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 | 13.61% | — | +0.07% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.88% | +0.14% | +1.22% | |
| 3 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 5.17% | — | — | |
| 4 | FULT | Fulton Financial CORP | 株式-金融 | 3.86% | — | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.30% | -0.01% | +0.92% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.98% | — | +6.31% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.85% | -0.05% | -0.98% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.74% | +1.98% | -24.11% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.23% | +0.27% | -2.36% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.06% | -0.09% | +5.61% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.00% | — | +1.27% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.83% | +0.17% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.83% | +0.06% | +4.30% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.75% | -0.02% | +0.14% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.61% | — | -0.20% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.52% | — | -0.09% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -0.23% | -7.54% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.38% | +0.02% | +0.07% | |
| 19 | RGA | Reinsurance Group Of America | 株式-金融 | 1.36% | — | — | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.35% | — | +0.01% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.29% | — | -3.32% | |
| 22 | VFC | Vf CORP | 株式-一般消費財 | 1.27% | — | — | |
| 23 | AXS | AXIS Capital Holdings Limited | 株式-金融 | 1.25% | — | -16.67% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.23% | — | +19.95% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.03% | — | — | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 1.00% | — | -13.73% | |
| 27 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.95% | — | — | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | -0.02% | -25.56% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.93% | — | +16.83% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.93% | — | +1413.28% | |
| 31 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.86% | — | — | |
| 32 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.82% | -0.02% | — | |
| 33 | EFX | Equifax INC | 株式-資本財 | 0.82% | — | — | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.81% | — | +4.49% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | +0.13% | +4.67% | |
| 36 | GIL | Gildan Activewear INC | 株式-一般消費財 | 0.66% | — | — | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.66% | — | +2.08% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.61% | — | +24.13% | |
| 39 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.60% | — | +45.93% | |
| 40 | NOW | Servicenow INC | 株式-IT | 0.58% | -0.04% | — | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.03% | -21.90% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.56% | -0.04% | +2.66% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.56% | — | — | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.55% | — | -9.31% | |
| 45 | CNO | Cno Financial Group INC | 株式-金融 | 0.51% | — | -17.94% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | — | +2.99% | |
| 47 | COR | Cencora INC | 株式-ヘルスケア | 0.49% | — | — | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.49% | — | +135.35% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | — | — | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.46% | — | +4.24% |