CIK: 0001731497
申告総資産額
$7.4億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 16.72% | +0.77% | -1.01% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 14.37% | -0.78% | +5.01% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 8.79% | — | -0.08% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.87% | -1.84% | +55.42% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.59% | — | +0.97% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.25% | +0.03% | -1.17% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 5.57% | — | +1.59% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.56% | — | -0.20% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.90% | +0.27% | +54.93% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.31% | — | +14.64% | |
| 11 | IDV | Ishares International Select | ETF-その他 | 2.17% | — | -3.42% | |
| 12 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 2.13% | — | -2.70% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.13% | — | -10.53% | |
| 14 | MBB | Ishares Mbs ETF | ETF-その他 | 1.64% | — | -5.76% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.56% | -0.01% | +62.27% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.07% | -0.18% | +5.74% | |
| 17 | SYY | Sysco CORP | 株式-生活必需品 | 0.92% | — | +0.80% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.91% | — | +327.23% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.74% | — | +5.59% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.71% | — | -1.64% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | +0.12% | +5.78% | |
| 22 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.67% | +0.02% | -2.19% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.62% | — | +70.02% | |
| 24 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.52% | — | +8.07% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.19% | -4.40% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.49% | — | +13.71% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.48% | — | -4.17% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | — | -1.01% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 0.39% | +0.02% | -3.29% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | -0.09% | +11.03% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.05% | -6.87% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | +0.02% | — | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.30% | — | -4.94% | |
| 34 | FIS | Fidelity National Info Serv | 株式-IT | 0.29% | — | +0.30% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.28% | — | -16.03% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | — | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | -0.04% | +8.02% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | — | +7.68% | |
| 39 | ✓ | 株式-その他 | 0.26% | — | — | ||
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | — | — | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | +0.02% | +9.85% | |
| 42 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.23% | — | +0.52% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.22% | — | -2.81% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | -1.94% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.21% | — | -13.97% | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.21% | — | +0.08% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | -0.03% | EXIT | |
| 48 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.18% | — | -46.51% | |
| 49 | FISV | Fiserv INC | 株式-その他 | 0.16% | -0.03% | -12.27% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.16% | — | +1.68% |