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 | 32.25% | — | +0.42% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 15.70% | — | -6.41% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.23% | — | +76.88% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.87% | — | +0.39% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 4.17% | — | +129.12% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.99% | — | -14.75% | |
| 7 | EOG | Eog Resources INC | 株式-エネルギー | 2.49% | — | +1.22% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.09% | — | -41.07% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.08% | — | -4.30% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.00% | — | +1.39% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.17% | — | +9.32% | |
| 12 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.15% | — | -5.81% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.01% | — | -0.03% | |
| 14 | T | At&t INC | 株式-通信サービス | 0.97% | — | +15.91% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | — | -2.53% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | -2.14% | |
| 17 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.77% | — | -2.17% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | +4.14% | |
| 19 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.74% | — | -0.86% | |
| 20 | SU | Suncor Energy INC | 株式-エネルギー | 0.72% | — | — | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | — | +520.30% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | — | +1.14% | |
| 23 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.71% | — | +3.99% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.60% | — | -28.60% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.55% | — | -52.06% | |
| 26 | WM | Waste Management INC | 株式-資本財 | 0.50% | — | +5.17% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | — | +0.28% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +3.40% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | — | +0.60% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | -10.63% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | +3.97% | |
| 32 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.29% | — | +77.58% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.28% | — | -31.09% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.26% | — | -8.46% | |
| 35 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.26% | — | -10.84% | |
| 36 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.24% | — | +34.13% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.24% | — | -2.58% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | — | +2.50% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.22% | — | -2.26% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | — | -5.07% | |
| 41 | DE | Deere & Co | 株式-資本財 | 0.20% | — | — | |
| 42 | AEP | American Electric Power | 株式-公益事業 | 0.19% | — | -7.79% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | — | +0.64% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.18% | — | +12.64% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.18% | — | -7.76% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.18% | — | -5.00% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.18% | — | -10.82% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.17% | — | +2.64% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.16% | — | -2.21% | |
| 50 | LUV | Southwest Airlines Co | 株式-資本財 | 0.16% | — | +97.08% |