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 | 32.99% | — | -0.04% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 15.23% | — | -1.42% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.78% | — | +297.34% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.41% | — | +4.26% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 4.62% | — | +15.25% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.80% | — | -1.68% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.07% | — | -1.23% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.46% | — | +1.15% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.40% | — | -30.26% | |
| 10 | EOG | Eog Resources INC | 株式-エネルギー | 1.32% | — | -20.55% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | — | +0.47% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.03% | — | +4.24% | |
| 13 | T | At&t INC | 株式-通信サービス | 0.95% | — | +10.33% | |
| 14 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.95% | — | -0.43% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.94% | — | +24.05% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | +5.98% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | +0.68% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | — | +8.41% | |
| 19 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.81% | — | -1.35% | |
| 20 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.73% | — | -0.94% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | — | +8.28% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.63% | — | +8.32% | |
| 23 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.56% | — | -4.73% | |
| 24 | SU | Suncor Energy INC | 株式-エネルギー | 0.49% | — | -1.06% | |
| 25 | WM | Waste Management INC | 株式-資本財 | 0.49% | — | -3.18% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.48% | — | -11.46% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | -0.21% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.37% | — | +16.00% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | — | +3.68% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.30% | — | -3.31% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | -14.33% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.27% | — | -2.93% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.27% | — | -2.00% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.26% | — | +22.80% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.25% | — | -5.28% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.25% | — | +6.52% | |
| 37 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.25% | — | -0.86% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | +5.35% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | — | +20.66% | |
| 40 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.24% | — | -0.95% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.23% | — | +61.90% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.23% | — | +21.31% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.21% | — | +6.03% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | — | +2.43% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.19% | — | -2.32% | |
| 46 | AEP | American Electric Power | 株式-公益事業 | 0.18% | — | -2.27% | |
| 47 | LUV | Southwest Airlines Co | 株式-資本財 | 0.18% | — | +5.76% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | — | -12.57% | |
| 49 | DHR | Danaher CORP | 株式-ヘルスケア | 0.17% | — | +2.29% | |
| 50 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.17% | — | -8.36% |