CIK: 0001623707
申告総資産額
$4.6億
| # | 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 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 24.52% | — | -7.93% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 22.23% | -0.07% | -10.73% | |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 9.39% | — | -9.87% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.31% | -0.07% | -5.82% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.21% | — | -6.09% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.77% | — | -13.69% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.37% | — | — | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.06% | — | -15.43% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.99% | +0.05% | -57.75% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.44% | -0.08% | +5.05% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.34% | — | +243.58% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.34% | -0.03% | -8.67% | |
| 13 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.26% | — | — | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.13% | — | +22.05% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.70% | — | — | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | +0.03% | +10.81% | |
| 17 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 0.61% | — | — | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.52% | — | — | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.06% | -6.48% | |
| 20 | ✓ | Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs | ETF-コモディティ | 0.47% | — | — | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.44% | -0.13% | +185.87% | |
| 22 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.38% | — | -7.91% | |
| 23 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.37% | +0.08% | -4.72% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.36% | — | +1.33% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.34% | — | -4.10% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | — | — | |
| 27 | AAPL | Apple INC | 株式-IT | 0.26% | -0.11% | +0.33% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.23% | -0.02% | — | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | +0.04% | — | |
| 30 | T | At&t INC | 株式-通信サービス | 0.21% | +0.02% | +0.45% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.17% | +0.20% | -23.38% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.17% | — | — | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | +0.03% | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.16% | — | — | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.15% | — | — | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.15% | +0.05% | NEW | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.15% | — | — |