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 | 22.59% | +0.70% | +0.00% | |
| 2 | PFFD | Global X US Preferred ETF | ETF-その他 | 17.91% | +0.01% | +6.40% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.76% | -0.66% | +8.28% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 10.33% | +0.13% | +2.45% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.81% | -0.08% | -6.12% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.21% | -0.20% | +3.08% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | — | +27.00% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.44% | +0.46% | — | |
| 9 | ET | Energy Transfer LP | 株式-エネルギー | 1.40% | -0.01% | -1.45% | |
| 10 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.95% | -0.01% | +13.99% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.95% | +0.01% | +172.42% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.93% | -0.19% | — | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | -0.03% | -1.51% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.83% | +0.47% | — | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.83% | +0.02% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | -0.01% | — | |
| 17 | CCMP | Cmc Materials INC | 株式-その他 | 0.79% | — | — | |
| 18 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.77% | — | — | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.75% | -0.79% | — | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.05% | +11.87% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.04% | +0.62% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -0.02% | -34.42% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | -0.01% | -3.05% | |
| 24 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.58% | — | — | |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.51% | — | — | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.49% | +0.01% | — | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.44% | — | — | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | -0.04% | -0.34% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | +8.35% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.39% | — | +52.68% | |
| 31 | OSUR | Orasure Technologies INC | 株式-その他 | 0.38% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.03% | — | |
| 33 | PNC | Pnc Financial Services Group | 株式-金融 | 0.36% | — | +49.75% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.33% | — | -5.40% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.31% | — | -2.41% | |
| 36 | ONL | Orion Properties Inc. | 株式-その他 | 0.30% | +0.03% | — | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.03% | -23.84% | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.30% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | -0.01% | — | |
| 40 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.27% | — | — | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | -0.01% | -1.51% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.23% | -0.02% | — | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.22% | — | -2.82% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.22% | +0.26% | — | |
| 45 | ENB | Enbridge INC | 株式-エネルギー | 0.22% | — | — | |
| 46 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.16% | — | — |