CIK: 0001710539
申告総資産額
$3.0億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 8.94% | — | -2.51% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 6.90% | -0.03% | +2.59% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 6.64% | -0.41% | +3.43% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 6.59% | -1.07% | +2.66% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 6.57% | -0.22% | +4.78% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 6.49% | +0.23% | +5.40% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.48% | -0.05% | +5.59% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.70% | +0.09% | +4.00% | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 5.07% | +0.08% | +5.31% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 5.06% | +0.05% | +5.31% | |
| 11 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 3.39% | -0.02% | +96.92% | |
| 12 | MCI | Barings Corporate Investors | 株式-その他 | 2.87% | -0.03% | +4.11% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.72% | +0.07% | +5.53% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.86% | — | -1.99% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.85% | -0.11% | +12.01% | |
| 16 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 1.81% | — | +0.14% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.65% | — | — | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.58% | — | +0.87% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.07% | -0.06% | +11.81% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.87% | -0.02% | +5.19% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.83% | +0.03% | +16.14% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.79% | — | +11.95% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | -0.04% | +16.89% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.70% | — | +14.41% | |
| 25 | FGENEUR | Fibrogen INC | 株式-その他 | 0.63% | — | +20.27% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.59% | +0.05% | +8.16% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.55% | — | -3.12% | |
| 28 | BBTUSD | Bb&t CORP | 株式-その他 | 0.50% | — | +0.02% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.45% | -0.02% | — | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.45% | — | +11.45% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.43% | — | +6.40% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.38% | — | -10.21% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.38% | — | +4.33% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.35% | +0.07% | NEW | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.32% | — | -16.14% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.32% | -0.02% | -4.42% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | -0.05% | +4.12% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.32% | — | -0.75% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.31% | — | +39.02% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.31% | — | +13.93% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.31% | — | — | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | +8.84% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.31% | — | +0.04% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.31% | -0.04% | +1.24% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.31% | — | +34.52% | |
| 46 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.30% | — | +0.32% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.28% | +0.07% | NEW | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.26% | — | -5.65% | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.26% | — | — | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | — | -11.14% |