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 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 7.84% | — | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.91% | — | -2.86% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.40% | — | +32.37% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.51% | — | -0.11% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.46% | — | -47.18% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.82% | -0.90% | +11.45% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.72% | — | -12.40% | |
| 8 | NUE | Nucor CORP | 株式-素材 | 1.86% | — | -4.32% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.80% | — | +34.33% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.71% | — | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.52% | — | -14.20% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.40% | — | -5.73% | |
| 13 | GWW | Ww Grainger INC | 株式-資本財 | 1.39% | — | -1.59% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.39% | +0.40% | -0.17% | |
| 15 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.39% | — | +7.26% | |
| 16 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.36% | — | +6.62% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.31% | — | +15.50% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.31% | — | -10.02% | |
| 19 | WM | Waste Management INC | 株式-資本財 | 1.30% | — | +0.69% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.28% | — | +122.27% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.10% | — | -1.01% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.09% | — | +183.69% | |
| 23 | SCI | Service CORP International | 株式-一般消費財 | 1.08% | — | -0.28% | |
| 24 | STLD | Steel Dynamics INC | 株式-素材 | 1.04% | — | -1.48% | |
| 25 | MUSA | Murphy USA INC | 株式-一般消費財 | 1.02% | — | -0.65% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | — | +9.22% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.96% | — | -9.45% | |
| 28 | DOV | Dover CORP | 株式-資本財 | 0.96% | — | -1.60% | |
| 29 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.95% | — | -1.21% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.94% | — | +5.19% | |
| 31 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.90% | — | — | |
| 32 | BLDR | Builders Firstsource INC | 株式-資本財 | 0.88% | — | -0.62% | |
| 33 | DOW | Dow INC | 株式-素材 | 0.88% | — | +4.38% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.86% | — | -78.50% | |
| 35 | GD | General Dynamics CORP | 株式-資本財 | 0.81% | — | — | |
| 36 | PHM | Pultegroup INC | 株式-一般消費財 | 0.81% | — | -1.45% | |
| 37 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.80% | — | +841.74% | |
| 38 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.79% | — | -1.70% | |
| 39 | SEIC | Sei Investments Company | 株式-金融 | 0.77% | — | -2.16% | |
| 40 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.75% | — | -1.24% | |
| 41 | COKE | Coca-cola Consolidated INC | 株式-生活必需品 | 0.74% | — | -1.14% | |
| 42 | BLD | Topbuild CORP | 株式-資本財 | 0.74% | -0.78% | EXIT | |
| 43 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.72% | — | — | |
| 44 | DCI | Donaldson Co INC | 株式-資本財 | 0.71% | — | — | |
| 45 | FLO | Flowers Foods INC | 株式-生活必需品 | 0.69% | — | — | |
| 46 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.68% | — | +0.69% | |
| 47 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.68% | — | -1.10% | |
| 48 | UGI | Ugi CORP | 株式-公益事業 | 0.67% | — | -0.06% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | +74.46% | |
| 50 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.64% | — | -5.57% |