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 | 8.61% | — | +16.67% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 6.46% | -0.41% | +2.27% | |
| 3 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 6.35% | -0.22% | +3.06% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 6.26% | -1.07% | +2.48% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 6.24% | -0.03% | +3.68% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 6.07% | +0.23% | +4.22% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.99% | -0.05% | +5.34% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.90% | +0.09% | +1.72% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.49% | +0.05% | +1.05% | |
| 10 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 4.35% | +0.08% | +1.50% | |
| 11 | MCI | Barings Corporate Investors | 株式-その他 | 2.84% | -0.03% | +18.92% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.75% | +0.07% | +24.68% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.14% | -0.11% | -3.30% | |
| 14 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.61% | -0.02% | -30.30% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.42% | — | +11.54% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.34% | — | +5.36% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.28% | — | -16.56% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.25% | — | -15.76% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.23% | — | +0.90% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.16% | — | +15.90% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.02% | — | +68.13% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.01% | — | +21.30% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.00% | -0.06% | -3.45% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.96% | — | +61.83% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -0.04% | +4.36% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.75% | -0.02% | -1.84% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.75% | — | -0.89% | |
| 28 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 0.74% | — | +0.58% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.74% | — | +144.73% | |
| 30 | BBTUSD | Bb&t CORP | 株式-その他 | 0.72% | — | +44.89% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.61% | — | +11.41% | |
| 32 | FGENEUR | Fibrogen INC | 株式-その他 | 0.60% | — | +16.38% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.57% | — | +22.52% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.57% | +0.03% | -17.99% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.47% | +0.05% | +0.03% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | -4.08% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.43% | — | +5.10% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | -0.04% | +56.34% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.41% | — | +3.02% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.40% | — | +85.83% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | -0.02% | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | -0.05% | +20.13% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.35% | — | +10.11% | |
| 44 | SO | Southern Co/the | 株式-公益事業 | 0.33% | — | -27.70% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.31% | +0.07% | NEW | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.30% | — | +5.43% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | — | +3.91% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | -12.30% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.30% | — | -5.49% | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.28% | — | -29.03% |