CIK: 0001706915
申告総資産額
$2.0億
上位200銘柄を表示中（全204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 | 25.91% | -0.95% | +12.88% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 11.65% | +0.35% | +23.59% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 6.39% | -0.03% | +51.69% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.30% | +0.43% | +14.82% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.86% | — | +261.73% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.61% | — | -0.67% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.58% | +0.05% | -2.46% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.07% | +0.24% | -5.35% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.99% | -0.03% | +169.09% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.68% | — | -17.11% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.67% | +0.80% | -26.31% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.64% | — | -50.68% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.53% | +0.16% | -1.07% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.48% | -0.32% | +0.42% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.47% | +0.06% | — | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.44% | +0.07% | -34.47% | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.37% | +0.02% | — | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.33% | -0.12% | -0.66% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.99% | — | -36.64% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.94% | +0.16% | -24.34% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.90% | -0.25% | -0.13% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.78% | — | — | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 0.59% | -0.02% | -0.18% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | — | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.51% | -0.12% | — | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 0.50% | +0.44% | — | |
| 27 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.47% | — | — | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.46% | — | -26.80% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | -0.17% | +1.94% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.43% | -0.15% | +29.80% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | +0.05% | +0.64% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | -0.05% | -0.52% | |
| 34 | SYK | Stryker CORP | 株式-ヘルスケア | 0.35% | — | — | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.35% | -0.10% | EXIT | |
| 36 | VLO | Valero Energy CORP | 株式-エネルギー | 0.33% | +0.08% | -2.42% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | +0.27% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | -9.62% | |
| 39 | BBTUSD | Bb&t CORP | 株式-その他 | 0.30% | — | -0.15% | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.29% | — | — | |
| 41 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.29% | -0.12% | — | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.29% | -0.42% | — | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.29% | -0.24% | -4.52% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.27% | — | -5.58% | |
| 45 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.26% | — | -4.59% | |
| 46 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.26% | — | +61.08% | |
| 47 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.25% | — | -10.53% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.25% | — | -0.39% | |
| 49 | EOG | Eog Resources INC | 株式-エネルギー | 0.25% | +0.04% | -7.88% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | -0.05% | — |