CIK: 0001672829
申告総資産額
$1.7億
| # | 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 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 14.43% | — | +2.24% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 12.77% | — | -0.58% | |
| 3 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 9.55% | — | -1.89% | |
| 4 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 5.03% | — | +2.04% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.99% | — | +0.77% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.81% | — | +39.14% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.48% | — | +7.49% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.15% | — | +5.83% | |
| 9 | EWU | Ishares Msci United Kingdom | ETF-その他 | 3.90% | — | +3.15% | |
| 10 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.28% | — | +97.86% | |
| 11 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 2.17% | — | +4.28% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.14% | — | +4.61% | |
| 13 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 2.01% | — | -1.65% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.97% | — | +2.48% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.82% | — | +4.92% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.35% | — | +30.45% | |
| 17 | XLF | Ss Financial Select Sector | ETF-その他 | 1.20% | — | +20.20% | |
| 18 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 1.18% | — | +1.32% | |
| 19 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.13% | — | -5.76% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.06% | — | — | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.93% | — | — | |
| 22 | VFH | Vanguard Financials ETF | ETF-その他 | 0.72% | — | +8.69% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +43.15% | |
| 24 | ✓ | Blackrock Muniyield Invst Fd | 株式-その他 | 0.61% | — | +11.49% | |
| 25 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.60% | — | +19.97% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.59% | — | — | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.55% | — | +47.36% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +3.74% | |
| 29 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.53% | — | +44.67% | |
| 30 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.53% | — | — | |
| 31 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.49% | — | — | |
| 32 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.48% | — | +4.48% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | — | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | +65.26% | |
| 35 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.42% | — | +5.07% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.42% | — | — | |
| 37 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.42% | — | +5.29% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | — | +4.76% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.41% | — | — | |
| 40 | T | At&t INC | 株式-通信サービス | 0.41% | — | +5.00% | |
| 41 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.41% | — | +32.75% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | — | — | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.40% | — | +64.37% | |
| 44 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.40% | — | +5.78% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | +5.59% | |
| 46 | TELFY | Telefonica Sa-spon Adr | 株式-その他 | 0.37% | — | — | |
| 47 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.37% | — | — | |
| 48 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.37% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.37% | — | +2.69% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.33% | — | — |