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 | 27.24% | +0.70% | -0.21% | |
| 2 | PFFD | Global X US Preferred ETF | ETF-その他 | 19.18% | +0.01% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.97% | -0.66% | +85.18% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 11.29% | +0.13% | -3.39% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 8.95% | -0.08% | -23.20% | |
| 6 | AAPL | Apple INC | 株式-IT | 6.11% | -0.20% | +1.84% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | — | +16.90% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.14% | -0.03% | +3.27% | |
| 9 | ET | Energy Transfer LP | 株式-エネルギー | 1.06% | -0.01% | -8.57% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.05% | +0.47% | -5.14% | |
| 11 | CCMP | Cmc Materials INC | 株式-その他 | 1.00% | — | — | |
| 12 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.89% | -0.01% | +13.38% | |
| 13 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.85% | — | -10.02% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | -0.01% | -1.07% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.66% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | -0.04% | +8.84% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | +3.88% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.53% | — | +15.53% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.02% | — | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.05% | +24.93% | |
| 21 | OSUR | Orasure Technologies INC | 株式-その他 | 0.50% | — | — | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.49% | — | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.03% | -12.44% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | -0.04% | +8.29% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.38% | +0.01% | — | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | +3.88% | |
| 27 | ONL | Orion Properties Inc. | 株式-その他 | 0.35% | +0.03% | — | |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.35% | — | — | |
| 29 | STON1USD | Stonemor INC | 株式-その他 | 0.07% | — | — |