CIK: 0001691804
申告総資産額
$10.1億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 12.56% | — | +2.22% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-その他 | 7.10% | — | +19.53% | |
| 3 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 6.88% | — | +10.22% | |
| 4 | FANG | Diamondback Energy INC | 株式-エネルギー | 6.79% | — | +47.29% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.53% | — | +1.49% | |
| 6 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 3.94% | — | -22.39% | |
| 7 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 3.69% | — | +16.52% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.69% | — | -1.07% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.32% | — | +20.73% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.08% | — | +8.76% | |
| 11 | SO | Southern Co/the | 株式-公益事業 | 3.06% | — | -0.06% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.87% | — | -7.45% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.79% | — | -30.51% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.72% | — | -2.42% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.68% | — | -5.14% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.62% | — | -1.98% | |
| 17 | T | At&t INC | 株式-通信サービス | 1.13% | — | +1.40% | |
| 18 | TSS | Total System Services INC | 株式-その他 | 1.12% | — | -8.85% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.07% | — | -9.91% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.05% | — | -35.96% | |
| 21 | TMK | Torchmark CORP | 株式-その他 | 1.03% | — | — | |
| 22 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.98% | — | +2.21% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.88% | — | -0.43% | |
| 24 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.81% | — | -3.81% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.81% | — | -6.27% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | — | -10.94% | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.70% | — | -8.20% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.68% | — | -1.80% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.64% | — | -0.69% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.63% | — | -2.19% | |
| 31 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.60% | — | -1.86% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | -0.24% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.57% | — | -3.85% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.49% | — | -0.39% | |
| 35 | CSFLUSD | Centerstate Bank CORP | 株式-その他 | 0.45% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | +2.77% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | -2.50% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.43% | — | -6.91% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | -2.36% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.40% | — | -11.75% | |
| 41 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.39% | — | — | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.38% | — | +2.27% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | -2.70% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.36% | — | -2.71% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | — | +37.12% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | +0.25% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.35% | — | +5.86% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | — | -8.01% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.32% | — | +2.19% | |
| 50 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.31% | — | +2.32% |