CIK: 0001720969
申告総資産額
$8.5億
上位200銘柄を表示中（全360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 | 13.75% | — | -11.80% | |
| 2 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 7.45% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.24% | +0.14% | -0.29% | |
| 4 | CUBI | Customers Bancorp INC | 株式-その他 | 4.78% | — | — | |
| 5 | FULT | Fulton Financial CORP | 株式-金融 | 4.26% | — | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.20% | +1.98% | +32.61% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.00% | -0.01% | +15.70% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.72% | +0.09% | NEW | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.64% | — | +21.56% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.34% | — | +42.82% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.25% | -0.02% | +298.53% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.91% | — | +19.25% | |
| 13 | ✓ | Powershares | 株式-その他 | 1.89% | — | +17.58% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.80% | — | +532.36% | |
| 15 | XELBUSD | Xcel Brands INC | 株式-その他 | 1.77% | — | — | |
| 16 | RGA | Reinsurance Group Of America | 株式-金融 | 1.61% | — | +0.17% | |
| 17 | CNO | Cno Financial Group INC | 株式-金融 | 1.55% | — | — | |
| 18 | VFC | Vf CORP | 株式-一般消費財 | 1.52% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | +0.04% | — | |
| 20 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | 1.30% | — | — | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.25% | +0.17% | — | |
| 22 | GIL | Gildan Activewear INC | 株式-一般消費財 | 1.12% | — | — | |
| 23 | AAPL | Apple INC | 株式-IT | 1.09% | -0.05% | -1.04% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.98% | — | +30.31% | |
| 25 | EFX | Equifax INC | 株式-資本財 | 0.90% | — | — | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.13% | -0.40% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.72% | — | -0.75% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.62% | — | -0.82% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.58% | — | — | |
| 30 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.58% | — | +107.47% | |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.53% | — | — | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.49% | — | — | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | — | +3.96% | |
| 34 | WRLD | World Acceptance CORP | 株式-その他 | 0.46% | — | — | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.46% | — | — | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.45% | — | — | |
| 37 | BPLUSD | Buckeye Partners LP | 株式-その他 | 0.41% | — | — | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.40% | — | -1.42% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.39% | — | +0.13% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.38% | — | — | |
| 41 | MCHP | Microchip Technology INC | 株式-IT | 0.36% | — | +1012.03% | |
| 42 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.33% | — | +2.02% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | +0.27% | +43.81% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | -0.06% | +3.17% | |
| 45 | PPL | Ppl CORP | 株式-公益事業 | 0.27% | — | +24.87% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.27% | — | -5.69% | |
| 47 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 0.26% | — | — | |
| 48 | GWW | Ww Grainger INC | 株式-資本財 | 0.25% | — | -1.26% | |
| 49 | COP | Conocophillips | 株式-エネルギー | 0.25% | — | -5.22% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.24% | — | — |