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 | 19.23% | +0.47% | +14.02% | |
| 2 | APD | Air Products & Chemicals INC | 株式-素材 | 17.05% | +0.70% | -0.78% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 12.01% | +0.13% | +0.26% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 11.72% | — | +1.29% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 9.27% | — | -1.76% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.42% | -0.08% | -1.36% | |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 7.29% | — | +0.31% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.96% | — | -40.86% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.50% | -0.20% | -2.53% | |
| 10 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.95% | — | -21.45% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | — | +14.85% | |
| 12 | ET | Energy Transfer LP | 株式-エネルギー | 0.80% | -0.01% | +1150.14% | |
| 13 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.69% | — | — | |
| 14 | ONB | Cmc Materials INC | 株式-金融 | 0.64% | — | — | |
| 15 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.63% | -0.01% | +6.24% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.62% | +0.02% | -6.16% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | -0.03% | -22.68% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.48% | — | -19.68% | |
| 19 | OSUR | Orasure Technologies INC | 株式-その他 | 0.43% | — | — | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | +7.74% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | -0.01% | -31.74% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.36% | — | -1.91% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | +0.03% | +0.68% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | -0.04% | +0.53% | |
| 25 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.28% | — | +10.33% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.27% | — | — | |
| 27 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.26% | — | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.26% | — | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | -0.66% | — | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.24% | — | — | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.23% | -0.05% | — | |
| 32 | ONL | Orion Properties Inc. | 株式-その他 | 0.13% | +0.03% | — | |
| 33 | ✓ | Amarin Corp PLC | 株式-その他 | 0.10% | — | +4.96% | |
| 34 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.05% | — | — | |
| 35 | STON1USD | Stonemor INC | 株式-その他 | 0.02% | — | — |