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 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 18.32% | — | +6776.14% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.31% | -0.26% | -76.36% | |
| 3 | BX | Blackstone INC | 株式-金融 | 5.00% | -1.75% | +16.37% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.51% | +0.22% | -32.32% | |
| 5 | WPC | Wp Carey INC | 株式-不動産 | 4.04% | +0.28% | +25.11% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.40% | -1.00% | +14.88% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.12% | +0.02% | -6.17% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.89% | — | +47.46% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.83% | — | +7.06% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.14% | — | +0.43% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.05% | — | +0.68% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.04% | -0.81% | -4.20% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.99% | — | -0.45% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.92% | — | -9.79% | |
| 15 | MO | Altria Group INC | 株式-生活必需品 | 1.90% | +0.01% | +33.56% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.82% | +0.14% | -1.57% | |
| 17 | D | Dominion Energy INC | 株式-公益事業 | 1.71% | — | -27.22% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.63% | -1.03% | +89.18% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.55% | — | +274.37% | |
| 20 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.49% | — | +2.50% | |
| 21 | VMC | Vulcan Materials Co | 株式-素材 | 1.23% | -0.34% | — | |
| 22 | STWD | Starwood Property Trust INC | 株式-不動産 | 1.21% | — | +167.50% | |
| 23 | ADSK | Autodesk INC | 株式-IT | 1.20% | — | +281.26% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.01% | -0.08% | -0.25% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | — | -13.85% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 0.99% | — | +27.89% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | -1.56% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.86% | — | -8.87% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | — | +174.09% | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.82% | — | +250.81% | |
| 31 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.79% | — | -20.22% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.69% | -0.24% | EXIT | |
| 33 | AMT | American Tower CORP | 株式-不動産 | 0.67% | — | — | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.65% | — | -3.07% | |
| 35 | OKE | Oneok INC | 株式-エネルギー | 0.63% | +0.37% | +66.15% | |
| 36 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.59% | — | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | +0.73% | -12.76% | |
| 38 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.54% | — | +109.03% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.52% | — | -8.80% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.15% | -9.96% | |
| 41 | COF | Capital One Financial CORP | 株式-金融 | 0.50% | -0.08% | +0.02% | |
| 42 | ETSY | Etsy INC | 株式-一般消費財 | 0.50% | — | — | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.49% | — | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | +10.32% | |
| 45 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.48% | — | -59.36% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.46% | — | -1.28% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | — | — | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.44% | — | +10.42% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.44% | — | +9.24% | |
| 50 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.42% | — | — |