CIK: 0001706915
申告総資産額
$2.0億
上位200銘柄を表示中（全209銘柄）
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 22.35% | -0.95% | -1.09% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 9.32% | +0.35% | +8.32% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 7.73% | -0.03% | -40.10% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.77% | +0.43% | +25.08% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.63% | — | -8.20% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.63% | — | +9.76% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.65% | +0.05% | -3.95% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.47% | +0.24% | -37.19% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.38% | -0.03% | — | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.31% | +0.80% | +82.56% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.07% | +0.07% | +10.64% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.74% | — | -14.57% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.73% | — | +11.43% | |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.60% | +0.02% | -2.95% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.54% | +0.16% | -5.17% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.46% | -0.12% | -7.34% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.41% | +0.06% | +4.47% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.27% | — | +15.39% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.22% | +0.16% | -1.87% | |
| 20 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 1.08% | — | +4128.44% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | -0.32% | +2190.00% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.82% | -0.25% | +238.59% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.66% | — | — | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 0.64% | +0.44% | — | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.63% | — | -3.64% | |
| 26 | CELG | Celgene CORP | 株式-その他 | 0.57% | — | +173.73% | |
| 27 | GS | Goldman Sachs Group INC | 株式-金融 | 0.56% | -0.02% | +53.47% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | +56.26% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | -0.17% | +90.57% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.41% | -0.10% | EXIT | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | +0.05% | +240.90% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.38% | -0.12% | — | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.33% | — | +168.82% | |
| 34 | SYK | Stryker CORP | 株式-ヘルスケア | 0.32% | — | — | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | — | +78.14% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | -0.05% | +216.46% | |
| 37 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.31% | -0.12% | +241.53% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | -0.24% | +198.65% | |
| 39 | BCRUSD | Cr Bard INC | 株式-その他 | 0.30% | — | — | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.29% | -0.15% | — | |
| 41 | AVGO | Broadcom Inc. | 株式-IT | 0.29% | — | — | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.29% | — | +2.48% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.29% | — | +80.44% | |
| 44 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.28% | — | +171.43% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | +233.94% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.13% | NEW | |
| 47 | BBTUSD | Bb&t CORP | 株式-その他 | 0.27% | — | +205.48% | |
| 48 | VLO | Valero Energy CORP | 株式-エネルギー | 0.26% | +0.08% | +208.01% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.24% | — | +176.22% | |
| 50 | EOG | Eog Resources INC | 株式-エネルギー | 0.24% | +0.04% | +231.22% |