CIK: 0001762388
申告総資産額
$1.9億
| # | 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 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 11.45% | -7.81% | EXIT | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.84% | -5.48% | EXIT | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.81% | — | +2.90% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.54% | -4.63% | EXIT | |
| 5 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 4.37% | -4.67% | EXIT | |
| 6 | MKL | Markel Group INC | 株式-金融 | 3.25% | — | +0.28% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.25% | -2.71% | EXIT | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.73% | — | +0.93% | |
| 9 | IXC | Ishares Global Energy ETF | ETF-その他 | 2.66% | — | +11.87% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.23% | -2.17% | EXIT | |
| 11 | TGT | Target CORP | 株式-一般消費財 | 2.15% | -1.44% | EXIT | |
| 12 | ICE | Intercontinental Exchange In | 株式-金融 | 1.89% | -0.62% | EXIT | |
| 13 | NWL | Newell Brands INC | 株式-生活必需品 | 1.75% | — | +2.77% | |
| 14 | BLKCHF | Blackrock INC | 株式-その他 | 1.56% | -1.32% | EXIT | |
| 15 | SABR | Sabre CORP | 株式-IT | 1.54% | — | +5.04% | |
| 16 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.51% | -1.10% | EXIT | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.51% | -1.24% | EXIT | |
| 18 | UNP | Union Pacific CORP | 株式-資本財 | 1.51% | -1.16% | EXIT | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.51% | -1.11% | EXIT | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.51% | -1.16% | EXIT | |
| 21 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.50% | -0.98% | EXIT | |
| 22 | RSG | Republic Services INC | 株式-資本財 | 1.49% | -1.12% | EXIT | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.49% | -1.16% | EXIT | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.49% | -0.99% | EXIT | |
| 25 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 1.49% | -1.19% | EXIT | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.48% | — | +3.98% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.45% | -1.13% | EXIT | |
| 28 | WM | Waste Management INC | 株式-資本財 | 1.44% | -1.13% | EXIT | |
| 29 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.44% | -0.93% | EXIT | |
| 30 | DAL | Delta Air Lines INC | 株式-資本財 | 1.39% | — | +5.14% | |
| 31 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.39% | -1.02% | EXIT | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 1.38% | -1.04% | EXIT | |
| 33 | CME | Cme Group INC | 株式-金融 | 1.37% | -1.07% | EXIT | |
| 34 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.35% | -1.06% | EXIT | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 1.34% | -1.06% | EXIT | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 1.33% | -1.02% | EXIT | |
| 37 | ORCL | Oracle CORP | 株式-IT | 1.33% | -1.22% | EXIT | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.30% | -0.87% | EXIT | |
| 39 | PGR | Progressive CORP | 株式-金融 | 1.29% | -1.04% | EXIT | |
| 40 | WSBC | Wesbanco INC | 株式-その他 | 1.23% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | — | +11.59% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 1.02% | — | +0.38% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | -0.45% | EXIT | |
| 44 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.54% | — | +7.64% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | — | — | |
| 46 | DOW | Dow INC | 株式-素材 | 0.45% | — | +8.55% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.39% | — | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.37% | -2.12% | EXIT | |
| 49 | AAPL | Apple INC | 株式-IT | 0.33% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | -1.57% | EXIT |