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 | 14.01% | — | +3.50% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 11.34% | — | +26.40% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 8.12% | — | +11.66% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.13% | — | +6.46% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 5.10% | — | +8.56% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.42% | — | +5.83% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.08% | — | +19.81% | |
| 8 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 3.90% | — | +4.45% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.78% | — | +25.19% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.10% | — | +5.84% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.10% | — | +7.80% | |
| 12 | VFH | Vanguard Financials ETF | ETF-その他 | 2.04% | — | +9.94% | |
| 13 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 2.04% | — | -0.16% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.89% | — | +0.45% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | — | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.98% | — | +4.04% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | — | +0.77% | |
| 18 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.97% | — | +25.13% | |
| 19 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.89% | — | -56.97% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.87% | — | +12.62% | |
| 21 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.83% | — | +1.82% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.83% | — | +1.90% | |
| 23 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.83% | — | +9.12% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | +0.02% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | — | +2.06% | |
| 26 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.70% | — | — | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 0.69% | — | -3.40% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.69% | — | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | — | +0.30% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +1.44% | |
| 31 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.64% | — | +2.38% | |
| 32 | MQY | Blackrock Muniyield Quality | 株式-その他 | 0.63% | — | +80.13% | |
| 33 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.62% | — | +2.47% | |
| 34 | PAYX | Paychex INC | 株式-IT | 0.62% | — | +2.47% | |
| 35 | TELFY | Telefonica Sa-spon Adr | 株式-その他 | 0.62% | — | +2.51% | |
| 36 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.61% | — | +2.44% | |
| 37 | KKR | Kkr & Co INC | 株式-金融 | 0.60% | — | — | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.59% | — | +2.67% | |
| 39 | NXDT | Nexpoint Diversified Real Es | 株式-その他 | 0.59% | — | +7.07% | |
| 40 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.58% | — | +11.95% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.57% | — | +2.71% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.56% | — | +2.74% | |
| 43 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.55% | — | — | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.52% | — | +2.95% | |
| 45 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.49% | — | +3.11% | |
| 46 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.47% | — | +17.09% | |
| 47 | AAPL | Apple INC | 株式-IT | 0.45% | — | — | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.44% | — | — | |
| 49 | ✓ | Blackrock Muniyield Invst Fd | 株式-その他 | 0.43% | — | +0.05% | |
| 50 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.42% | — | +3.71% |