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 | 12.20% | -0.28% | +4.03% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 11.80% | -1.20% | +8.00% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.08% | +0.16% | +16.71% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.45% | — | -1.29% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 3.24% | — | -1.03% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.71% | — | +99.64% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.34% | — | -0.21% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.32% | -0.22% | +5.02% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.04% | -0.09% | +250.04% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.68% | -0.12% | +5.37% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.52% | — | +10.39% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.50% | -0.24% | -4.88% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.45% | — | -0.78% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.27% | -0.18% | +4.64% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.17% | -0.26% | +1.44% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.09% | — | +6.14% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.06% | +0.19% | +37.96% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.93% | — | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.28% | +1.12% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.79% | — | -0.14% | |
| 21 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.73% | — | -0.50% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.69% | — | -2.92% | |
| 23 | HYI | Western Asset High Yield Opp | 株式-その他 | 0.66% | — | +2.24% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.63% | +0.07% | -0.45% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | -0.14% | -2.09% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | +0.15% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | +0.31% | +5.05% | |
| 28 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.56% | — | +1.10% | |
| 29 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.56% | — | -0.84% | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.55% | — | -23.48% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.55% | +0.15% | +2.13% | |
| 32 | DAL | Delta Air Lines INC | 株式-資本財 | 0.55% | — | -0.06% | |
| 33 | C | Citigroup INC | 株式-金融 | 0.53% | — | +1.90% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | +1.41% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | -0.08% | +0.26% | |
| 36 | BIT | Blackrock Multi-sector INC | 株式-その他 | 0.52% | — | +0.44% | |
| 37 | DSL | Doubleline Income Solutions | 株式-その他 | 0.52% | — | — | |
| 38 | T | At&t INC | 株式-通信サービス | 0.51% | — | -0.96% | |
| 39 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.51% | — | +0.09% | |
| 40 | JPC | Nuveen Prefered & Income Opp | 株式-その他 | 0.51% | — | -0.37% | |
| 41 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.50% | — | +1.59% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | -2.80% | |
| 43 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 0.48% | — | -0.11% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.47% | — | -2.23% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.47% | +0.06% | -7.97% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | — | +0.37% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.44% | — | +7.61% | |
| 48 | LRCXEUR | Lam Research CORP | 株式-IT | 0.44% | — | — | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.43% | +0.19% | -0.17% | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.43% | — | +0.81% |