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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 10.74% | +0.13% | -0.20% | |
| 2 | APD | Air Products & Chemicals INC | 株式-素材 | 9.58% | +0.70% | +0.01% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 9.44% | — | +21.91% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 9.23% | +0.47% | +1.97% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 8.28% | — | +12.49% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 6.78% | +0.02% | -3.75% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.44% | -0.08% | +1.15% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 4.90% | — | -0.18% | |
| 9 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 4.89% | — | +3.87% | |
| 10 | XLE | Ss Energy Select Sector | ETF-その他 | 4.57% | — | +0.20% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.56% | — | -0.04% | |
| 12 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.94% | — | +0.28% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-その他 | 3.77% | — | -17.29% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.15% | — | -4.35% | |
| 15 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 1.91% | — | -0.72% | |
| 16 | ✓ | Kmg Chemicals INC | 株式-その他 | 1.69% | — | +3.01% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.58% | -0.20% | +0.30% | |
| 18 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.91% | -0.01% | -80.88% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | — | +5.83% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | -0.01% | +0.13% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | -0.03% | +2.12% | |
| 22 | OSUR | Orasure Technologies INC | 株式-その他 | 0.37% | — | — | |
| 23 | VSMEUR | Versum Materials INC | 株式-その他 | 0.36% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | -0.04% | +12.16% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.03% | -1.01% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.24% | — | -9.71% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.24% | — | -1.28% | |
| 28 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.23% | — | +5.38% | |
| 29 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.20% | — | — | |
| 30 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.20% | — | +0.03% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.18% | — | — | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.17% | +0.01% | — | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | — | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.16% | — | — | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | -0.04% | +2.97% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | -0.01% | — | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.03% | -27.08% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.14% | -0.02% | — | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.14% | — | +1.53% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.14% | +0.26% | — | |
| 41 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 0.13% | — | -89.07% | |
| 42 | ✓ | Amarin Corp PLC | 株式-その他 | 0.11% | — | — |