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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.99% | +0.14% | +0.23% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.96% | — | -47.85% | |
| 3 | WTRG | Essential Utilities INC | 株式-公益事業 | 6.28% | — | — | |
| 4 | UBER | Uber Technologies INC | 株式-資本財 | 4.36% | -0.03% | +0.33% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.01% | -0.05% | -14.58% | |
| 6 | FULT | Fulton Financial CORP | 株式-金融 | 3.67% | — | — | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 3.07% | — | — | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.03% | +0.27% | -0.35% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.79% | +1.98% | -12.01% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.61% | -0.09% | +2.47% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.50% | +0.06% | +2.77% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.29% | -0.23% | -4.32% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.21% | -0.02% | — | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.04% | +0.17% | -0.44% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.91% | — | +17.82% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.78% | — | +15.19% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.64% | -0.02% | +10.07% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.61% | +0.02% | +9.31% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.61% | — | +0.01% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.60% | — | +12.68% | |
| 21 | VFC | Vf CORP | 株式-一般消費財 | 1.03% | — | — | |
| 22 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.98% | -0.02% | — | |
| 23 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.97% | +0.13% | +376.71% | |
| 24 | EFX | Equifax INC | 株式-資本財 | 0.93% | — | — | |
| 25 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.89% | — | — | |
| 26 | NOW | Servicenow INC | 株式-IT | 0.88% | -0.04% | — | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.87% | — | +29.90% | |
| 28 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.86% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.03% | +13.80% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | -24.33% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.79% | — | — | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.78% | — | -5.52% | |
| 33 | AXS | AXIS Capital Holdings Limited | 株式-金融 | 0.77% | — | -20.00% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.77% | — | -76.32% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.77% | -0.01% | -79.98% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | — | -18.42% | |
| 37 | RGA | Reinsurance Group Of America | 株式-金融 | 0.73% | — | -10.01% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.71% | -0.04% | +0.21% | |
| 39 | COR | Cencora INC | 株式-ヘルスケア | 0.71% | — | — | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.66% | — | -7.07% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | -3.27% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.64% | — | -7.33% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.63% | — | — | |
| 44 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.60% | -0.08% | EXIT | |
| 45 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.59% | — | -3.12% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.58% | — | -3.02% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.06% | -8.78% | |
| 48 | QTS | Qts Realty Trust Inc-cl A | 株式-その他 | 0.55% | — | — | |
| 49 | ETN | Eaton Corporation plc | 株式-資本財 | 0.55% | — | -1.45% | |
| 50 | EQIX | Equinix INC | 株式-不動産 | 0.54% | — | — |