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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.42% | — | -17.30% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.82% | — | +12.35% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.77% | — | -20.19% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.98% | — | +163.31% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.53% | -0.90% | +5.49% | |
| 6 | SNPS | Synopsys INC | 株式-IT | 1.82% | — | -10.59% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.77% | — | +175.68% | |
| 8 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.72% | — | +80.70% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.71% | — | -7.61% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.66% | — | -15.29% | |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.64% | — | +7.16% | |
| 12 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.62% | — | -11.71% | |
| 13 | PIE | Invesco Dorsey Wright Emergi | ETF-その他 | 1.58% | — | -15.67% | |
| 14 | FSKR | Fs Kkr Capital CORP Ii | 株式-その他 | 1.47% | — | -17.44% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.45% | — | -7.26% | |
| 16 | WM | Waste Management INC | 株式-資本財 | 1.41% | — | -7.90% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.41% | — | -0.07% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 1.39% | +0.40% | -4.87% | |
| 19 | ETN | Eaton Corporation plc | 株式-資本財 | 1.37% | — | -10.99% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.36% | — | -8.74% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.36% | — | +1.16% | |
| 22 | TGT | Target CORP | 株式-一般消費財 | 1.34% | — | — | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.31% | — | +1.59% | |
| 24 | BLD | Topbuild CORP | 株式-資本財 | 1.30% | -0.78% | EXIT | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.29% | — | -8.14% | |
| 26 | PAYX | Paychex INC | 株式-IT | 1.28% | — | -7.95% | |
| 27 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.26% | — | -8.78% | |
| 28 | PWR | Quanta Services INC | 株式-資本財 | 1.25% | — | — | |
| 29 | INTC | Intel CORP | 株式-IT | 1.25% | — | -1.20% | |
| 30 | DG | Dollar General CORP | 株式-生活必需品 | 1.24% | — | — | |
| 31 | AAPL | Apple INC | 株式-IT | 1.22% | — | +368.30% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.22% | — | +19.82% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.22% | — | +20.89% | |
| 34 | PIZ | Invesco Dorsey Wright Develo | ETF-その他 | 1.22% | — | -16.14% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.22% | — | +21.12% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.22% | — | +21.56% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.21% | — | +21.60% | |
| 38 | SCI | Service CORP International | 株式-一般消費財 | 1.21% | — | +2.84% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 1.20% | — | +0.65% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.20% | — | -2.08% | |
| 41 | JKHY | Jack Henry & Associates INC | 株式-IT | 1.20% | — | -4.14% | |
| 42 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.19% | — | +5.15% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 1.18% | — | +3.09% | |
| 44 | NDAQ | Nasdaq INC | 株式-金融 | 1.18% | — | -0.92% | |
| 45 | EA | Electronic Arts INC | 株式-通信サービス | 1.17% | — | -1.17% | |
| 46 | PHM | Pultegroup INC | 株式-一般消費財 | 1.16% | — | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.15% | — | +18.68% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | +6.09% | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.11% | — | — | |
| 50 | NUE | Nucor CORP | 株式-素材 | 1.07% | — | — |