CIK: 0001746810
申告総資産額
$1.2億
| # | 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 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 5.41% | — | +3.93% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.89% | — | +65.24% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.76% | — | +178.99% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 4.45% | — | — | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.22% | — | +154.57% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.81% | — | +14.89% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.74% | — | -2.76% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.15% | — | +95.41% | |
| 9 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 3.12% | — | +46.44% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.08% | — | +85.15% | |
| 11 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 2.30% | — | +6.57% | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 2.23% | — | — | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.98% | — | +24.52% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.91% | — | +132.94% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.90% | — | — | |
| 16 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.82% | — | -3.04% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.47% | — | -7.97% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 1.43% | — | -51.61% | |
| 19 | ✓ | Xai Octagn Flt Rat & Alt Inm | 株式-その他 | 1.23% | — | +372.91% | |
| 20 | HNDL | Nasdaq 7 Handl Index ETF | ETF-テック型 | 1.21% | — | — | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.16% | — | -50.46% | |
| 22 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 1.14% | — | -6.08% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.11% | — | +12.37% | |
| 24 | RJAUSD | Elements Rogers Agri Tot Ret | ETF-その他 | 1.08% | — | -3.10% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.06% | — | +158.39% | |
| 26 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.98% | — | — | |
| 27 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 0.97% | — | — | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.96% | — | -7.97% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.94% | — | +0.07% | |
| 30 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.85% | — | — | |
| 31 | AAPL | Apple INC | 株式-IT | 0.80% | — | +123.38% | |
| 32 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 0.79% | — | -8.07% | |
| 33 | ✓ | Proshares Tr Ii | 株式-その他 | 0.79% | — | — | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | — | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | +27.62% | |
| 36 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.64% | — | — | |
| 37 | AVDE | Avantis International Equity | ETF-その他 | 0.61% | — | — | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.59% | — | -5.34% | |
| 39 | PFFA | Virtus Infracap US Pref Stck | ETF-その他 | 0.59% | — | -12.71% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.55% | — | -86.10% | |
| 41 | SPG | Simon Property Group INC | 株式-不動産 | 0.49% | — | -13.04% | |
| 42 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.48% | — | +20.99% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | +2.61% | |
| 44 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.45% | — | — | |
| 45 | CSWC | Capital Southwest CORP | 株式-その他 | 0.44% | — | -10.82% | |
| 46 | WPC | Wp Carey INC | 株式-不動産 | 0.41% | — | -11.47% | |
| 47 | IRM | Iron Mountain INC | 株式-不動産 | 0.39% | — | -13.13% | |
| 48 | IYZ | Ishares US Telecommunication | ETF-その他 | 0.39% | — | — | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.39% | — | -33.81% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.38% | — | — |