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 | 8.35% | — | +20.60% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.89% | — | +22.31% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.40% | — | +18.35% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.01% | -0.90% | -1.08% | |
| 5 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.97% | — | +20.15% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.96% | — | -3.30% | |
| 7 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.83% | — | -34.10% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.82% | — | -13.20% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.74% | — | +24.22% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.70% | — | — | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.47% | — | +30.93% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.45% | +0.40% | -2.37% | |
| 13 | FXO | First Trust Financial Alphad | ETF-その他 | 1.44% | -1.39% | EXIT | |
| 14 | MUSA | Murphy USA INC | 株式-一般消費財 | 1.44% | — | -1.80% | |
| 15 | FXR | First Trust Indst/producers | ETF-その他 | 1.40% | — | +29.11% | |
| 16 | XLB | Ss Materials Select Sector | ETF-その他 | 1.39% | — | — | |
| 17 | PHM | Pultegroup INC | 株式-一般消費財 | 1.36% | — | -0.77% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.33% | — | -5.17% | |
| 19 | GWW | Ww Grainger INC | 株式-資本財 | 1.29% | — | -1.54% | |
| 20 | COKE | Coca-cola Consolidated INC | 株式-生活必需品 | 1.27% | — | +3.39% | |
| 21 | EME | Emcor Group INC | 株式-資本財 | 1.27% | +0.30% | -2.75% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | — | +5.79% | |
| 23 | WSM | Williams-sonoma INC | 株式-一般消費財 | 1.19% | — | +0.31% | |
| 24 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 1.12% | — | -1.34% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | — | -0.12% | |
| 26 | EVR | Evercore INC - A | 株式-金融 | 1.06% | — | -1.00% | |
| 27 | AMAT | Applied Materials INC | 株式-IT | 1.02% | +0.24% | +655.28% | |
| 28 | PCAR | Paccar INC | 株式-資本財 | 0.98% | — | +0.73% | |
| 29 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.97% | — | +7.38% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.94% | — | +391.44% | |
| 31 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.93% | — | +3.42% | |
| 32 | HUBB | Hubbell INC | 株式-資本財 | 0.91% | — | -0.53% | |
| 33 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.91% | +0.33% | +3.26% | |
| 34 | MTG | Mgic Investment CORP | 株式-金融 | 0.90% | — | +0.44% | |
| 35 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.89% | — | +3.50% | |
| 36 | CLH | Clean Harbors INC | 株式-資本財 | 0.89% | — | +2.70% | |
| 37 | URI | United Rentals INC | 株式-資本財 | 0.87% | — | +1.94% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | — | +14.99% | |
| 39 | BMI | Badger Meter INC | 株式-IT | 0.85% | — | +2.28% | |
| 40 | HRB | H&r Block INC | 株式-一般消費財 | 0.83% | — | +3.06% | |
| 41 | PGR | Progressive CORP | 株式-金融 | 0.82% | — | +1.34% | |
| 42 | PSX | Phillips 66 | 株式-エネルギー | 0.81% | — | +0.54% | |
| 43 | RS | Reliance INC | 株式-素材 | 0.79% | — | +0.70% | |
| 44 | RGA | Reinsurance Group Of America | 株式-金融 | 0.79% | — | +1.73% | |
| 45 | DHI | Dr Horton INC | 株式-一般消費財 | 0.78% | — | +0.68% | |
| 46 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.77% | — | +2.79% | |
| 47 | BLD | Topbuild CORP | 株式-資本財 | 0.77% | -0.78% | EXIT | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | — | -2.54% | |
| 49 | RL | Ralph Lauren CORP | 株式-一般消費財 | 0.75% | — | +2.62% | |
| 50 | EXP | Eagle Materials INC | 株式-素材 | 0.75% | — | +0.95% |