CIK: 0001696628
申告総資産額
$10.5億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 19.42% | -0.16% | +2.04% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 15.10% | — | -1.55% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 12.13% | — | -1.33% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.93% | — | +8.72% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.48% | -0.07% | -0.17% | |
| 6 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 2.45% | — | +73.09% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.25% | — | +0.81% | |
| 8 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 2.11% | — | +31.33% | |
| 9 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.95% | — | -3.75% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.51% | -0.19% | +0.15% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.18% | — | +5.17% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.15% | — | -46.69% | |
| 13 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 1.12% | — | +1.47% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | -0.16% | +10.46% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | -0.12% | +0.59% | |
| 16 | MO | Altria Group INC | 株式-生活必需品 | 0.93% | — | -2.98% | |
| 17 | FDX | Fedex CORP | 株式-資本財 | 0.91% | — | -1.22% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.15% | -3.86% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.32% | -0.46% | |
| 20 | PNC | Pnc Financial Services Group | 株式-金融 | 0.82% | — | +2.24% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | -0.17% | +18.71% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.78% | — | -0.19% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.77% | — | -13.03% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.76% | — | +8.01% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.75% | — | -15.60% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.73% | — | -0.03% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.72% | — | -12.06% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.69% | — | -1.46% | |
| 29 | DAL | Delta Air Lines INC | 株式-資本財 | 0.63% | — | -8.70% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | -0.09% | +1.60% | |
| 31 | CELG | Celgene CORP | 株式-その他 | 0.60% | — | -15.41% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.59% | — | — | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | -2.15% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.53% | — | -7.43% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.52% | — | -10.22% | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.50% | — | -0.05% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.48% | — | -7.86% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | — | |
| 39 | ✓ | 株式-その他 | 0.46% | — | +2.53% | ||
| 40 | SO | Southern Co/the | 株式-公益事業 | 0.45% | — | -6.07% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.40% | — | -1.33% | |
| 42 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 0.39% | — | -1.94% | |
| 43 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.39% | — | -0.16% | |
| 44 | RTN1USD | Raytheon Company | 株式-その他 | 0.37% | — | +121.52% | |
| 45 | ED | Consolidated Edison INC | 株式-公益事業 | 0.35% | — | +0.23% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | -21.15% | |
| 47 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.34% | — | +7.30% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | — | -1.52% | |
| 49 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.30% | -0.07% | -0.21% | |
| 50 | FDC | First Data Corp- Class A | 株式-その他 | 0.28% | — | -0.20% |