CIK: 0001731437
申告総資産額
$9.7億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 31.32% | — | -0.72% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 19.38% | — | -0.59% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.73% | — | -2.07% | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 4.75% | — | +2.60% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.12% | — | -0.26% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.94% | — | -2.18% | |
| 7 | EOG | Eog Resources INC | 株式-エネルギー | 2.77% | — | -3.49% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.18% | — | -6.26% | |
| 9 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.54% | — | -0.54% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.49% | — | +50.92% | |
| 11 | SU | Suncor Energy INC | 株式-エネルギー | 1.44% | — | -2.30% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | — | +0.28% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.24% | — | -1.23% | |
| 14 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.04% | — | +2.52% | |
| 15 | T | At&t INC | 株式-通信サービス | 0.96% | — | +2.00% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | — | -1.51% | |
| 17 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.93% | — | -0.17% | |
| 18 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.79% | — | -0.61% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | -0.27% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.70% | — | +1.63% | |
| 21 | WM | Waste Management INC | 株式-資本財 | 0.53% | — | -1.86% | |
| 22 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.50% | — | +4.53% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | — | -3.28% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.37% | — | -0.36% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | -2.08% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.35% | — | — | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.34% | — | -2.71% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.33% | — | +1.93% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | -0.11% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.33% | — | +0.42% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.30% | — | -1.64% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.27% | — | -2.14% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.27% | — | -11.82% | |
| 34 | AEP | American Electric Power | 株式-公益事業 | 0.24% | — | +0.07% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | +0.47% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.24% | — | +0.04% | |
| 37 | PSX | Phillips 66 | 株式-エネルギー | 0.23% | — | -1.34% | |
| 38 | DE | Deere & Co | 株式-資本財 | 0.23% | — | — | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.22% | — | +6.88% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.21% | — | +0.03% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.20% | — | -2.25% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.20% | — | — | |
| 43 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.18% | — | — | |
| 44 | COP | Conocophillips | 株式-エネルギー | 0.17% | — | -1.04% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.17% | — | -0.49% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.17% | — | -11.78% | |
| 47 | FISV | Fiserv INC | 株式-その他 | 0.16% | — | — | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.16% | — | — | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.16% | — | -4.95% | |
| 50 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.16% | — | -19.42% |