CIK: 0001925418
申告総資産額
$1.5億
| # | 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 | V | Visa Inc-class A Shares | 株式-金融 | 7.80% | +0.08% | -2.04% | |
| 2 | CHDN | Churchill Downs INC | 株式-一般消費財 | 7.39% | — | -1.40% | |
| 3 | CVX | Chevron CORP | 株式-エネルギー | 5.63% | -0.97% | -4.04% | |
| 4 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.74% | — | -1.67% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 4.38% | — | — | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.37% | — | — | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.36% | +0.02% | -1.99% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.11% | -0.59% | +7.35% | |
| 9 | CTS | Cts CORP | 株式-その他 | 2.99% | — | +0.81% | |
| 10 | SII | Sprott INC | 株式-その他 | 2.89% | -0.29% | +0.47% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 2.48% | +0.10% | -0.18% | |
| 12 | MLM | Martin Marietta Materials | 株式-素材 | 2.46% | — | -1.87% | |
| 13 | WM | Waste Management INC | 株式-資本財 | 2.46% | — | -7.99% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.44% | +0.04% | -0.51% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.16% | — | +20.98% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.02% | +0.04% | +17.07% | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.99% | +0.14% | — | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.96% | — | +5.54% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.86% | -0.05% | +18.29% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 1.81% | — | +1.62% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.79% | — | +41.50% | |
| 22 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 1.74% | +0.05% | -7.57% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.71% | +1.01% | -3.14% | |
| 24 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.60% | — | — | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.54% | — | -0.43% | |
| 26 | CSX | Csx CORP | 株式-資本財 | 1.45% | — | -2.75% | |
| 27 | PENN | Penn Entertainment INC | 株式-一般消費財 | 1.39% | — | +10.58% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.36% | +0.03% | -2.10% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.21% | — | +1.11% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.15% | — | -10.01% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.07% | +0.06% | — | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.06% | — | +3.20% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.02% | +0.38% | -2.26% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.93% | — | +16.35% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | +0.15% | -3.46% | |
| 36 | AMD | Advanced Micro Devices | 株式-IT | 0.70% | -0.25% | +7.34% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | +26.23% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -0.71% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.65% | — | -83.34% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | +0.03% | +4.13% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.59% | +0.61% | -87.79% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | -7.28% | |
| 43 | ATKR | Atkore INC | 株式-その他 | 0.56% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | — | -22.91% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | +0.13% | +0.80% | |
| 46 | SPG | Simon Property Group INC | 株式-不動産 | 0.52% | — | +10.11% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | -4.93% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | -21.80% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | +1.17% | |
| 50 | ESP | Espey Mfg & Electronics CORP | 株式-その他 | 0.46% | — | — |