CIK: 0001689232
申告総資産額
$4.6億
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 10.25% | — | -0.23% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.10% | — | -1.85% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.81% | — | -1.06% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.72% | — | -6.40% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.42% | +1.35% | +3.37% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.34% | — | -0.11% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.23% | — | -12.15% | |
| 8 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 3.03% | — | -3.21% | |
| 9 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.81% | — | -8.39% | |
| 10 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.74% | — | -22.41% | |
| 11 | TPR | Tapestry INC | 株式-一般消費財 | 1.73% | -0.48% | EXIT | |
| 12 | WELL | Welltower INC | 株式-不動産 | 1.47% | -0.42% | EXIT | |
| 13 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.43% | — | -0.35% | |
| 14 | ETR | Entergy CORP | 株式-公益事業 | 1.37% | — | -22.60% | |
| 15 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.37% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | — | -22.82% | |
| 17 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.31% | — | -22.77% | |
| 18 | EBAY | Ebay INC | 株式-一般消費財 | 1.29% | — | — | |
| 19 | NFLX | Netflix INC | 株式-通信サービス | 1.25% | — | -22.72% | |
| 20 | VTR | Ventas INC | 株式-不動産 | 1.23% | — | -22.94% | |
| 21 | AXON | Axon Enterprise INC | 株式-資本財 | 1.23% | — | -22.82% | |
| 22 | GLW | Corning INC | 株式-IT | 1.22% | — | — | |
| 23 | GRMN | Garmin Ltd. | 株式-IT | 1.21% | — | -22.80% | |
| 24 | MSI | Motorola Solutions INC | 株式-IT | 1.20% | — | -22.85% | |
| 25 | CFG | Citizens Financial Group | 株式-金融 | 1.17% | — | -22.77% | |
| 26 | EXC | Exelon CORP | 株式-公益事業 | 1.12% | — | — | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.12% | — | -22.90% | |
| 28 | NRG | Nrg Energy INC | 株式-公益事業 | 1.12% | — | -22.68% | |
| 29 | CBOE | Cboe Global Markets INC | 株式-金融 | 1.11% | -0.50% | EXIT | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.11% | — | -22.96% | |
| 31 | GDDY | Godaddy INC - Class A | 株式-IT | 1.09% | — | -22.73% | |
| 32 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.08% | — | -22.73% | |
| 33 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.08% | -0.50% | EXIT | |
| 34 | T | At&t INC | 株式-通信サービス | 1.07% | — | -22.90% | |
| 35 | BLK | Blackrock INC | 株式-金融 | 1.05% | — | — | |
| 36 | SYF | Synchrony Financial | 株式-金融 | 1.05% | — | -22.97% | |
| 37 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.04% | — | — | |
| 38 | NI | Nisource INC | 株式-公益事業 | 1.04% | — | — | |
| 39 | AXP | American Express Co | 株式-金融 | 1.03% | — | -22.73% | |
| 40 | SPG | Simon Property Group INC | 株式-不動産 | 1.01% | — | -22.96% | |
| 41 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.95% | +0.87% | -22.82% | |
| 42 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.95% | — | — | |
| 43 | BRO | Brown & Brown INC | 株式-金融 | 0.94% | — | -22.85% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.94% | — | -0.98% | |
| 45 | PH | Parker Hannifin CORP | 株式-資本財 | 0.94% | — | -23.13% | |
| 46 | PGR | Progressive CORP | 株式-金融 | 0.93% | — | -22.81% | |
| 47 | JBL | Jabil INC | 株式-IT | 0.93% | — | — | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.92% | +0.53% | -22.65% | |
| 49 | KKR | Kkr & Co INC | 株式-金融 | 0.91% | — | -22.89% | |
| 50 | RMD | Resmed INC | 株式-ヘルスケア | 0.89% | — | -22.46% |