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 | 16.80% | -1.14% | -1.06% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.98% | — | -2.12% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.01% | +0.13% | +0.69% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.97% | — | -1.43% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 3.92% | — | -0.88% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.58% | +0.89% | -1.04% | |
| 7 | VIS | Vanguard Industrials ETF | ETF-その他 | 2.66% | — | +14.17% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.64% | -1.54% | -1.15% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.45% | -0.22% | -0.97% | |
| 10 | VDE | Vanguard Energy ETF | ETF-その他 | 2.32% | +2.11% | -17.14% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.11% | — | +1.66% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.38% | -2.55% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.53% | — | -2.29% | |
| 14 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.46% | — | -1.63% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.04% | — | +0.82% | |
| 16 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.95% | — | -0.01% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.18% | +7.60% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.84% | — | +1.29% | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 0.81% | -0.18% | +22.46% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | +0.54% | +13.11% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | — | +1.08% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | +0.31% | +7.21% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | +17.35% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | +11.17% | |
| 25 | VICI | Vici Properties INC | 株式-不動産 | 0.68% | — | +11.47% | |
| 26 | DUK | Duke Energy CORP | 株式-公益事業 | 0.67% | — | +15.60% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | — | +10.06% | |
| 28 | UL | Unilever PLC | 株式-生活必需品 | 0.64% | — | +5.59% | |
| 29 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.61% | — | +18.06% | |
| 30 | DOW | Dow INC | 株式-素材 | 0.61% | +0.27% | +5.96% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | -1.00% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | -0.49% | |
| 33 | FNV | Franco-nevada CORP | 株式-素材 | 0.56% | — | -0.82% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.56% | +0.26% | +24.52% | |
| 35 | MDT | Medtronic plc | 株式-ヘルスケア | 0.56% | — | +6.92% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.56% | — | +19.45% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.53% | — | +0.29% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | +2.11% | |
| 39 | PPL | Ppl CORP | 株式-公益事業 | 0.48% | -0.21% | +15.68% | |
| 40 | EOG | Eog Resources INC | 株式-エネルギー | 0.48% | — | +17.48% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.47% | +0.19% | +10.10% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | — | -2.42% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | +0.22% | -17.90% | |
| 44 | TFC | Truist Financial CORP | 株式-金融 | 0.43% | — | +50.82% | |
| 45 | MS | Morgan Stanley | 株式-金融 | 0.42% | +0.20% | +22.92% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.42% | — | +0.73% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.42% | -0.20% | EXIT | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | +0.51% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | +0.19% | +0.06% | |
| 50 | BCE | Bce INC | 株式-通信サービス | 0.41% | — | +11.15% |