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 | 32.79% | — | +0.22% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 16.60% | — | -4.60% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.14% | — | -3.27% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.13% | — | +1.36% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.65% | — | -8.78% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.89% | — | +348.28% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.31% | — | +27.05% | |
| 8 | EOG | Eog Resources INC | 株式-エネルギー | 2.13% | — | +34.15% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.04% | — | +6.12% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.85% | — | — | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | — | +2.99% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.23% | — | -36.94% | |
| 13 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.07% | — | +11.99% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.01% | — | — | |
| 15 | T | At&t INC | 株式-通信サービス | 0.99% | — | +9.42% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | — | -6.96% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.96% | — | -0.10% | |
| 18 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.88% | — | -3.08% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.85% | — | +16.39% | |
| 20 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.83% | — | -3.05% | |
| 21 | SU | Suncor Energy INC | 株式-エネルギー | 0.83% | — | -4.58% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -3.87% | |
| 23 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.66% | — | +1.49% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | +1.22% | |
| 25 | WM | Waste Management INC | 株式-資本財 | 0.51% | — | -0.98% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | — | +0.04% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | +2.85% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +2.59% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | — | +40.62% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.38% | — | -1.82% | |
| 31 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.37% | — | +6.20% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | +0.39% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.30% | — | +0.39% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.27% | — | -1.75% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.27% | — | +2.27% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.27% | — | -2.42% | |
| 37 | AEP | American Electric Power | 株式-公益事業 | 0.26% | — | +0.13% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.24% | — | -2.75% | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.22% | — | -2.14% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | — | +10.86% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.21% | — | +0.57% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.21% | — | +7.05% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.20% | — | +7.70% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.20% | — | +23.96% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | — | +0.26% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.19% | — | +6.17% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.18% | — | +5.83% | |
| 48 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.18% | — | +154.91% | |
| 49 | FISV | Fiserv INC | 株式-その他 | 0.18% | — | +1.40% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.17% | — | +0.70% |