CIK: 0001733472
申告総資産額
$3.2億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 15.22% | +0.06% | +12.63% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 11.03% | — | -23.99% | |
| 3 | TFX | Teleflex INC | 株式-ヘルスケア | 9.79% | — | +0.08% | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 9.05% | +0.19% | +23.40% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.74% | — | +29.27% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 7.49% | — | -7.39% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.05% | +0.48% | -6.18% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.86% | — | +30.43% | |
| 9 | FTCS | First Trust Capital Strength | ETF-その他 | 3.01% | — | — | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.80% | -0.35% | +16.07% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.18% | — | — | |
| 12 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.92% | — | -27.12% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.90% | — | +1.79% | |
| 14 | PPL | Ppl CORP | 株式-公益事業 | 1.89% | — | +18.80% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.71% | -0.15% | -6.38% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.00% | — | +0.42% | |
| 17 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.84% | +0.08% | — | |
| 18 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.84% | — | — | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.76% | — | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -1.74% | +221.71% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.66% | — | +171.97% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.65% | — | -45.19% | |
| 23 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.58% | — | -59.97% | |
| 24 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 0.58% | — | -49.70% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.55% | — | -50.84% | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.52% | — | -3.95% | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 0.51% | — | -1.96% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | +0.41% | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.47% | — | -56.36% | |
| 30 | ✓ | First Tr Exch Traded Fd Iii | 株式-その他 | 0.38% | — | -55.90% | |
| 31 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.38% | — | -53.19% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | +0.03% | +0.27% | |
| 33 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.29% | — | -43.84% | |
| 34 | CMA | Comerica INC | 株式-その他 | 0.27% | — | -31.25% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.25% | — | +0.51% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.25% | — | +8.90% | |
| 37 | JHMM | John Hancock Multifactor Mid Cap ETF | ETF-その他 | 0.23% | — | — | |
| 38 | T | At&t INC | 株式-通信サービス | 0.23% | — | +1.22% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.22% | -0.04% | +0.27% | |
| 40 | SJIEUR | South Jersey Industries | 株式-その他 | 0.20% | — | -2.85% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.19% | — | +0.24% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | — | — | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.16% | — | — | |
| 44 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.13% | — | — | |
| 45 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.13% | — | — | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.13% | — | — | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.12% | — | -0.69% | |
| 48 | PFO | Flaherty & Crumrine P&i Opp | 株式-その他 | 0.09% | — | +1.83% | |
| 49 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.05% | — | +0.20% | |
| 50 | FRBKQ | Republic First Bancorp INC | 株式-その他 | 0.03% | — | -41.73% |