35 | CSCO | Cisco Systems INC | -0.2% | -0.85% | 減少 |
| 36 | EFA | Ishares Msci Eafe ETF | -0.3% | -56.46% | 減少 |
| 37 | XRXCHF | Xerox CORP | — | EXIT | 全売却 |
| 38 | XRX | Xerox Holdings CORP | — | NEW | 新規購入 |
| 39 | C | Citigroup INC | — | EXIT | 全売却 |
| 40 | ✓ | — | EXIT | 全売却 | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | — | EXIT | 全売却 |
| 42 | USIG | Ishares Broad Usd Investment | — | EXIT | 全売却 |
| 43 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |
| 44 | WFC | Wells Fargo & Co | — | EXIT | 全売却 |
| 45 | PEP | Pepsico INC | — | EXIT | 全売却 |
| 46 | IWM | Ishares Russell 2000 ETF | — | EXIT | 全売却 |
| 47 | ELV | Elevance Health INC | — | EXIT | 全売却 |
| 48 | MUB | Ishares National Muni Bond E | — | EXIT | 全売却 |
| 49 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 50 | NUSC | Nuveen Esg Small-cap ETF | — | NEW | 新規購入 |