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 | 24.19% | — | +8.40% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.93% | — | +15.44% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.65% | +0.02% | +15.94% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.95% | — | +15.36% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.75% | — | +68.00% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.44% | — | -0.29% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.18% | — | -1.08% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.82% | — | +72.98% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.66% | +0.05% | +7.98% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.55% | — | +3.39% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.50% | — | -8.06% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | +0.08% | +8.08% | |
| 13 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.31% | — | +15.21% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.19% | — | +7.53% | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 1.13% | — | +14.19% | |
| 16 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.12% | — | +77.00% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | — | +3.08% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.05% | — | +47.95% | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.03% | — | +65.03% | |
| 20 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.89% | — | +80.11% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | +0.15% | +6.58% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.87% | — | -7.39% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.85% | — | -5.94% | |
| 24 | C | Citigroup INC | 株式-金融 | 0.82% | — | +9.65% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | — | -0.31% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | +0.08% | +9.49% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.76% | — | -0.94% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | -0.07% | +7.27% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | — | +5.07% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.71% | — | +13.71% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.69% | — | +4.09% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.65% | — | -1.64% | |
| 33 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.56% | — | +50.24% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +7.13% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.54% | — | +7.83% | |
| 36 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.51% | — | -0.85% | |
| 37 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.48% | — | +11.87% | |
| 38 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.45% | — | +7.69% | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 0.44% | — | -0.61% | |
| 40 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.43% | — | — | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.42% | — | +4.91% | |
| 42 | MAS | Masco CORP | 株式-資本財 | 0.41% | — | +3.71% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | — | |
| 44 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.40% | — | -1.13% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.37% | — | -12.97% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.36% | — | — | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.36% | — | — | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.35% | -0.06% | +5.61% | |
| 49 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.35% | — | +73.47% | |
| 50 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.35% | — | +7.48% |