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 | 14.88% | +0.46% | +4.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.78% | -0.66% | +40.64% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 8.65% | +0.47% | +27.60% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 8.42% | -0.79% | +40.67% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 7.63% | -0.19% | +2.19% | |
| 6 | PFFD | Global X US Preferred ETF | ETF-その他 | 7.58% | +0.01% | +4.46% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.48% | +0.13% | +2.86% | |
| 8 | APD | Air Products & Chemicals INC | 株式-素材 | 6.16% | +0.70% | -0.25% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.81% | +0.02% | +4.31% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.23% | +0.01% | -3.55% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.95% | -0.20% | +6.45% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.85% | -0.28% | +12.69% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.04% | -0.08% | -0.82% | |
| 14 | AI | C3.ai Inc-a | 株式-IT | 1.22% | -0.41% | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | — | -4.83% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.70% | -0.01% | -84.12% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.42% | +0.03% | +24.05% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | -0.03% | -13.35% | |
| 19 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.33% | — | -4.56% | |
| 20 | ONL | Orion Properties Inc. | 株式-その他 | 0.32% | +0.03% | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.28% | -0.05% | -5.90% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | -0.04% | -5.69% | |
| 23 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.24% | -0.01% | -2.85% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.22% | -0.01% | -1.59% | |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.22% | — | +0.27% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | -0.01% | -2.16% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | -0.04% | -2.88% | |
| 28 | ET | Energy Transfer LP | 株式-エネルギー | 0.20% | -0.01% | -10.83% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.19% | — | — | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | -0.02% | — | |
| 31 | PNC | Pnc Financial Services Group | 株式-金融 | 0.18% | — | — | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.17% | — | — | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.16% | -0.01% | — | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.15% | — | -4.35% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.15% | — | -3.74% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.14% | — | -31.60% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.13% | +0.01% | -2.75% | |
| 38 | J | Jacobs Solutions INC | 株式-資本財 | 0.13% | — | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.12% | -0.02% | — | |
| 40 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.12% | — | +6.07% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.11% | — | -9.58% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.10% | +0.03% | -46.11% | |
| 43 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.10% | — | — | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.10% | -0.11% | EXIT | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.10% | — | — | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.09% | +0.26% | — | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.09% | — | -5.07% |