CIK: 0001663649
申告総資産額
$2.8億
| # | 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 | APD | Air Products & Chemicals INC | 株式-素材 | 10.23% | +0.70% | -1.33% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 8.35% | +0.13% | +3.28% | |
| 3 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 7.09% | -0.01% | +0.44% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 7.02% | +0.02% | +1.92% | |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 5.68% | — | -0.40% | |
| 6 | SCHH | Schwab US Reit ETF | ETF-その他 | 5.14% | — | +4.34% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.00% | -0.08% | +0.11% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.66% | — | -2.53% | |
| 9 | XLE | Ss Energy Select Sector | ETF-その他 | 4.17% | — | +3.08% | |
| 10 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 4.03% | — | -10.49% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.81% | — | +7.10% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.78% | — | -2.54% | |
| 13 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 3.68% | — | -7.42% | |
| 14 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 3.63% | — | +8.89% | |
| 15 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 3.60% | — | +6.72% | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 3.50% | — | -6.54% | |
| 17 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 3.45% | — | +4.13% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.50% | — | — | |
| 19 | ✓ | Kmg Chemicals INC | 株式-その他 | 1.53% | — | +1.13% | |
| 20 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 1.47% | — | +9.64% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.30% | -0.20% | +0.26% | |
| 22 | VSMEUR | Versum Materials INC | 株式-その他 | 1.17% | — | -0.55% | |
| 23 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 1.16% | — | +28.56% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | -0.04% | +8.23% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | -0.03% | -12.27% | |
| 26 | OSUR | Orasure Technologies INC | 株式-その他 | 0.41% | — | — | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | -0.01% | +4.61% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | — | +1.47% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.03% | +1.89% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | -0.04% | +1.96% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | +26.82% | |
| 32 | BDCLUSD | Etracs 2x Wells Fargo Bdci | ETF-その他 | 0.20% | — | — | |
| 33 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.19% | — | -2.94% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.18% | — | — | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.17% | +0.01% | — | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.15% | — | — | |
| 37 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.15% | — | — | |
| 38 | F | Ford Motor Co | 株式-一般消費財 | 0.11% | — | +9.49% | |
| 39 | ✓ | Amarin Corp PLC | 株式-その他 | 0.03% | — | — |