CIK: 0001667694
申告総資産額
$4.3億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.61% | -1.14% | +2.98% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 8.85% | — | +2.43% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 7.06% | — | +1.57% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.72% | +0.13% | +1.89% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.59% | — | +22.69% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.06% | — | +1.31% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.94% | — | -0.26% | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 3.55% | — | — | |
| 9 | VPU | Vanguard Utilities ETF | ETF-その他 | 3.40% | — | +1.28% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.14% | -0.22% | +24.47% | |
| 11 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.39% | — | +7.01% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.16% | — | +7.72% | |
| 13 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.91% | — | -4.52% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.18% | +4.73% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.89% | — | -2.82% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.85% | — | +0.16% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.85% | -0.38% | +17.51% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 0.80% | +0.19% | +0.05% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | +5.32% | |
| 20 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.73% | — | +4.62% | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.67% | — | +1.05% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | -2.48% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.64% | +0.23% | -5.90% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 0.63% | +0.26% | +5.75% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.63% | +0.89% | -10.66% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.62% | — | +17.96% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.59% | — | +5.76% | |
| 28 | C | Citigroup INC | 株式-金融 | 0.58% | — | +2.03% | |
| 29 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.58% | — | -1.08% | |
| 30 | SO | Southern Co/the | 株式-公益事業 | 0.57% | — | -14.38% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.31% | -4.83% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +22.01% | |
| 33 | OSVEUR | Vaneck Vectors Oil Services | ETF-その他 | 0.53% | — | +2.13% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | +0.22% | +31.96% | |
| 35 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.52% | — | -4.26% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.52% | -0.18% | -22.91% | |
| 37 | NTR | Nutrien LTD | 株式-素材 | 0.49% | — | +0.86% | |
| 38 | ABX | Barrick Gold CORP | 株式-金融 | 0.48% | — | +0.32% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.48% | — | +6.34% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | +8.14% | |
| 41 | NEM | Newmont CORP | 株式-素材 | 0.46% | — | -1.80% | |
| 42 | GS | Goldman Sachs Group INC | 株式-金融 | 0.46% | — | -0.33% | |
| 43 | WY | Weyerhaeuser Co | 株式-不動産 | 0.45% | — | +0.85% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.45% | — | +0.66% | |
| 45 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.44% | — | +25.92% | |
| 46 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.44% | — | -1.75% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.42% | — | +1.51% | |
| 48 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.41% | — | -0.30% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | — | -16.75% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.39% | — | +5.06% |