CIK: 0001728121
申告総資産額
$9.0億
上位200銘柄を表示中（全2222銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 4.76% | +0.84% | +23.33% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.29% | +1.35% | +89.64% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.93% | +0.64% | +119.71% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.52% | -0.23% | -0.05% | |
| 5 | T | At&t INC | 株式-通信サービス | 1.52% | — | +3.91% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | — | +5.77% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.28% | -0.17% | +0.63% | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.18% | — | +3.26% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | — | -2.89% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.03% | — | -0.31% | |
| 11 | NYCBEUR | New York Community Bancorp | 株式-その他 | 1.00% | — | +77.65% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.95% | — | -6.74% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | -0.14% | +1.37% | |
| 14 | ADBE | Adobe INC | 株式-IT | 0.86% | — | -35.04% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.83% | — | -7.77% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 0.77% | — | +11.33% | |
| 17 | BA | Boeing Co/the | 株式-資本財 | 0.74% | — | +1.56% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | -0.18% | +0.15% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.73% | — | -5.14% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.70% | -0.93% | +1.27% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | -5.14% | |
| 22 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 0.68% | — | +0.85% | |
| 23 | ISBCUSD | Investors Bancorp INC | 株式-その他 | 0.65% | — | +176.87% | |
| 24 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.63% | — | +6.69% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | +2.74% | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 0.62% | — | +15.07% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.62% | — | -7.71% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.62% | — | -1.13% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.61% | — | +4.96% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | -0.79% | |
| 31 | STL | Sterling Bancorp/de | 株式-その他 | 0.58% | — | +154.41% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | -0.13% | +0.78% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.57% | — | +2.92% | |
| 34 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.57% | — | +0.50% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.56% | — | +3.70% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | +2.40% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | -2.69% | |
| 38 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.48% | — | -8.84% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | +9.97% | |
| 40 | RDN | Radian Group INC | 株式-金融 | 0.46% | — | +49.88% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | +3.19% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.45% | +0.44% | -8.96% | |
| 43 | BKH | Black Hills CORP | 株式-公益事業 | 0.44% | — | -1.78% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.42% | — | -0.58% | |
| 45 | PM | Philip Morris International | 株式-生活必需品 | 0.42% | — | +11.86% | |
| 46 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.41% | — | +4.50% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.40% | +0.25% | +0.41% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.39% | -0.21% | +0.93% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | — | +2.45% | |
| 50 | GD | General Dynamics CORP | 株式-資本財 | 0.38% | — | -10.90% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.5% | +119.71% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.4% | +89.64% | 増加 |
| 3 | AAPL | Apple INC | +0.9% | +23.33% | 増加 |
| 4 | NYCBEUR | New York Community Bancorp | +0.5% | +77.65% | 増加 |
| 5 | ISBCUSD | Investors Bancorp INC | +0.4% | +176.87% | 増加 |
| 6 | STL | Sterling Bancorp/de | +0.3% | +154.41% | 増加 |
| 7 | RDN | Radian Group INC | +0.2% | +49.88% | 増加 |
| 8 | UVXY | ProShares Ultra VIX Short-Term Futures ETF | +0.2% | +493.90% | 増加 |
| 9 | OBDC | Blue Owl Capital Corporation | +0.2% | +173.91% | 増加 |
| 10 | CLBK | Columbia Financial INC | +0.1% | +83.23% | 増加 |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +98.39% | 増加 |
| 12 | GDX | Vaneck Gold Miners ETF | +0.1% | +705.48% | 増加 |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +11.33% | 増加 |
| 14 | CFFN | Capitol Federal Financial In | +0.1% | +180.27% | 増加 |
| 15 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +364.70% | 増加 |
| 16 | PM | Philip Morris International | +0.1% | +11.86% | 増加 |
| 17 | SYU1 | Synovus Financial CORP | +0.1% | +62.66% | 増加 |
| 18 | MO | Altria Group INC | +0.1% | +15.07% | 増加 |
| 19 | CVS | Cvs Health CORP | +0.1% | +106.67% | 増加 |
| 20 | ASB | Associated Banc-corp | +0.1% | +58.45% | 増加 |
| 21 | C | Citigroup INC | +0.1% | +38.73% | 増加 |
| 22 | AMZN | Amazon.com INC | +0.1% | +5.77% | 増加 |
| 23 | CSCO | Cisco Systems INC | 0% | +2.74% | 増加 |
| 24 | NFLX | Netflix INC | 0% | +0.93% | 増加 |
| 25 | PFF | Ishares Preferred & Income S | 0% | +36.05% | 増加 |
| 26 | PYPL | Paypal Holdings INC | 0% | +3.70% | 増加 |
| 27 | NVDA | Nvidia CORP | 0% | -8.96% | 減少 |
| 28 | XOM | Exxon Mobil CORP | — | +1.37% | 増加 |
| 29 | BA | Boeing Co/the | — | +1.56% | 増加 |
| 30 | AEP | American Electric Power Company, Inc. | — | -8.84% | 減少 |
| 31 | COST | Costco Wholesale CORP | 0% | +0.15% | 増加 |
| 32 | SCHA | Schwab US Small-cap ETF | 0% | +2.92% | 増加 |
| 33 | SCHG | Schwab US Large-cap Growth | 0% | +1.27% | 増加 |
| 34 | EUSA | Ishares Msci USA Equal Weigh | 0% | +0.85% | 増加 |
| 35 | PEG | Public Service Enterprise Gp | 0% | +0.50% | 増加 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.40% | 増加 |
| 37 | MSFT | Microsoft CORP | -0.1% | -0.05% | 減少 |
| 38 | CVX | Chevron CORP | -0.1% | +0.63% | 増加 |
| 39 | T | At&t INC | -0.1% | +3.91% | 増加 |
| 40 | SCHF | Schwab Intl Equity ETF | -0.1% | -0.31% | 減少 |
| 41 | VZ | Verizon Communications INC | -0.1% | +3.26% | 増加 |
| 42 | SCHO | Schwab Short-term US Treas | -0.1% | -26.87% | 減少 |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -26.82% | 減少 |
| 44 | ADBE | Adobe INC | -0.5% | -35.04% | 減少 |
| 45 | SH1USD | Proshares Short S&p500 | — | EXIT | 全売却 |
| 46 | WSFS | Wsfs Financial CORP | — | NEW | 新規購入 |
| 47 | FBCUSD | Flagstar Bancorp INC | — | EXIT | 全売却 |
| 48 | ✓ | Beneficial Bancorp INC | — | EXIT | 全売却 |
| 49 | T8S | Tesaro INC | — | EXIT | 全売却 |
| 50 | ✓ | — | NEW | 新規購入 |