CIK: 0001633695
申告総資産額
$5.8億
| # | 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 | 17.14% | +1.11% | +2.36% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 10.44% | -0.27% | +0.01% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.52% | +0.30% | -4.45% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.97% | +0.16% | -1.72% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.72% | -0.07% | +0.67% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.26% | +0.02% | +0.00% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 2.22% | -0.06% | -1.13% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.09% | -0.16% | — | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.99% | — | -0.79% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.99% | -0.36% | -2.42% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.97% | +0.09% | +0.06% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.95% | +0.04% | -2.31% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.85% | -0.03% | -0.09% | |
| 14 | AMGN | Amgen INC | 株式-ヘルスケア | 1.67% | -0.14% | -0.88% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.61% | +0.04% | -2.16% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.57% | — | -3.76% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.46% | +0.03% | +0.01% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.42% | -0.01% | -1.09% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.41% | -0.05% | -1.40% | |
| 20 | GLW | Corning INC | 株式-IT | 0.92% | +0.60% | +0.16% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.91% | -0.03% | -1.08% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 0.90% | +0.26% | -7.47% | |
| 23 | AAAU | Goldman Sachs Physical Gold | ETF-コモディティ | 0.80% | -0.17% | +0.03% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.78% | — | -0.39% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.71% | -0.03% | +0.94% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.69% | +0.02% | +0.30% | |
| 27 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.67% | -0.15% | +3.37% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.66% | +0.01% | -0.93% | |
| 29 | EIPI | Ft Energy Income ETF | ETF-その他 | 0.64% | — | +0.50% | |
| 30 | BSTP | Innovator Buff Su Strat ETF | ETF-その他 | 0.60% | — | -0.49% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.59% | -0.02% | -0.57% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | -0.17% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.54% | +0.02% | +0.39% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.52% | +0.06% | -1.49% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | — | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.47% | -0.09% | -1.01% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.47% | — | — | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | — | -0.13% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | +0.01% | -0.63% | |
| 40 | EMLP | First Trust North American E | ETF-その他 | 0.41% | — | +0.65% | |
| 41 | SAMT | Strategas Macro Them Opps | ETF-その他 | 0.39% | +0.06% | +16.95% | |
| 42 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.37% | +0.05% | +12.98% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.37% | +0.08% | +0.01% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | +0.01% | -0.52% | |
| 45 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.35% | — | -12.96% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.35% | +0.01% | +0.16% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.35% | — | — | |
| 48 | EME | Emcor Group INC | 株式-資本財 | 0.34% | — | -2.83% | |
| 49 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 0.33% | +0.03% | +10.69% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.32% | — | +0.83% |