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 | 12.00% | — | +12.99% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 10.12% | — | +6.67% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 9.30% | — | +158.29% | |
| 4 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 6.72% | — | -4.36% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 5.38% | — | +45.43% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.21% | — | +42.64% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.60% | — | +40.83% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.47% | — | +45.96% | |
| 9 | EWU | Ishares Msci United Kingdom | ETF-その他 | 3.10% | — | +7.27% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.30% | — | +46.83% | |
| 11 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.26% | — | +47.38% | |
| 12 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 2.26% | — | +45.70% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.06% | — | +48.44% | |
| 14 | VFH | Vanguard Financials ETF | ETF-その他 | 2.01% | — | +279.21% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.97% | — | +31.97% | |
| 16 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.68% | — | +124.84% | |
| 17 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 1.58% | — | +8.43% | |
| 18 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.27% | — | — | |
| 19 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 1.26% | — | +45.41% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.91% | — | -4.14% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 0.85% | — | -4.04% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.71% | — | +58.91% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | — | +66.84% | |
| 24 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.67% | — | — | |
| 25 | T | At&t INC | 株式-通信サービス | 0.61% | — | +99.47% | |
| 26 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.60% | — | +43.17% | |
| 27 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.60% | — | +106.40% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.60% | — | +84.45% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.58% | — | +96.88% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | -26.39% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | +73.94% | |
| 32 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.57% | — | +69.17% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | +99.83% | |
| 34 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.55% | — | +96.34% | |
| 35 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.55% | — | +83.94% | |
| 36 | KKR | KKR & Co. Inc. | 株式-金融 | 0.54% | — | +110.30% | |
| 37 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.54% | — | +154.00% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | +91.13% | |
| 39 | TELFY | Telefonica Sa-spon Adr | 株式-その他 | 0.53% | — | +93.70% | |
| 40 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.50% | — | +77.90% | |
| 41 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.48% | — | +109.35% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | +3.21% | |
| 43 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.48% | — | +121.50% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.44% | — | +63.62% | |
| 45 | PAYX | Paychex INC | 株式-IT | 0.43% | — | +159.35% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.43% | — | +43.28% | |
| 47 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.43% | — | +23.44% | |
| 48 | ✓ | Blackrock Muniyield Invst Fd | 株式-その他 | 0.42% | — | +0.03% | |
| 49 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.38% | — | — | |
| 50 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.37% | — | -13.64% |