CIK: 0001730471
申告総資産額
$4.3億
| # | 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 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 6.19% | -0.09% | -2.24% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.18% | -0.23% | -4.79% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.07% | +0.75% | -4.65% | |
| 4 | HSY | Hershey Co/the | 株式-生活必需品 | 4.85% | +0.11% | -1.93% | |
| 5 | BR | Broadridge Financial Solutio | 株式-IT | 4.71% | -0.22% | -3.25% | |
| 6 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 4.09% | -0.13% | -1.96% | |
| 7 | ADP | Automatic Data Processing | 株式-IT | 3.83% | — | -1.67% | |
| 8 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 3.47% | — | +18.64% | |
| 9 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-その他 | 3.32% | -0.35% | — | |
| 10 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 2.97% | — | -20.79% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.88% | -0.16% | -0.32% | |
| 12 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 2.55% | — | +143.34% | |
| 13 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 2.38% | — | -2.12% | |
| 14 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 2.11% | — | -0.79% | |
| 15 | CLX | Clorox Company | 株式-生活必需品 | 2.07% | — | -1.13% | |
| 16 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 1.97% | — | -2.36% | |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.94% | -0.01% | -1.54% | |
| 18 | HABTEUR | Habit Restaurants Inc/the-a | 株式-その他 | 1.90% | — | -1.37% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.86% | — | +207.73% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.80% | — | +662.93% | |
| 21 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.69% | — | -6.78% | |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.64% | — | +62.69% | |
| 23 | DIVYEUR | Reality Shares Divs ETF | ETF-その他 | 1.39% | — | -2.76% | |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.33% | — | — | |
| 25 | ✓ | Reality Shs ETF Tr | ETF-その他 | 1.16% | — | +0.37% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.96% | +0.26% | +2.16% | |
| 27 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 0.93% | — | +4.70% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.80% | +0.14% | +73.24% | |
| 29 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.76% | — | -19.71% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.70% | — | -69.94% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -13.55% | |
| 32 | SUB | Ishares Short-term National | ETF-その他 | 0.66% | — | -34.03% | |
| 33 | CCI | Crown Castle INC | 株式-不動産 | 0.64% | +0.10% | — | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.64% | — | -13.55% | |
| 35 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 0.56% | — | -5.40% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.55% | +0.03% | — | |
| 37 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.52% | +0.18% | -23.36% | |
| 38 | DATA | Tableau Software Inc-cl A | 株式-その他 | 0.51% | — | -19.17% | |
| 39 | PWR | Quanta Services INC | 株式-資本財 | 0.51% | — | — | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.50% | +0.16% | — | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.50% | — | -18.19% | |
| 42 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.48% | +0.07% | +23.89% | |
| 43 | AXP | American Express Co | 株式-金融 | 0.48% | — | -18.35% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.47% | — | +6.78% | |
| 45 | AKAM | Akamai Technologies INC | 株式-IT | 0.46% | +0.11% | -16.00% | |
| 46 | ✓ | Cyberark Software LTD | 株式-その他 | 0.45% | +0.13% | -30.07% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | +0.06% | -9.37% | |
| 48 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.43% | +0.17% | -4.45% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.43% | +0.21% | -38.33% | |
| 50 | CERNCHF | Cerner CORP | 株式-その他 | 0.40% | +0.05% | — |