CIK: 0001720777
申告総資産額
$14.4億
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.45% | — | -26.05% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.29% | — | +33.62% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.02% | — | +104.50% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.37% | — | +1288.38% | |
| 5 | MBB | Ishares Mbs ETF | ETF-その他 | 3.33% | +0.15% | +12.04% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.06% | — | +6.33% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.66% | -0.13% | +210.84% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.40% | +0.13% | +1016.26% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.26% | — | — | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.78% | — | -41.89% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.68% | — | -10.72% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.63% | — | — | |
| 13 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 1.51% | — | -39.92% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.45% | — | -3.48% | |
| 15 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 1.23% | — | — | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.14% | — | -8.43% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.05% | — | -31.84% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.96% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.14% | -9.35% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | — | +12.19% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.92% | — | -4.86% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.90% | — | -3.94% | |
| 23 | LRCXEUR | Lam Research CORP | 株式-IT | 0.89% | — | +1.96% | |
| 24 | AXP | American Express Co | 株式-金融 | 0.88% | +0.15% | -0.63% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.85% | -0.14% | -19.48% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 0.84% | — | -3.02% | |
| 27 | SYK | Stryker CORP | 株式-ヘルスケア | 0.78% | — | +2.85% | |
| 28 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.77% | — | -28.36% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.77% | — | -12.55% | |
| 30 | BX | Blackstone INC | 株式-金融 | 0.75% | +0.12% | -7.64% | |
| 31 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.73% | — | +3.29% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | -9.21% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.72% | — | -23.71% | |
| 34 | LDOS | Leidos Holdings INC | 株式-IT | 0.71% | — | +48.25% | |
| 35 | LHX | L3harris Technologies INC | 株式-資本財 | 0.71% | — | +20.67% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.71% | -0.09% | -19.57% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.71% | — | -16.50% | |
| 38 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.70% | — | -19.24% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | -22.96% | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.67% | +0.25% | -9.38% | |
| 41 | PGR | Progressive CORP | 株式-金融 | 0.67% | — | -6.26% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | -8.30% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.64% | — | -8.84% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | — | -23.99% | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.61% | — | -20.78% | |
| 46 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.59% | — | +10.81% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.59% | — | +4.03% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | +14.53% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.58% | +0.11% | -7.74% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.14% | +36.84% |