CIK: 0001720969
申告総資産額
$8.5億
上位200銘柄を表示中（全363銘柄）
| # | 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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 16.83% | — | -11.10% | |
| 2 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 7.20% | — | +2.76% | |
| 3 | CUBI | Customers Bancorp INC | 株式-その他 | 6.86% | — | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.80% | +0.14% | +3.44% | |
| 5 | FULT | Fulton Financial CORP | 株式-金融 | 5.10% | — | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.72% | -0.01% | +121.35% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.53% | +0.09% | NEW | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.45% | — | +16.17% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.41% | +1.98% | +63.83% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.57% | — | +93.41% | |
| 11 | XELBUSD | Xcel Brands INC | 株式-その他 | 2.26% | — | — | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.86% | — | +23.56% | |
| 13 | ✓ | Powershares | 株式-その他 | 1.85% | — | +24.52% | |
| 14 | CNO | Cno Financial Group INC | 株式-金融 | 1.68% | — | — | |
| 15 | RGA | Reinsurance Group Of America | 株式-金融 | 1.64% | — | -15.96% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.57% | +0.04% | — | |
| 17 | VFC | Vf CORP | 株式-一般消費財 | 1.49% | — | — | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.34% | +0.17% | +43.95% | |
| 19 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | 1.29% | — | — | |
| 20 | GIL | Gildan Activewear INC | 株式-一般消費財 | 1.24% | — | — | |
| 21 | AAPL | Apple INC | 株式-IT | 1.15% | -0.05% | +33.02% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | +0.13% | +14.16% | |
| 23 | EFX | Equifax INC | 株式-資本財 | 0.92% | — | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.83% | — | +54.21% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.72% | — | +3.82% | |
| 26 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.69% | — | +2.87% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.61% | — | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.60% | -0.02% | — | |
| 29 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.57% | — | — | |
| 30 | WRLD | World Acceptance CORP | 株式-その他 | 0.54% | — | — | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.51% | — | +1.13% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.51% | — | +71.60% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.51% | — | — | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | — | +41.41% | |
| 35 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.47% | — | +74.75% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | +6.91% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | — | +57.55% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.31% | — | — | |
| 39 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.31% | — | — | |
| 40 | PPL | Ppl CORP | 株式-公益事業 | 0.31% | — | +1.84% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | -0.06% | +16.87% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | — | +11.07% | |
| 43 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 0.28% | — | — | |
| 44 | COP | Conocophillips | 株式-エネルギー | 0.27% | — | +5.51% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.27% | — | — | |
| 46 | PSX | Phillips 66 | 株式-エネルギー | 0.24% | — | — | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | +0.27% | +6.08% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.23% | +0.09% | +1481.00% | |
| 49 | SEIC | Sei Investments Company | 株式-金融 | 0.23% | — | — | |
| 50 | GWW | Ww Grainger INC | 株式-資本財 | 0.22% | — | +1.27% |