CIK: 0001600636
申告総資産額
$3.2億
| # | 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 | 17.60% | +0.04% | +30.69% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 8.17% | +1.69% | -11.63% | |
| 3 | DVY | Ishares Select Dividend ETF | ETF-その他 | 6.51% | +0.06% | NEW | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.00% | -0.01% | -8.55% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.35% | — | -25.11% | |
| 6 | CSL | Carlisle Cos INC | 株式-資本財 | 4.78% | +0.04% | — | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.57% | -1.66% | +10.02% | |
| 8 | UTZ | Utz Brands INC | 株式-その他 | 3.47% | -0.09% | — | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.25% | — | -25.69% | |
| 10 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 3.08% | -0.14% | +43.80% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.00% | -0.12% | +31.61% | |
| 12 | EME | Emcor Group INC | 株式-資本財 | 2.92% | +0.92% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.73% | — | — | |
| 14 | AAPL | Apple INC | 株式-IT | 2.24% | -0.34% | -24.72% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.97% | +0.04% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.76% | — | -3.53% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.55% | -1.60% | EXIT | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.55% | +0.43% | +1.93% | |
| 19 | EHC | Encompass Health CORP | 株式-ヘルスケア | 1.21% | — | -18.26% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.06% | -0.02% | -3.95% | |
| 21 | BBT | Beacon Financial CORP | 株式-その他 | 1.05% | +0.03% | — | |
| 22 | SH1USD | Proshares Short S&p500 | ETF-その他 | 1.03% | — | -71.91% | |
| 23 | PAYC | Paycom Software INC | 株式-IT | 0.98% | -0.03% | — | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.86% | +0.04% | — | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | +0.42% | +2.56% | |
| 26 | CNC | Centene CORP | 株式-ヘルスケア | 0.74% | — | +33.47% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | — | +152.50% | |
| 28 | SDS | ProShares UltraShort S&P500 | 株式-その他 | 0.65% | — | — | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.64% | — | -26.83% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | — | -35.30% | |
| 31 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.52% | +0.05% | — | |
| 32 | NEM | Newmont CORP | 株式-素材 | 0.49% | — | — | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.48% | — | -71.91% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.47% | -5.92% | -11.84% | |
| 35 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.45% | — | — | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.08% | +6.94% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.42% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | -0.09% | +2000.60% | |
| 39 | TFC | Truist Financial CORP | 株式-金融 | 0.38% | — | -9.36% | |
| 40 | XLF | Ss Financial Select Sector | ETF-その他 | 0.38% | — | -22.58% | |
| 41 | BX | Blackstone INC | 株式-金融 | 0.35% | -0.04% | — | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.34% | — | — | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.34% | — | -29.29% | |
| 44 | HSY | Hershey Co/the | 株式-生活必需品 | 0.33% | +0.04% | — | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.31% | — | +5.46% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.29% | — | — | |
| 47 | ✓ | Heineken Holding ORD EUR1.6 | 株式-その他 | 0.28% | -0.06% | — | |
| 48 | ✓ | 株式-その他 | 0.28% | — | — | ||
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.28% | — | — | |
| 50 | INTU | Intuit INC | 株式-IT | 0.28% | -0.04% | — |