CIK: 0001667163
申告総資産額
$1.7億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 9.33% | — | +7.70% | |
| 2 | ✓ | Ishares Tr | 株式-その他 | 4.28% | — | +0.60% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.66% | — | +3.50% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.21% | — | +6.81% | |
| 5 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 3.04% | — | -6.26% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.99% | — | +7.88% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.70% | — | +7.83% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.53% | — | -1.01% | |
| 9 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 2.43% | — | +0.27% | |
| 10 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.38% | — | +27.30% | |
| 11 | T | At&t INC | 株式-通信サービス | 2.22% | — | +4.73% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.04% | — | +7.42% | |
| 13 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.77% | — | +2.66% | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.73% | — | -13.77% | |
| 15 | UTXZ | United Tech CORP | 株式-その他 | 1.71% | — | +9.46% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.65% | — | +5.34% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.57% | — | +128.03% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.55% | — | +38.57% | |
| 19 | EMR | Emerson Electric Co | 株式-資本財 | 1.55% | — | +12.63% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.54% | — | — | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.45% | — | +14.27% | |
| 22 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.42% | — | +3.44% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | -16.43% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.35% | — | — | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.27% | — | +12.11% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.26% | — | +14.05% | |
| 27 | ✓ | Mylan N V | 株式-その他 | 1.16% | — | +26.85% | |
| 28 | UGI | Ugi CORP | 株式-公益事業 | 1.10% | — | +2.61% | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 1.08% | — | — | |
| 30 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 1.07% | — | +15.15% | |
| 31 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.99% | — | — | |
| 32 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.98% | — | +15.16% | |
| 33 | SLB | Slb LTD | 株式-エネルギー | 0.98% | — | +8.04% | |
| 34 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.97% | — | -26.23% | |
| 35 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.95% | — | +3.56% | |
| 36 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.94% | — | +39.55% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.92% | — | +12.02% | |
| 38 | ✓ | 株式-その他 | 0.90% | — | +2.31% | ||
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | — | +122.25% | |
| 40 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.81% | — | -26.43% | |
| 41 | NGG | National Grid plc | 株式-公益事業 | 0.79% | — | — | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | — | +5.12% | |
| 43 | WY | Weyerhaeuser Co | 株式-不動産 | 0.75% | — | — | |
| 44 | OGCP | Empire State Realty Op-s60 | 株式-その他 | 0.74% | — | — | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.73% | — | +10.82% | |
| 46 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.73% | — | -20.10% | |
| 47 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.73% | — | -1.72% | |
| 48 | AMP | Ameriprise Financial INC | 株式-金融 | 0.72% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | — | -14.86% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.67% | — | -1.22% |