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 | 15.52% | +0.70% | -0.60% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 15.30% | +0.47% | +3.40% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 12.10% | +0.13% | -1.50% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 10.88% | — | -0.45% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 9.09% | — | -6.23% | |
| 6 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 6.97% | — | +10.14% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.70% | -0.08% | -0.31% | |
| 8 | MLPXUSD | Global X Mlp & Energy Infras | ETF-その他 | 6.04% | — | -0.48% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.13% | — | -4.55% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.29% | +0.02% | -41.56% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.55% | -0.20% | -2.67% | |
| 12 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 1.15% | — | — | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | -0.01% | +0.02% | |
| 14 | ONB | Cmc Materials INC | 株式-金融 | 0.60% | — | +1.33% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.55% | — | -0.15% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | -5.51% | |
| 17 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.50% | -0.01% | -6.96% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | -0.03% | -14.84% | |
| 19 | VSMEUR | Versum Materials INC | 株式-その他 | 0.34% | — | — | |
| 20 | ✓ | Amarin Corp PLC | 株式-その他 | 0.33% | — | — | |
| 21 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.29% | — | +0.03% | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.27% | — | -1.49% | |
| 23 | OSUR | Orasure Technologies INC | 株式-その他 | 0.27% | — | +2.94% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | -0.04% | — | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.03% | -1.35% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.24% | — | +0.05% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.21% | — | -2.28% | |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.20% | — | — | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.20% | — | — | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.19% | +0.01% | — | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.19% | — | — | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.19% | — | — | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.18% | — | — | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.17% | — | — | |
| 35 | ET | Energy Transfer LP | 株式-エネルギー | 0.13% | -0.01% | +4.75% | |
| 36 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 0.09% | — | +0.89% |