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 | 30.95% | — | +0.28% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 15.76% | — | -0.38% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.10% | — | +9.48% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 5.83% | — | +13.90% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.59% | — | +0.69% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.50% | — | -2.95% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.27% | — | +12.84% | |
| 8 | EOG | Eog Resources INC | 株式-エネルギー | 1.55% | — | +0.78% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.42% | — | -3.81% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | — | +0.40% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.21% | — | -22.06% | |
| 12 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.06% | — | +0.29% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.01% | — | +16.58% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.94% | — | +3.92% | |
| 15 | ARKK | Ark Innovation ETF | ETF-その他 | 0.90% | — | +413.94% | |
| 16 | T | At&t INC | 株式-通信サービス | 0.84% | — | +4.33% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | — | -0.72% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | — | -1.93% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.69% | — | -5.44% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.68% | — | +0.44% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +0.75% | |
| 22 | UL | Unilever PLC | 株式-生活必需品 | 0.66% | — | — | |
| 23 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.56% | — | +0.43% | |
| 24 | SU | Suncor Energy INC | 株式-エネルギー | 0.54% | — | -4.26% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.42% | — | -9.10% | |
| 26 | WM | Waste Management INC | 株式-資本財 | 0.42% | — | -1.56% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | +2.03% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.30% | — | +2.56% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | — | +0.36% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.29% | — | -3.45% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | — | -2.80% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | +8.62% | |
| 33 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.25% | — | — | |
| 34 | DE | Deere & Co | 株式-資本財 | 0.25% | — | -8.15% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | — | +13.99% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.23% | — | -16.61% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | — | -0.65% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.22% | — | +5.38% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.22% | — | +33.42% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.22% | — | -7.77% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.21% | — | +3.13% | |
| 42 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.20% | — | -0.59% | |
| 43 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.19% | — | -4.29% | |
| 44 | LUV | Southwest Airlines Co | 株式-資本財 | 0.19% | — | +2.73% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | — | +6.78% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.19% | — | +328.25% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.18% | — | +7.93% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | — | -6.24% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.17% | — | -19.81% | |
| 50 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.16% | — | — |