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 | 29.08% | -0.26% | -9.20% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.46% | +0.22% | +32.82% | |
| 3 | WPC | Wp Carey INC | 株式-不動産 | 3.45% | +0.28% | +9.45% | |
| 4 | D | Dominion Energy INC | 株式-公益事業 | 3.42% | — | +2.26% | |
| 5 | BX | Blackstone INC | 株式-金融 | 3.41% | -1.75% | -5.76% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.15% | +0.02% | +0.66% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.92% | -1.00% | +0.02% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.67% | — | +369.88% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.56% | — | -11.39% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.36% | — | -4.82% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 2.32% | — | +14.87% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.14% | +0.14% | -1.08% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.08% | -0.81% | -3.24% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.07% | — | -21.47% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.07% | — | +6.60% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.95% | — | -2.41% | |
| 17 | MO | Altria Group INC | 株式-生活必需品 | 1.55% | +0.01% | +10.59% | |
| 18 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.46% | — | -4.73% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | — | -6.99% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.20% | — | +4.84% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.18% | -0.08% | -3.41% | |
| 22 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.16% | — | -20.31% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | +4.72% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 0.81% | — | +0.32% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | +0.73% | -2.52% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | — | -28.41% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.72% | — | +1.53% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.15% | -10.11% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.67% | — | -14.51% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.62% | — | +2.24% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | -1.03% | +2.24% | |
| 32 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.59% | — | -13.55% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.54% | — | — | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.54% | — | -22.94% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.52% | — | +0.29% | |
| 36 | COF | Capital One Financial CORP | 株式-金融 | 0.44% | -0.08% | -1.48% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | -3.55% | |
| 38 | WM | Waste Management INC | 株式-資本財 | 0.43% | — | -8.12% | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.40% | — | +19.22% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | — | -3.57% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.39% | — | +14.84% | |
| 42 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.35% | — | +5.89% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.34% | — | -43.07% | |
| 44 | PYPL | Paypal Holdings INC | 株式-金融 | 0.34% | — | +18.07% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.34% | — | -1.51% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.33% | — | -35.50% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.32% | — | -23.83% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.30% | — | -17.47% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | -4.70% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.28% | — | -30.04% |