CIK: 0001731927
申告総資産額
$4.0億
| # | 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 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 3.40% | -0.66% | +25.82% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.10% | +0.08% | +6.26% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.74% | — | -7.84% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.62% | — | -34.57% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.52% | — | -10.47% | |
| 6 | CALI | Ishrs Sh-trm Ca Muni Act ETF | ETF-その他 | 2.44% | -0.06% | -0.68% | |
| 7 | SUB | Ishares Short-term National | ETF-その他 | 2.44% | — | -7.05% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.26% | +0.12% | -4.33% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.10% | +0.01% | +25.57% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.03% | — | +22.90% | |
| 11 | IDVO | Amplify Cwp Intl Enh Dvd INC | ETF-その他 | 1.94% | -0.10% | +8.57% | |
| 12 | CRBU | Caribou Biosciences INC | 株式-その他 | 1.76% | — | -6.81% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.55% | +0.08% | +28.23% | |
| 14 | CMF | Ishares California Muni Bond | ETF-その他 | 1.54% | — | +3.81% | |
| 15 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.52% | — | -4.73% | |
| 16 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 1.51% | — | +14.45% | |
| 17 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 1.50% | +0.09% | +4.94% | |
| 18 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.50% | — | -2.50% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.46% | -0.71% | -1.16% | |
| 20 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 1.42% | — | +2.33% | |
| 21 | MLN | Vaneck Long Muni ETF | ETF-その他 | 1.39% | — | +0.97% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.38% | +0.16% | -1.46% | |
| 23 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 1.37% | — | -5.73% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.36% | — | -2.31% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.31% | — | +3.45% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | +0.09% | -0.46% | |
| 27 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.27% | — | +2.14% | |
| 28 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.25% | — | +2.16% | |
| 29 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 1.23% | -0.38% | +37.62% | |
| 30 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 1.20% | — | +0.94% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.19% | +0.18% | +18.80% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 1.18% | — | -1.16% | |
| 33 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.18% | — | +12.97% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.17% | +0.04% | +10.27% | |
| 35 | POCT | Innovator U.s. Equity Power | ETF-その他 | 1.17% | — | +1.35% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 1.12% | — | +52.54% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.08% | — | +3.58% | |
| 38 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.06% | +0.08% | +104.84% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | — | -0.61% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.02% | -0.36% | -0.72% | |
| 41 | NDIV | Amp Egy&nat Re Cov Cal-usdin | ETF-その他 | 1.02% | — | -13.36% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 1.00% | +0.09% | +63.82% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.94% | — | +1.05% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | +0.16% | -1.04% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | +0.04% | -1.05% | |
| 46 | LOUP | Innovator Deepwater Frontier | ETF-その他 | 0.83% | +0.67% | +220.67% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.82% | — | +7.73% | |
| 48 | PIO | Invesco Global Water ETF | ETF-その他 | 0.82% | — | +13.09% | |
| 49 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 0.80% | +0.01% | -11.54% | |
| 50 | DHR | Danaher CORP | 株式-ヘルスケア | 0.78% | — | -3.17% |