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 | 16.25% | -1.14% | +1.83% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.01% | +0.13% | +2.33% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.95% | — | -1.27% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.78% | — | +0.89% | |
| 5 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 4.41% | — | +1.03% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.32% | — | +2.27% | |
| 7 | VPU | Vanguard Utilities ETF | ETF-その他 | 4.05% | — | +0.20% | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 3.24% | — | +1.47% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.33% | -0.22% | +7.79% | |
| 10 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.64% | — | +2.43% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.28% | — | +2.98% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.18% | — | +1.01% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.11% | -0.38% | +2.80% | |
| 14 | FITEUR | Fitbit INC - A | 株式-その他 | 1.01% | — | -18.36% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.00% | — | -29.82% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.95% | — | +0.18% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.94% | — | -2.27% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.18% | +4.44% | |
| 19 | T | At&t INC | 株式-通信サービス | 0.81% | +0.23% | -0.99% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 0.76% | +0.26% | +0.17% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.75% | — | -0.09% | |
| 22 | SO | Southern Co/the | 株式-公益事業 | 0.75% | — | +1.14% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | +0.19% | -5.34% | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.73% | — | -6.09% | |
| 25 | C | Citigroup INC | 株式-金融 | 0.70% | — | -1.55% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.67% | +0.89% | -3.53% | |
| 27 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.67% | — | -2.33% | |
| 28 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.67% | — | +0.35% | |
| 29 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.67% | — | +9.73% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.65% | -0.18% | -1.42% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +0.07% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.59% | — | -4.54% | |
| 33 | ABX | Barrick Gold CORP | 株式-金融 | 0.59% | — | -2.10% | |
| 34 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.58% | — | +32.44% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | +0.31% | +2.35% | |
| 36 | NEM | Newmont CORP | 株式-素材 | 0.57% | — | -0.63% | |
| 37 | WY | Weyerhaeuser Co | 株式-不動産 | 0.57% | — | -1.21% | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 0.56% | — | -1.03% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.56% | — | -15.72% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | +0.22% | +1.34% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.54% | — | -2.88% | |
| 42 | WRKUSD | Westrock Co | 株式-その他 | 0.53% | — | -1.48% | |
| 43 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.52% | — | -3.53% | |
| 44 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.50% | — | +6.58% | |
| 45 | NTR | Nutrien LTD | 株式-素材 | 0.49% | — | +2.01% | |
| 46 | DLX | Deluxe CORP | 株式-その他 | 0.49% | — | -2.21% | |
| 47 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.48% | — | -24.57% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | -6.24% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.45% | — | +1.25% | |
| 50 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.43% | — | +1.16% |