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 | 21.37% | -1.14% | -1.44% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.63% | +0.13% | +3.21% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 6.32% | — | -2.26% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.64% | — | +1.54% | |
| 5 | SH1USD | Proshares Short S&p500 | ETF-その他 | 5.25% | — | +4.69% | |
| 6 | VAW | Vanguard Materials ETF | ETF-その他 | 5.01% | — | — | |
| 7 | VHT | Vanguard Health Care ETF | ETF-その他 | 4.93% | -1.75% | +1.81% | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.15% | — | +0.84% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.61% | -0.22% | -0.79% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.78% | -0.38% | -5.00% | |
| 11 | PSQUSD | Proshares Short Qqq | ETF-その他 | 1.37% | — | — | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.16% | — | +0.52% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.12% | — | +287.83% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.08% | +0.19% | -11.04% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.98% | — | +1.83% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.92% | — | +0.37% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.85% | -0.20% | EXIT | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | — | +0.71% | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 0.76% | -0.18% | +4.04% | |
| 20 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.73% | — | +22.16% | |
| 21 | SO | Southern Co/the | 株式-公益事業 | 0.71% | — | -5.70% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.31% | +12.51% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.58% | — | -10.08% | |
| 24 | AMT | American Tower CORP | 株式-不動産 | 0.55% | — | +5.12% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.55% | — | -1.61% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | +2.96% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.54% | — | -46.44% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | +0.12% | |
| 29 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.52% | — | +7.48% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.51% | +0.23% | -11.17% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | — | -15.94% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.50% | +0.26% | -22.84% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.49% | +0.89% | -0.86% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | +2.13% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | -1.81% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.43% | — | — | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.42% | — | -4.96% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | -0.13% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.39% | — | -2.36% | |
| 40 | ICE | Intercontinental Exchange In | 株式-金融 | 0.38% | — | +0.32% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | — | -1.92% | |
| 42 | WRKUSD | Westrock Co | 株式-その他 | 0.37% | — | -14.99% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.36% | — | -9.36% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.36% | — | -29.18% | |
| 45 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.36% | — | -4.96% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | +3.90% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.33% | — | -14.84% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.32% | — | -29.49% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.32% | — | +0.93% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.18% | -6.04% |