CIK: 0001720969
申告総資産額
$8.5億
| # | 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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 11.73% | — | +3.58% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.49% | +0.14% | +0.54% | |
| 3 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 4.00% | — | — | |
| 4 | FULT | Fulton Financial CORP | 株式-金融 | 3.75% | — | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.21% | -0.01% | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.16% | +0.09% | NEW | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.08% | +1.98% | +0.37% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.02% | — | — | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.87% | — | +0.87% | |
| 10 | CUBI | Customers Bancorp INC | 株式-その他 | 2.61% | — | — | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.32% | +0.27% | -30.34% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.98% | -0.05% | +60.51% | |
| 13 | AXS | AXIS Capital Holdings Limited | 株式-金融 | 1.97% | — | — | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.60% | — | — | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.56% | +0.17% | -2.77% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.54% | -0.09% | +9.65% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.46% | -0.02% | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.45% | +0.06% | +0.14% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.34% | — | +3.87% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | -0.02% | +270.86% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 1.22% | — | +7.58% | |
| 22 | RGA | Reinsurance Group Of America | 株式-金融 | 1.21% | — | — | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.17% | — | -36.04% | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.15% | — | -2.58% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.15% | — | -2.74% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.12% | — | +0.91% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.10% | +0.02% | +0.42% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 1.06% | — | -12.69% | |
| 29 | VFC | Vf CORP | 株式-一般消費財 | 1.03% | — | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.96% | — | +15.62% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.96% | -0.23% | +1.91% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | +0.13% | +2.77% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.91% | — | — | |
| 34 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.90% | — | +2.19% | |
| 35 | GIL | Gildan Activewear INC | 株式-一般消費財 | 0.82% | — | — | |
| 36 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.69% | — | +21.55% | |
| 37 | CNO | Cno Financial Group INC | 株式-金融 | 0.68% | — | -6.37% | |
| 38 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.65% | — | — | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.62% | — | -62.69% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | -0.03% | +11.74% | |
| 41 | EFX | Equifax INC | 株式-資本財 | 0.55% | — | — | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.54% | — | +7.35% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.53% | — | +1.04% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.53% | -0.04% | +2.28% | |
| 45 | COR | Cencora INC | 株式-ヘルスケア | 0.52% | — | -57.03% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.51% | — | -11.38% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.49% | — | +1.57% | |
| 48 | XELBUSD | Xcel Brands INC | 株式-その他 | 0.48% | — | — | |
| 49 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.46% | — | +152.05% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.46% | — | +1.73% |