CIK: 0001729428
申告総資産額
$4.0億
| # | 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 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 5.11% | — | — | |
| 2 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 5.11% | — | — | |
| 3 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 3.75% | +1.19% | NEW | |
| 4 | ✓ | Guggenheim | 株式-その他 | 3.61% | — | — | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 3.50% | — | — | |
| 6 | HEWJ | Isha Curr Hedged Msci Japan | ETF-その他 | 2.63% | — | — | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.44% | — | — | |
| 8 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 2.28% | +0.46% | NEW | |
| 9 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 2.27% | — | — | |
| 10 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.27% | — | — | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 2.08% | +0.40% | — | |
| 12 | MCHP | Microchip Technology INC | 株式-IT | 2.01% | — | — | |
| 13 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.98% | — | — | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.84% | — | — | |
| 15 | INTC | Intel CORP | 株式-IT | 1.82% | — | — | |
| 16 | WM | Waste Management INC | 株式-資本財 | 1.77% | — | — | |
| 17 | MMM | 3m Co | 株式-資本財 | 1.57% | — | — | |
| 18 | JKHY | Jack Henry & Associates INC | 株式-IT | 1.54% | — | — | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.54% | — | — | |
| 20 | LNT | Alliant Energy CORP | 株式-公益事業 | 1.53% | — | — | |
| 21 | RTN1USD | Raytheon Company | 株式-その他 | 1.53% | — | — | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 1.47% | — | — | |
| 23 | FISV | Fiserv INC | 株式-その他 | 1.47% | — | — | |
| 24 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 1.45% | — | — | |
| 25 | ED | Consolidated Edison INC | 株式-公益事業 | 1.44% | — | — | |
| 26 | SNPS | Synopsys INC | 株式-IT | 1.44% | — | — | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.42% | — | — | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 1.42% | — | — | |
| 29 | TMK | Torchmark CORP | 株式-その他 | 1.41% | — | — | |
| 30 | GD | General Dynamics CORP | 株式-資本財 | 1.41% | — | — | |
| 31 | PAYX | Paychex INC | 株式-IT | 1.40% | — | — | |
| 32 | XYL | Xylem INC | 株式-資本財 | 1.40% | — | — | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.38% | — | — | |
| 34 | SCI | Service CORP International | 株式-一般消費財 | 1.37% | — | — | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 1.35% | — | — | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.31% | — | — | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.30% | — | — | |
| 38 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 1.29% | — | — | |
| 39 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.28% | — | — | |
| 40 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.27% | — | — | |
| 41 | T | At&t INC | 株式-通信サービス | 1.26% | — | — | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 1.22% | — | — | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 1.21% | — | — | |
| 44 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.21% | — | — | |
| 45 | ECL | Ecolab INC | 株式-素材 | 1.20% | — | — | |
| 46 | ETN | Eaton Corporation plc | 株式-資本財 | 1.20% | — | — | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.17% | — | — | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 1.17% | — | — | |
| 49 | CB | Chubb Limited | 株式-金融 | 1.15% | — | — | |
| 50 | AEBA | Allete INC | 株式-その他 | 1.14% | — | — |