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 | 14.76% | +0.46% | +3.22% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.12% | -0.66% | +1.44% | |
| 3 | APD | Air Products & Chemicals INC | 株式-素材 | 9.38% | +0.70% | +30.73% | |
| 4 | PFFD | Global X US Preferred ETF | ETF-その他 | 8.55% | +0.01% | +3.18% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 7.83% | -0.19% | +2.03% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.55% | +0.47% | +3.91% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.21% | +0.13% | +1.19% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.49% | -0.79% | +2.35% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 5.12% | -0.01% | +0.18% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.73% | +0.02% | +1.63% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.41% | +0.01% | +1.36% | |
| 12 | AAPL | Apple INC | 株式-IT | 3.42% | -0.20% | +5.37% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.49% | -0.28% | +121.64% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.23% | -0.08% | -3.38% | |
| 15 | AI | C3.ai Inc-a | 株式-IT | 1.40% | -0.41% | — | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | — | +1.28% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.63% | — | -2.63% | |
| 18 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.41% | — | -15.21% | |
| 19 | ONL | Orion Properties Inc. | 株式-その他 | 0.35% | +0.03% | — | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.05% | -1.64% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.32% | -0.03% | -0.82% | |
| 22 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.30% | -0.01% | — | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | -0.04% | — | |
| 24 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.26% | — | -1.23% | |
| 25 | ET | Energy Transfer LP | 株式-エネルギー | 0.25% | -0.01% | +0.42% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | -0.01% | — | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.03% | -14.62% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.21% | — | -9.01% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.21% | +0.03% | +8.62% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.20% | — | +8.12% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | +0.01% | — | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | -0.02% | — | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.18% | — | -0.08% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.18% | — | — | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | -0.04% | -8.82% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.17% | — | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.17% | -0.01% | — | |
| 38 | J | Jacobs Solutions INC | 株式-資本財 | 0.14% | — | — | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.13% | — | +22.83% | |
| 40 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.13% | — | — | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.12% | -0.11% | EXIT | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.12% | -0.02% | — | |
| 43 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.11% | — | +900.00% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.11% | -0.01% | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.11% | +0.03% | — | |
| 46 | T | At&t INC | 株式-通信サービス | 0.09% | — | — |