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 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 6.84% | — | — | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.05% | — | +1.18% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.08% | — | +107.58% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.46% | — | +42.84% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.45% | — | +15.95% | |
| 6 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 3.32% | — | — | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.28% | — | — | |
| 8 | IDV | Ishares International Select | ETF-その他 | 2.87% | — | +21.38% | |
| 9 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.85% | — | +58.90% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.80% | — | -0.32% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.78% | — | +59.76% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.72% | — | +13.02% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.69% | — | -0.01% | |
| 14 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.20% | — | +92.38% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.15% | — | — | |
| 16 | ADP | Automatic Data Processing | 株式-IT | 1.61% | — | -5.19% | |
| 17 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 1.30% | — | -30.75% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.27% | — | +232.94% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.21% | — | -76.13% | |
| 20 | SIL | Global X Silver Miners ETF | ETF-コモディティ | 1.09% | — | — | |
| 21 | AAPL | Apple INC | 株式-IT | 1.03% | — | -1.12% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | — | +10.63% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.93% | — | — | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.87% | — | +9.04% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.85% | — | +2.84% | |
| 26 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.84% | — | +63.34% | |
| 27 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 0.79% | — | -12.82% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.76% | — | +4.06% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.75% | — | -68.45% | |
| 30 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.74% | — | +2.02% | |
| 31 | RVT | Royce Small-cap Trust INC | 株式-その他 | 0.73% | — | +3.54% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.72% | — | +7.53% | |
| 33 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.72% | — | -5.64% | |
| 34 | PDO | Pimco Dynamic Income Opport | 株式-その他 | 0.71% | — | +25.52% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.69% | — | -5.64% | |
| 36 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.69% | — | +32.23% | |
| 37 | ARCC | Ares Capital CORP | 株式-金融 | 0.67% | — | +32.25% | |
| 38 | PFFA | Virtus Infracap US Pref Stck | ETF-その他 | 0.66% | — | +150.33% | |
| 39 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.60% | — | +1.85% | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.60% | — | +7.65% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | -11.19% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.56% | — | — | |
| 43 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.56% | — | +0.94% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.54% | — | +14.88% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.54% | — | +0.69% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.54% | — | +2.06% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | +44.97% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.52% | — | -17.71% | |
| 49 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.52% | — | +1.81% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | — | +39.90% |