CIK: 0001715740
申告総資産額
$26.0億
上位200銘柄を表示中（全649銘柄）
| # | 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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 10.25% | +1.26% | +56.66% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.95% | -0.43% | +17.15% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 6.18% | — | +195.62% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.84% | — | +45.38% | |
| 5 | FIXD | First Trust Smith Opportunis | ETF-その他 | 5.07% | — | +33.06% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.39% | — | +84.76% | |
| 7 | CMBS | Ishares Cmbs ETF | ETF-その他 | 4.09% | — | — | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.99% | -0.40% | +91.96% | |
| 9 | MBB | Ishares Mbs ETF | ETF-その他 | 3.59% | — | +1445.67% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.87% | +0.33% | +17.72% | |
| 11 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型株・グロース | 2.86% | — | -34.25% | |
| 12 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 2.20% | — | -12.13% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.11% | — | +83157.74% | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.21% | — | -72.75% | |
| 15 | FLCB | Franklin U.s. Core Bond ETF | ETF-その他 | 1.14% | — | +808.37% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.17% | +25.21% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.80% | -0.14% | +7.13% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.79% | — | — | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | +0.11% | +36.22% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | +0.32% | +29.68% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 0.68% | — | -1.26% | |
| 22 | CCI | Crown Castle INC | 株式-不動産 | 0.67% | — | +36.96% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | -0.15% | +38.65% | |
| 24 | KEY | Keycorp | 株式-金融 | 0.66% | — | +32.51% | |
| 25 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.64% | — | +36.68% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | +120.28% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.63% | — | +41.75% | |
| 28 | D | Dominion Energy INC | 株式-公益事業 | 0.63% | — | +53.86% | |
| 29 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.62% | +0.07% | +39.52% | |
| 30 | DUK | Duke Energy CORP | 株式-公益事業 | 0.61% | — | +40.81% | |
| 31 | MS | Morgan Stanley | 株式-金融 | 0.61% | — | +32.06% | |
| 32 | BLKCHF | Blackrock INC | 株式-その他 | 0.60% | — | +6.01% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.60% | +0.11% | +44.06% | |
| 34 | MO | Altria Group INC | 株式-生活必需品 | 0.60% | — | +45.23% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | -0.34% | +40.98% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | — | +39.13% | |
| 37 | BCE | Bce INC | 株式-通信サービス | 0.57% | — | +43.05% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | +15.93% | |
| 39 | PNC | Pnc Financial Services Group | 株式-金融 | 0.56% | — | +42.56% | |
| 40 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.54% | — | +45.43% | |
| 41 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.54% | — | — | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | +0.06% | +77.32% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.48% | — | +0.66% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | +36.77% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.46% | -0.13% | +31.90% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.43% | — | +41.76% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.34% | -0.11% | +41.82% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | +26.03% | |
| 49 | DHR | Danaher CORP | 株式-ヘルスケア | 0.32% | — | +37.30% | |
| 50 | AMAT | Applied Materials INC | 株式-IT | 0.32% | -0.11% | +19.09% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +3.8% | +56.66% | 増加 |
| 2 | VOE | Vanguard Mid-cap Value ETF | +3.7% | +195.62% | 増加 |
| 3 | MBB | Ishares Mbs ETF | +3.3% | +1445.67% | 増加 |
| 4 | IJR | Ishares Core S&p Small-cap E | +2.1% | +83157.74% | 増加 |
| 5 | VGK | Vanguard Ftse Europe ETF | +1.4% | +84.76% | 増加 |
| 6 | BND | Vanguard Total Bond Market | +1.1% | +91.96% | 増加 |
| 7 | FLCB | Franklin U.s. Core Bond ETF | +1% | +808.37% | 増加 |
| 8 | VXUS | Vanguard Total Intl Stock | +0.7% | +45.38% | 増加 |
| 9 | RY | Royal Bank Of Canada | +0.3% | NEW | 新規購入 |
| 10 | PEP | Pepsico INC | +0.2% | +120.28% | 増加 |
| 11 | MCD | Mcdonald's CORP | +0.2% | +427.47% | 増加 |
| 12 | MO | Altria Group INC | +0.2% | +45.23% | 増加 |
| 13 | CVX | Chevron CORP | +0.1% | +39.13% | 増加 |
| 14 | KEY | Keycorp | +0.1% | +32.51% | 増加 |
| 15 | CSCO | Cisco Systems INC | +0.1% | +41.75% | 増加 |
| 16 | PNC | Pnc Financial Services Group | +0.1% | +42.56% | 増加 |
| 17 | PFE | Pfizer INC | +0.1% | +77.32% | 増加 |
| 18 | D | Dominion Energy INC | +0.1% | +53.86% | 増加 |
| 19 | GILD | Gilead Sciences INC | +0.1% | +45.43% | 増加 |
| 20 | AMAT | Applied Materials INC | +0.1% | +19.09% | 増加 |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +44.06% | 増加 |
| 22 | CVS | Cvs Health CORP | +0.1% | +36.68% | 増加 |
| 23 | MS | Morgan Stanley | +0.1% | +32.06% | 増加 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +31.90% | 増加 |
| 25 | CCI | Crown Castle INC | +0.1% | +36.96% | 増加 |
| 26 | DUK | Duke Energy CORP | +0.1% | +40.81% | 増加 |
| 27 | BCE | Bce INC | +0.1% | +43.05% | 増加 |
| 28 | AMGN | Amgen INC | +0.1% | +41.76% | 増加 |
| 29 | LMT | Lockheed Martin CORP | +0.1% | +38.65% | 増加 |
| 30 | DLR | Digital Realty Trust INC | 0% | +39.52% | 増加 |
| 31 | V | Visa Inc-class A Shares | 0% | +40.98% | 増加 |
| 32 | VZ | Verizon Communications INC | 0% | +36.22% | 増加 |
| 33 | MSFT | Microsoft CORP | — | +25.21% | 増加 |
| 34 | ABBV | Abbvie INC | 0% | +29.68% | 増加 |
| 35 | CAT | Caterpillar INC | 0% | -1.26% | 減少 |
| 36 | FIXD | First Trust Smith Opportunis | -0.2% | +33.06% | 増加 |
| 37 | ACWI | Ishares Msci Acwi ETF | -0.2% | +17.72% | 増加 |
| 38 | MRK | Merck & Co. INC. | -0.5% | -88.84% | 減少 |
| 39 | VOO | Vanguard S&p 500 ETF | -0.6% | +17.15% | 増加 |
| 40 | AAXJ | Ishares Msci All Country Asi | -1% | -12.13% | 減少 |
| 41 | HYLB | Xtrackers Usd High Yield Cor | -2.4% | -84.85% | 減少 |
| 42 | FLQL | Franklin U.s. Large Cap Mult | -2.6% | -34.25% | 減少 |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | -3.2% | -99.36% | 減少 |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | -3.5% | -99.92% | 減少 |
| 45 | VIG | Vanguard Dividend Apprec ETF | -4.1% | -99.52% | 減少 |
| 46 | ICSH | Ishares Ultra Short Duration | -4.7% | -72.75% | 減少 |
| 47 | CMBS | Ishares Cmbs ETF | — | NEW | 新規購入 |
| 48 | QSR | Restaurant Brands Intern | — | NEW | 新規購入 |
| 49 | KBWY | Invesco Kbw Premium Yield Eq | — | NEW | 新規購入 |
| 50 | DOCU | Docusign INC | — | NEW | 新規購入 |