CIK: 0001682266
申告総資産額
$16.5億
| # | 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 | AM | Antero Midstream Corporation | 株式-エネルギー | 3.61% | — | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.81% | +3.43% | NEW | |
| 3 | AAPL | Apple INC | 株式-IT | 2.69% | +3.92% | NEW | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.91% | +1.64% | NEW | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.83% | — | -2.23% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.83% | — | +127.20% | |
| 7 | XLF | Ss Financial Select Sector | ETF-その他 | 1.68% | +1.29% | NEW | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 1.67% | — | -6.48% | |
| 9 | ETN | Eaton Corporation plc | 株式-資本財 | 1.62% | — | +24.47% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.61% | — | +6.24% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | +1.85% | NEW | |
| 12 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.52% | — | -25.70% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.50% | — | -0.36% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.47% | +1.35% | NEW | |
| 15 | C | Citigroup INC | 株式-金融 | 1.47% | — | +7.41% | |
| 16 | BA | Boeing Co/the | 株式-資本財 | 1.44% | — | +28.37% | |
| 17 | CNC | Centene CORP | 株式-ヘルスケア | 1.42% | — | -13.17% | |
| 18 | ACN | Accenture plc | 株式-IT | 1.39% | +0.97% | NEW | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.33% | +1.64% | NEW | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.32% | — | +14.44% | |
| 21 | AR | Antero Resources CORP | 株式-エネルギー | 1.31% | — | — | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.25% | — | -6.80% | |
| 23 | ADBE | Adobe INC | 株式-IT | 1.18% | — | +36.84% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.16% | — | +6.35% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.13% | +1.15% | NEW | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 1.10% | — | -0.77% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.10% | — | -12.80% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.10% | — | +0.29% | |
| 29 | ALL | Allstate CORP | 株式-金融 | 1.09% | — | -8.49% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 1.09% | — | +25.54% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 1.02% | — | +0.93% | |
| 32 | POWL | Powell Industries INC | 株式-資本財 | 1.00% | +16.79% | NEW | |
| 33 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.99% | +0.75% | NEW | |
| 34 | HPQ | Hp INC | 株式-IT | 0.97% | — | -2.85% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.97% | — | -2.78% | |
| 36 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.95% | — | -8.96% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.94% | — | +5.29% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.93% | — | +142.14% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.92% | — | +6.04% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | +0.93% | NEW | |
| 41 | USB | US Bancorp | 株式-金融 | 0.91% | — | +14.30% | |
| 42 | FTNT | Fortinet INC | 株式-IT | 0.88% | — | — | |
| 43 | EEFT | Euronet Worldwide INC | 株式-IT | 0.87% | — | -7.38% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.87% | — | +5.73% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | +1.41% | NEW | |
| 46 | EXC | Exelon CORP | 株式-公益事業 | 0.86% | — | -1.04% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.84% | — | +123.23% | |
| 48 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.83% | +0.91% | NEW | |
| 49 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.80% | — | +59.61% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.79% | — | +5.59% |