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 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 10.31% | +0.46% | +32.82% | |
| 2 | APD | Air Products & Chemicals INC | 株式-素材 | 9.94% | +0.70% | -0.98% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.67% | -0.66% | +2.79% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 7.51% | -0.19% | +4.77% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.51% | +0.13% | +0.65% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 5.93% | — | +0.41% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.90% | +0.47% | +4.95% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 5.00% | -0.01% | +3.77% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.51% | +0.01% | +1.85% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.39% | — | -29.16% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.94% | -0.79% | +3.38% | |
| 12 | PFFD | Global X US Preferred ETF | ETF-その他 | 3.77% | +0.01% | +1.63% | |
| 13 | AAPL | Apple INC | 株式-IT | 3.36% | -0.20% | -4.34% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.26% | +0.02% | +12.70% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.62% | -0.08% | -4.58% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.95% | — | +0.57% | |
| 17 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.20% | — | -6.13% | |
| 18 | HISF | First Tr Hi INC Strat Foc | ETF-その他 | 1.05% | — | +3.72% | |
| 19 | INKM | Ss Income Allocation ETF | ETF-その他 | 0.96% | — | +4.01% | |
| 20 | ET | Energy Transfer LP | 株式-エネルギー | 0.86% | -0.01% | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | — | -0.35% | |
| 22 | AI | C3.ai Inc-a | 株式-IT | 0.81% | -0.41% | — | |
| 23 | OSUR | Orasure Technologies INC | 株式-その他 | 0.69% | — | — | |
| 24 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.39% | -0.01% | -1.41% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.32% | +0.01% | +0.33% | |
| 26 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.32% | — | +1.17% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.32% | -0.03% | -11.21% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.31% | -0.05% | +1.13% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.03% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.26% | +0.02% | +22.40% | |
| 31 | ONL | Orion Properties Inc. | 株式-その他 | 0.26% | +0.03% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | -0.01% | +1863.37% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | -0.04% | +0.26% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.22% | -0.02% | +1900.00% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | -0.87% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | +0.03% | +0.74% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.21% | — | +106.23% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.21% | — | — | |
| 39 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.21% | — | -34.97% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.19% | — | +0.05% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.19% | — | -13.74% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.15% | -0.01% | -41.35% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.13% | -0.02% | — | |
| 44 | T | At&t INC | 株式-通信サービス | 0.12% | — | -7.91% | |
| 45 | ✓ | Vinco Ventures INC | 株式-その他 | 0.04% | — | +135.56% | |
| 46 | GRAFUSD | Velodyne Lidar INC | 株式-その他 | 0.01% | — | — |