CIK: 0001757617
申告総資産額
$18.1億
| # | 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 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 6.03% | +0.51% | +8.24% | |
| 2 | FHLC | Fidelity Msci Health Care | ETF-その他 | 4.29% | -0.21% | +6.49% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.17% | -0.37% | +8.26% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.10% | -0.12% | +31.82% | |
| 5 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 3.81% | — | +9.05% | |
| 6 | ✓ | Pluralsight INC | 株式-その他 | 3.72% | — | — | |
| 7 | VOX | Vanguard Communication Servi | ETF-その他 | 3.49% | -0.08% | +16.77% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.31% | -0.22% | +4.82% | |
| 9 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 3.25% | — | +2.31% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.22% | -0.26% | -7.16% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.18% | +0.03% | +4.24% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.10% | — | +0.36% | |
| 13 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.75% | — | +7.52% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.65% | — | +78.64% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.54% | -0.24% | -26.50% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.37% | +0.39% | -0.43% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.36% | +0.06% | +59.95% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.23% | +0.02% | +48.45% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.22% | -0.11% | +10.38% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.62% | — | +14.70% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.46% | +0.05% | +17.70% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.37% | — | +7.62% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 1.16% | — | +8.57% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.15% | — | +41.46% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.10% | -0.08% | +37.79% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | — | +738.88% | |
| 27 | VFH | Vanguard Financials ETF | ETF-その他 | 1.03% | — | +5.62% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.92% | — | +20.72% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | — | -0.25% | |
| 30 | XLB | Ss Materials Select Sector | ETF-その他 | 0.83% | — | +3.36% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.81% | +0.02% | +11.53% | |
| 32 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.80% | — | +6.14% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.74% | +0.03% | +6.68% | |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.73% | -0.18% | — | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.69% | — | -0.16% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.61% | — | -5.46% | |
| 37 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.58% | — | +8.11% | |
| 38 | BANF | Bancfirst CORP | 株式-その他 | 0.57% | — | — | |
| 39 | RHP | Ryman Hospitality Properties | 株式-不動産 | 0.52% | -0.09% | — | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.50% | — | +220.27% | |
| 41 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.47% | — | — | |
| 42 | RTN1USD | Raytheon Company | 株式-その他 | 0.44% | — | +2.14% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | — | -1.18% | |
| 44 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.42% | — | +122.26% | |
| 45 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.37% | — | +3.61% | |
| 46 | C | Citigroup INC | 株式-金融 | 0.30% | — | -19.66% | |
| 47 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.30% | -0.12% | — | |
| 48 | OKE | Oneok INC | 株式-エネルギー | 0.29% | — | — | |
| 49 | VDE | Vanguard Energy ETF | ETF-その他 | 0.29% | — | +21.23% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | — | -2.59% |