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 | 40.73% | +0.70% | -1.45% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 14.65% | -0.08% | -6.01% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 12.91% | +0.13% | -4.31% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.92% | -0.66% | +8.10% | |
| 5 | AAPL | Apple INC | 株式-IT | 7.16% | -0.20% | +292.51% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.07% | — | -8.51% | |
| 7 | ET | Energy Transfer LP | 株式-エネルギー | 1.38% | -0.01% | -9.57% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.28% | +0.47% | -38.02% | |
| 9 | WTRG | Essential Utilities INC | 株式-公益事業 | 1.10% | — | — | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.04% | -0.03% | -2.86% | |
| 11 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.95% | -0.01% | — | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | -0.01% | +0.86% | |
| 13 | OSUR | Orasure Technologies INC | 株式-その他 | 0.79% | — | +0.57% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | — | -3.06% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.70% | — | -24.73% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | +0.03% | +2.33% | |
| 17 | T | At&t INC | 株式-通信サービス | 0.62% | — | +7.20% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.60% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.04% | +7.04% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.52% | -0.05% | +0.83% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | -0.04% | +7.13% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | — | -3.06% | |
| 23 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.47% | — | — | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.44% | — | — | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.43% | +0.01% | — | |
| 26 | ONL | Orion Properties Inc. | 株式-その他 | 0.35% | +0.03% | — | |
| 27 | STON1USD | Stonemor INC | 株式-その他 | 0.04% | — | — |