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 | 6.96% | -0.09% | -2.07% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.02% | -0.23% | -11.73% | |
| 3 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 4.72% | +0.14% | +569.63% | |
| 4 | BR | Broadridge Financial Solutio | 株式-IT | 4.25% | -0.22% | +20.74% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.05% | +0.75% | -32.94% | |
| 6 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 4.00% | -0.13% | -0.27% | |
| 7 | ADP | Automatic Data Processing | 株式-IT | 3.66% | — | +1.52% | |
| 8 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-その他 | 3.62% | -0.35% | +26.98% | |
| 9 | HSY | Hershey Co/the | 株式-生活必需品 | 3.50% | +0.11% | -26.41% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.30% | -0.16% | +1.13% | |
| 11 | 0VVB | Paramount Global-class B | 株式-その他 | 3.22% | +0.37% | — | |
| 12 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 3.20% | — | — | |
| 13 | CLX | Clorox Company | 株式-生活必需品 | 3.05% | — | -1.27% | |
| 14 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 2.59% | +0.33% | +50.21% | |
| 15 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 2.41% | — | -0.57% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 2.26% | -0.12% | +17730.43% | |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.81% | -0.01% | +2.19% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.59% | — | +3.48% | |
| 19 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.30% | — | +423.54% | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.16% | — | +455.95% | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.13% | -0.08% | +336.02% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.96% | +0.26% | +0.92% | |
| 23 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.87% | — | -49.82% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.85% | — | -51.09% | |
| 25 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.81% | — | -54.23% | |
| 26 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 0.81% | — | -55.96% | |
| 27 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.69% | — | -52.26% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.65% | — | +536.24% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.64% | — | +13.10% | |
| 30 | CCI | Crown Castle INC | 株式-不動産 | 0.63% | +0.10% | -12.22% | |
| 31 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.59% | — | -59.33% | |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.58% | +0.03% | +283.72% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.58% | +0.05% | +8353.39% | |
| 34 | ✓ | Reality Shs ETF Tr | ETF-その他 | 0.55% | — | — | |
| 35 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.51% | — | -56.07% | |
| 36 | SYG1EUR | Spdr Mfs Systematic Gr Equit | ETF-その他 | 0.49% | — | +313.20% | |
| 37 | ✓ | Cyberark Software LTD | 株式-その他 | 0.48% | +0.13% | +23.16% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | +0.06% | +14.29% | |
| 39 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.46% | +0.18% | +6.62% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.46% | +0.21% | -14.31% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.45% | +0.03% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | +0.10% | -9.13% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | +0.10% | +611.67% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.40% | -0.14% | +359.66% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.39% | +0.16% | -32.00% | |
| 46 | AMAT | Applied Materials INC | 株式-IT | 0.38% | — | — | |
| 47 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.38% | +0.03% | +294.57% | |
| 48 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.37% | +0.17% | +5.66% | |
| 49 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.34% | +0.03% | +269.63% | |
| 50 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.33% | — | +304.22% |