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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.73% | -0.26% | +0.16% | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 6.38% | — | +5.99% | |
| 3 | WPC | Wp Carey INC | 株式-不動産 | 4.47% | +0.28% | -1.71% | |
| 4 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 4.10% | — | +0.02% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.92% | — | -5.82% | |
| 6 | D | Dominion Energy INC | 株式-公益事業 | 3.55% | — | +0.53% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.14% | — | -1.18% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 2.78% | +0.15% | +1.17% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.72% | -1.00% | -6.45% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.20% | +0.02% | -0.24% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.92% | — | +0.36% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.91% | +0.14% | +2.02% | |
| 13 | BX | Blackstone INC | 株式-金融 | 1.89% | -1.75% | — | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.88% | — | -0.75% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.81% | — | -1.51% | |
| 16 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.56% | — | +5.31% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.55% | -0.81% | +2.42% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.53% | — | -22.70% | |
| 19 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.45% | — | +12.73% | |
| 20 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.44% | — | -3.65% | |
| 21 | IDLV | Invesco S&p International De | ETF-その他 | 1.42% | — | -7.07% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.42% | — | +0.75% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.38% | -0.08% | -8.36% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 1.37% | — | -2.15% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.32% | — | -3.73% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.27% | — | +17.41% | |
| 27 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.27% | — | -35.07% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.19% | — | +108.91% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 1.17% | — | -4.12% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 1.12% | — | +20.29% | |
| 31 | T | At&t INC | 株式-通信サービス | 1.06% | — | +4.22% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | — | +7.72% | |
| 33 | MO | Altria Group INC | 株式-生活必需品 | 1.03% | +0.01% | -3.55% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.00% | — | +23.14% | |
| 35 | IDV | Ishares International Select | ETF-その他 | 0.88% | — | +16.59% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.82% | — | -3.68% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.80% | +0.13% | -0.29% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.80% | — | -13.21% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | — | -9.66% | |
| 40 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.75% | — | +6.60% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | — | +4.13% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | -1.55% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.70% | — | +7.10% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | — | -3.95% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.67% | — | +4.61% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.65% | — | -3.67% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.63% | — | -0.86% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.59% | — | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | — | +0.32% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | +63.13% |