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 | 10.32% | -7.81% | EXIT | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 9.99% | -7.97% | EXIT | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.32% | -5.48% | EXIT | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.67% | — | +2.26% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.40% | -4.63% | EXIT | |
| 6 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.36% | -4.67% | EXIT | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.57% | -2.71% | EXIT | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.20% | -2.17% | EXIT | |
| 9 | TGT | Target CORP | 株式-一般消費財 | 2.01% | -1.44% | EXIT | |
| 10 | MKL | Markel Group INC | 株式-金融 | 1.97% | — | -15.08% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.88% | — | -29.43% | |
| 12 | ICE | Intercontinental Exchange In | 株式-金融 | 1.67% | -0.62% | EXIT | |
| 13 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.66% | -1.11% | EXIT | |
| 14 | BLKCHF | Blackrock INC | 株式-その他 | 1.53% | -1.32% | EXIT | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | -1.13% | EXIT | |
| 16 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 1.49% | -1.19% | EXIT | |
| 17 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.46% | -0.98% | EXIT | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.42% | -0.99% | EXIT | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.39% | -1.16% | EXIT | |
| 20 | PGR | Progressive CORP | 株式-金融 | 1.39% | -1.04% | EXIT | |
| 21 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.38% | -1.10% | EXIT | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 1.36% | -1.16% | EXIT | |
| 23 | ORCL | Oracle CORP | 株式-IT | 1.34% | -1.22% | EXIT | |
| 24 | RSG | Republic Services INC | 株式-資本財 | 1.33% | -1.12% | EXIT | |
| 25 | CME | Cme Group INC | 株式-金融 | 1.28% | -1.07% | EXIT | |
| 26 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.28% | -0.93% | EXIT | |
| 27 | WM | Waste Management INC | 株式-資本財 | 1.27% | -1.13% | EXIT | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.23% | -1.16% | EXIT | |
| 29 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.20% | -1.24% | EXIT | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 1.19% | -1.06% | EXIT | |
| 31 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.18% | -1.02% | EXIT | |
| 32 | AEP | American Electric Power | 株式-公益事業 | 1.18% | -0.93% | EXIT | |
| 33 | PSX | Phillips 66 | 株式-エネルギー | 1.17% | -1.13% | EXIT | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 1.17% | -1.04% | EXIT | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.13% | -1.22% | EXIT | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.08% | -0.87% | EXIT | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 1.03% | — | +10.25% | |
| 38 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.02% | -1.06% | EXIT | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.98% | -1.02% | EXIT | |
| 40 | AXP | American Express Co | 株式-金融 | 0.96% | -1.21% | EXIT | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.77% | — | +13.76% | |
| 42 | WSBC | Wesbanco INC | 株式-その他 | 0.67% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | — | -0.21% | |
| 44 | RHP | Ryman Hospitality Properties | 株式-不動産 | 0.63% | — | — | |
| 45 | AAPL | Apple INC | 株式-IT | 0.53% | — | +58.11% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | -0.45% | EXIT | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | +75.00% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.46% | — | — | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.45% | — | +3.23% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.41% | — | — |