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 | 16.37% | — | -8.78% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.14% | -0.26% | -0.67% | |
| 3 | BX | Blackstone INC | 株式-金融 | 4.93% | -1.75% | +0.72% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.18% | +0.22% | -3.04% | |
| 5 | WPC | Wp Carey INC | 株式-不動産 | 4.16% | +0.28% | +3.97% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.43% | -1.00% | +18.39% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.22% | +0.02% | -6.78% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.96% | — | +15.79% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.88% | — | +23.17% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.36% | — | -1.07% | |
| 11 | MO | Altria Group INC | 株式-生活必需品 | 2.32% | +0.01% | +33.21% | |
| 12 | VMC | Vulcan Materials Co | 株式-素材 | 2.15% | -0.34% | +61.88% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.08% | -0.81% | -3.40% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.91% | — | -1.89% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.84% | -1.03% | +18.24% | |
| 16 | STWD | Starwood Property Trust INC | 株式-不動産 | 1.69% | — | +58.86% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.67% | — | -10.31% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | +0.14% | -4.03% | |
| 19 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.59% | — | +6.35% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.57% | — | -6.90% | |
| 21 | ADSK | Autodesk INC | 株式-IT | 1.28% | — | +23.29% | |
| 22 | D | Dominion Energy INC | 株式-公益事業 | 1.19% | — | -26.69% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | -0.08% | +7.50% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 1.09% | — | +27.56% | |
| 25 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.03% | — | +73.55% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.00% | — | +20.55% | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 0.98% | — | -0.92% | |
| 28 | AMT | American Tower CORP | 株式-不動産 | 0.97% | — | +49.86% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.95% | — | +7.12% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.90% | -0.24% | EXIT | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | -1.48% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | — | -5.29% | |
| 33 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.83% | — | +60.15% | |
| 34 | MKL | Markel Group INC | 株式-金融 | 0.80% | -0.02% | +228.61% | |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.77% | — | -1.10% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.77% | — | -7.33% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.65% | +0.13% | +355.88% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | -0.08% | EXIT | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.64% | — | +36.49% | |
| 40 | OKE | Oneok INC | 株式-エネルギー | 0.58% | +0.37% | +1.65% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.57% | — | -5.34% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.53% | — | +22.15% | |
| 43 | ACN | Accenture plc | 株式-IT | 0.53% | — | +66.04% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | — | -4.54% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.48% | — | — | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +26.27% | |
| 47 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.44% | — | +13.66% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | +0.15% | -15.63% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | — | +1.08% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.42% | -0.62% | +9.54% |