CIK: 0001668189
申告総資産額
$10.6億
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 7.01% | — | +8.42% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.89% | -0.12% | +13.40% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.82% | +0.23% | -11.93% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.77% | -0.22% | +46.98% | |
| 5 | XJPIX | Nuveen Preferred Securities | 株式-その他 | 3.85% | — | +12.02% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.76% | -0.26% | +10.09% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.18% | -0.16% | +24.35% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.67% | -0.13% | -2.11% | |
| 9 | DSL | Doubleline Income Solutions | 株式-その他 | 2.63% | — | -3.80% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.55% | +0.07% | +5.52% | |
| 11 | TROW | T Rowe Price Group INC | 株式-金融 | 2.28% | -0.11% | -1.25% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.25% | -0.16% | +58.29% | |
| 13 | LEO | Bny Mellon Strategic Muni | 株式-その他 | 2.13% | — | -21.10% | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.58% | — | +43.34% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.50% | — | -11.11% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.46% | -0.29% | +42.01% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.46% | — | -4.61% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.42% | -0.08% | -20.45% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.36% | — | +790.60% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | -0.10% | +127.79% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.22% | -0.10% | +9.85% | |
| 22 | XMYDX | Blackrock Muniyield Fund | 株式-その他 | 1.21% | — | -6.52% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.13% | -0.10% | +30.56% | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.10% | — | +5.53% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.04% | -0.10% | -11.63% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | +0.06% | +54.86% | |
| 27 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.93% | -0.26% | -26.07% | |
| 28 | ✓ | Nuveen Md Prem Income Mun Fd | 株式-その他 | 0.90% | — | +5.66% | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.88% | -0.06% | -32.64% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.88% | — | +33.43% | |
| 31 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 0.88% | -0.06% | -11.85% | |
| 32 | IDV | Ishares International Select | ETF-その他 | 0.87% | — | -30.39% | |
| 33 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.86% | — | -11.83% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.84% | +0.17% | -57.29% | |
| 35 | MQY | Blackrock Muniyield Quality | 株式-その他 | 0.83% | -0.15% | -12.10% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.83% | — | +16.94% | |
| 37 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.73% | +0.17% | +191.62% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.70% | — | +53.19% | |
| 39 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.69% | — | -2.32% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.61% | -0.06% | +65.80% | |
| 41 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.59% | — | +947.81% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +98.05% | |
| 43 | RTX | Rtx CORP | 株式-資本財 | 0.50% | — | — | |
| 44 | ✓ | Fiduciary/claymore Mlp Oppor | 株式-その他 | 0.50% | — | -40.92% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | -9.50% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.47% | +0.12% | +23.44% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.47% | — | -4.37% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +25.14% | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.46% | — | +55.11% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.44% | — | -83.45% |