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 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 14.43% | — | -41.69% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 9.28% | — | -36.75% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 8.02% | — | -24.18% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.28% | — | -34.78% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 5.12% | — | -36.08% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.74% | — | -35.03% | |
| 7 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 4.22% | — | -13.35% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.39% | — | -42.71% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.57% | — | -38.55% | |
| 10 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 2.28% | — | -35.93% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.17% | — | -42.23% | |
| 12 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 2.10% | — | -47.40% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.05% | — | -38.57% | |
| 14 | VFH | Vanguard Financials ETF | ETF-その他 | 1.99% | — | -42.26% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.87% | — | -40.40% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.76% | — | +682.59% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.01% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | — | — | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | — | -20.57% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.84% | — | -62.20% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.80% | — | — | |
| 22 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.79% | — | -16.19% | |
| 23 | KKR | Kkr & Co INC | 株式-金融 | 0.77% | — | — | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.76% | — | -11.76% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | -16.81% | |
| 26 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.75% | — | +35.94% | |
| 27 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.70% | — | -24.67% | |
| 28 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.69% | — | -25.37% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | -9.43% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | — | -17.47% | |
| 31 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.65% | — | -25.91% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.65% | — | — | |
| 33 | PAYX | Paychex INC | 株式-IT | 0.63% | — | -19.26% | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.63% | — | -17.36% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.63% | — | -18.84% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.62% | — | -12.82% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | -16.62% | |
| 38 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.60% | — | -11.91% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.60% | — | -18.74% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.59% | — | -0.25% | |
| 41 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.59% | — | -9.29% | |
| 42 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.58% | — | -79.39% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.57% | — | -16.00% | |
| 44 | NXDT | Nexpoint Diversified Real Es | 株式-その他 | 0.57% | — | +13.18% | |
| 45 | TELFY | Telefonica Sa-spon Adr | 株式-その他 | 0.50% | — | -14.38% | |
| 46 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.49% | — | -10.99% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.49% | — | -70.38% | |
| 48 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.48% | — | -15.77% | |
| 49 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.48% | — | -12.10% | |
| 50 | ✓ | Blackrock Muniyield Invst Fd | 株式-その他 | 0.45% | — | +0.05% |