CIK: 0001634553
申告総資産額
$4.3億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 22.94% | — | +15.49% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 7.83% | — | +2.73% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.34% | — | -10.24% | |
| 4 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 5.04% | — | +9.93% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.98% | — | -17.18% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.75% | — | +0.93% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.38% | — | +2.32% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.32% | — | +2.07% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.07% | — | +0.68% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.99% | — | -11.30% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.30% | — | -5.61% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.16% | — | -0.11% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.90% | — | -3.47% | |
| 14 | APU | Amerigas Partners LP | 株式-その他 | 1.64% | — | -0.57% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.44% | — | — | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.38% | — | -2.73% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.26% | — | +2.22% | |
| 18 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.13% | — | — | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | — | +8.28% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.06% | — | -7.71% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.95% | — | — | |
| 22 | MO | Altria Group INC | 株式-生活必需品 | 0.93% | — | -39.60% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.91% | — | +1.67% | |
| 24 | CSQ | Calamos Strat Ttl Rtrn Fnd | 株式-その他 | 0.90% | — | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.76% | — | +13.22% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.73% | — | -14.20% | |
| 27 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.73% | — | +31.32% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.70% | — | +14.12% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.69% | — | — | |
| 30 | T | At&t INC | 株式-通信サービス | 0.62% | — | +0.13% | |
| 31 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 0.61% | — | -4.65% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | — | +5.24% | |
| 33 | FTV | Fortive CORP | 株式-IT | 0.45% | — | — | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | — | |
| 35 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 0.41% | — | — | |
| 36 | DCPUSD | Dcp Midstream LP | 株式-その他 | 0.41% | — | — | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.39% | — | +1.64% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | — | +13.37% | |
| 39 | TXN | Texas Instruments INC | 株式-IT | 0.35% | — | — | |
| 40 | AXP | American Express Co | 株式-金融 | 0.32% | — | +2.93% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.29% | — | -5.31% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.29% | — | — | |
| 43 | AEP | American Electric Power | 株式-公益事業 | 0.29% | — | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | — | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.26% | — | +12.91% | |
| 46 | UTXZ | United Tech CORP | 株式-その他 | 0.26% | — | — | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | — | — | |
| 48 | HSY | Hershey Co/the | 株式-生活必需品 | 0.26% | — | +0.07% | |
| 49 | ARCPEUR | Vereit INC | 株式-その他 | 0.25% | — | +155.87% | |
| 50 | PPG | Ppg Industries INC | 株式-素材 | 0.22% | — | — |