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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 16.53% | +0.47% | +1.27% | |
| 2 | APD | Air Products & Chemicals INC | 株式-素材 | 14.39% | +0.70% | -7.18% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 12.16% | +0.13% | -0.90% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 11.18% | — | -1.12% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.74% | — | -3.24% | |
| 6 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 7.23% | — | -1.90% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.63% | -0.08% | -2.02% | |
| 8 | MLPXUSD | Global X Mlp & Energy Infras | ETF-その他 | 5.75% | — | +2.47% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.53% | — | -8.50% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.10% | -0.20% | -2.53% | |
| 11 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 1.18% | — | — | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | -0.03% | +1.02% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.70% | +0.02% | -8.76% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.61% | — | +8.69% | |
| 15 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.58% | -0.01% | — | |
| 16 | ONB | Cmc Materials INC | 株式-金融 | 0.57% | — | -24.54% | |
| 17 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.56% | — | — | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | -0.01% | +0.03% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | +0.92% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.35% | — | +28.92% | |
| 21 | ✓ | Amarin Corp PLC | 株式-その他 | 0.35% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | -0.04% | -6.20% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.32% | — | +46.92% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.28% | — | +2.24% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.03% | -0.21% | |
| 26 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.26% | — | +2.63% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.25% | — | +45.80% | |
| 28 | ONL | Orion Properties Inc. | 株式-その他 | 0.23% | +0.03% | — | |
| 29 | OSUR | Orasure Technologies INC | 株式-その他 | 0.23% | — | — | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.21% | — | — | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.20% | — | +15.29% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.20% | +0.01% | — | |
| 33 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.20% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | -0.02% | — | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.17% | — | -1.51% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.17% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | -0.04% | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.16% | -0.02% | — | |
| 39 | ET | Energy Transfer LP | 株式-エネルギー | 0.13% | -0.01% | +8.77% | |
| 40 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 0.11% | — | — | |
| 41 | ✓ | Stonemor Partners LP | 株式-その他 | 0.02% | — | -10.91% |