CIK: 0001598550
申告総資産額
$4.5億
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 13.49% | -0.28% | -1.84% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.55% | -1.20% | +4.43% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.16% | +0.16% | +13.79% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.12% | — | -6.88% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 4.63% | — | -3.83% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.69% | — | -9.94% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.86% | -0.09% | -8.81% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.85% | -0.22% | +30.93% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.78% | -0.24% | -8.28% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.63% | — | -8.96% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.61% | — | -7.65% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.48% | -0.26% | -15.65% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.12% | +23.61% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.16% | — | -17.24% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.10% | -0.18% | -2.95% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.95% | — | -14.34% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.28% | -1.83% | |
| 18 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.89% | — | -11.42% | |
| 19 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.86% | +0.06% | -6.44% | |
| 20 | HYI | Western Asset High Yield Opp | 株式-その他 | 0.78% | — | +3.29% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.78% | — | -14.86% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.76% | — | -13.62% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | — | -8.80% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.73% | +0.07% | -34.64% | |
| 25 | DAL | Delta Air Lines INC | 株式-資本財 | 0.73% | — | -19.12% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.67% | — | -10.61% | |
| 27 | C | Citigroup INC | 株式-金融 | 0.66% | — | +7.51% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -13.76% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | +0.31% | -15.46% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | -0.08% | -1.32% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.62% | — | -2.38% | |
| 32 | JPC | Nuveen Prefered & Income Opp | 株式-その他 | 0.62% | — | -2.45% | |
| 33 | DSL | Doubleline Income Solutions | 株式-その他 | 0.62% | — | -9.88% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.62% | — | -16.45% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.61% | — | -1.92% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | +0.19% | -20.84% | |
| 37 | BX | Blackstone INC | 株式-金融 | 0.58% | +0.15% | -40.37% | |
| 38 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 0.58% | — | -5.44% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | -0.14% | +7.27% | |
| 40 | BIT | Blackrock Multi-sector INC | 株式-その他 | 0.55% | — | -1.59% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | -0.42% | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | +0.19% | -19.69% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +3.85% | |
| 44 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.50% | — | -6.09% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | -6.35% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | — | |
| 47 | XJPIX | Nuveen Preferred Securities | 株式-その他 | 0.46% | — | — | |
| 48 | LRCXEUR | Lam Research CORP | 株式-IT | 0.46% | — | -11.36% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.46% | — | -1.70% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | — | -2.47% |