CIK: 0001666024
申告総資産額
$26.1億
| # | 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 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 25.76% | — | +1.65% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 5.53% | — | +0.26% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.13% | — | +99.11% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.67% | — | +7.02% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.63% | — | +2.83% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.63% | +0.05% | +2.26% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.18% | +0.08% | +3.12% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.14% | — | -0.53% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.08% | — | +7.97% | |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.91% | — | +4.20% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.49% | — | +0.82% | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 1.47% | — | +3.41% | |
| 13 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.46% | — | -5.78% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.31% | +0.15% | +3.13% | |
| 15 | C | Citigroup INC | 株式-金融 | 1.30% | — | +3.26% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.15% | — | +5.81% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.15% | — | +6.53% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.11% | +0.08% | -7.51% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | -0.07% | +2.83% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | — | +2.37% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.05% | — | +4.57% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | — | +2.92% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | — | +1.04% | |
| 24 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.88% | — | -6.00% | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 0.86% | -0.06% | +12.26% | |
| 26 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.85% | — | -1.76% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.84% | — | -1.65% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.84% | — | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.82% | — | +2.87% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | — | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.77% | — | -1.98% | |
| 32 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.75% | — | +2.97% | |
| 33 | XXI | Twenty One Capital, Inc. | 株式-その他 | 0.73% | — | +0.79% | |
| 34 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.72% | — | +0.88% | |
| 35 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.70% | — | +3.53% | |
| 36 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.68% | — | — | |
| 37 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.62% | — | -0.09% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.59% | — | +1.62% | |
| 39 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.58% | — | -2.92% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.58% | — | -5.17% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.57% | — | -4.12% | |
| 42 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.54% | — | +3.64% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.54% | — | -0.21% | |
| 44 | STLA | Stellantis N.V. | 株式-一般消費財 | 0.53% | — | +3.46% | |
| 45 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.52% | — | -1.39% | |
| 46 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.51% | — | +3.59% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.51% | — | +13.57% | |
| 48 | EBS | Emergent Biosolutions INC | 株式-ヘルスケア | 0.48% | — | +3.89% | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.48% | — | +3.23% | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.45% | — | +3.72% |