CIK: 0001608057
申告総資産額
$5.2億
| # | 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 | 6.53% | — | +0.12% | |
| 2 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 4.33% | — | +16.66% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.56% | — | -0.13% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.22% | — | +1.51% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.54% | -0.30% | -6.93% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.35% | +0.19% | +3.63% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.32% | +0.15% | +1.74% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.23% | +0.09% | — | |
| 9 | SUB | Ishares Short-term National | ETF-その他 | 2.11% | — | +1.65% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.93% | — | +0.63% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.69% | -0.30% | +0.66% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.66% | — | +1.39% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.65% | -0.20% | +1.65% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.55% | -0.45% | -0.24% | |
| 15 | MCI | Barings Corporate Investors | 株式-その他 | 1.54% | — | -0.13% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.42% | — | +0.49% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.26% | -0.07% | -1.97% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.20% | — | -0.34% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | -0.15% | +0.39% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | — | -0.29% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | +0.17% | — | |
| 22 | INTC | Intel CORP | 株式-IT | 1.06% | — | -0.47% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.00% | — | +0.80% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | — | +0.17% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | — | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.91% | — | -0.18% | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 0.91% | — | — | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.90% | — | -0.45% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.86% | — | +7.23% | |
| 30 | HY | Hyster-yale INC | 株式-その他 | 0.86% | +0.25% | — | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | — | -0.39% | |
| 32 | WY | Weyerhaeuser Co | 株式-不動産 | 0.85% | — | +4.70% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.83% | +0.14% | +4.47% | |
| 34 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.80% | — | — | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.80% | -0.09% | -0.45% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | -0.14% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.76% | — | +0.82% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | -0.82% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.72% | — | +12.61% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.69% | — | — | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | -1.65% | |
| 42 | INDY | Ishares India 50 ETF | ETF-その他 | 0.68% | — | — | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | +0.23% | |
| 44 | KKR | Kkr & Co INC | 株式-金融 | 0.64% | — | +0.11% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.64% | — | -0.52% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.64% | — | -0.22% | |
| 47 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.63% | — | -7.33% | |
| 48 | ADSK | Autodesk INC | 株式-IT | 0.62% | -0.08% | — | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.60% | — | +1.33% | |
| 50 | SYY | Sysco CORP | 株式-生活必需品 | 0.60% | — | — |