CIK: 0001731359
申告総資産額
$2.5億
| # | 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 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 9.01% | — | +35.91% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.32% | -0.26% | +6.46% | |
| 3 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 6.50% | — | -2.67% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.55% | — | +0.51% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 3.45% | — | -3.14% | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 3.23% | — | -2.64% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.02% | — | +16.94% | |
| 8 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 2.84% | — | +4.57% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.65% | -1.00% | +4.46% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.12% | — | +2.47% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 2.12% | +0.15% | +6.41% | |
| 12 | IDLV | Invesco S&p International De | ETF-その他 | 2.07% | — | -10.25% | |
| 13 | WPC | Wp Carey INC | 株式-不動産 | 2.03% | +0.28% | +5.12% | |
| 14 | D | Dominion Energy INC | 株式-公益事業 | 1.96% | — | -1.56% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.95% | — | -0.33% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.65% | — | -1.40% | |
| 17 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.60% | — | +13.18% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.57% | +0.02% | -4.17% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.54% | — | +2.01% | |
| 20 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.34% | — | -0.47% | |
| 21 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.24% | — | -13.64% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | +0.14% | -7.09% | |
| 23 | MMM | 3m Co | 株式-資本財 | 1.10% | — | +3.35% | |
| 24 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 1.09% | — | +0.29% | |
| 25 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 1.03% | — | -7.26% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.96% | — | +8.59% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.94% | — | -6.47% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.92% | — | -5.01% | |
| 29 | XLF | Ss Financial Select Sector | ETF-その他 | 0.89% | — | -0.83% | |
| 30 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.87% | — | +4.90% | |
| 31 | MO | Altria Group INC | 株式-生活必需品 | 0.86% | +0.01% | -33.45% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.83% | — | -5.91% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | -0.08% | +6.13% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | — | -2.83% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.75% | — | — | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.74% | — | +55.16% | |
| 37 | IDV | Ishares International Select | ETF-その他 | 0.73% | — | +0.27% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | -7.18% | |
| 39 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.69% | — | +19.52% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.69% | -0.81% | +11.52% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.69% | — | -3.92% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | +0.13% | -10.64% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | +19.50% | |
| 44 | PGX | Invesco Preferred ETF | ETF-その他 | 0.66% | — | -16.37% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | — | -15.24% | |
| 46 | COF | Capital One Financial CORP | 株式-金融 | 0.63% | -0.08% | -3.11% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | +16.76% | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.57% | — | -42.81% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +1.73% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.53% | — | +60.27% |