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 | 13.32% | — | -4.34% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 12.83% | — | -2.03% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 9.22% | — | -2.50% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.15% | — | -6.32% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 5.09% | — | -2.54% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.30% | — | -6.39% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.12% | — | -11.06% | |
| 8 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 4.01% | — | -1.07% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.83% | — | -3.14% | |
| 10 | VFH | Vanguard Financials ETF | ETF-その他 | 2.41% | — | -2.58% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.06% | — | -5.38% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.96% | — | +0.12% | |
| 13 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 1.88% | — | -3.55% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.87% | — | -2.38% | |
| 15 | NXDT | Nexpoint Diversified Real Es | 株式-その他 | 1.21% | — | -4.14% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 0.95% | — | +6.51% | |
| 17 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.87% | — | -4.20% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | — | +14.58% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.81% | — | — | |
| 21 | BX | Blackstone INC | 株式-金融 | 0.80% | — | — | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.80% | — | +14.12% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.79% | — | +4.39% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | -8.89% | |
| 25 | MQY | Blackrock Muniyield Quality | 株式-その他 | 0.76% | — | — | |
| 26 | T | At&t INC | 株式-通信サービス | 0.75% | — | +3.95% | |
| 27 | PAYX | Paychex INC | 株式-IT | 0.74% | — | +14.09% | |
| 28 | CBRL | Cracker Barrel Old Country | 株式-その他 | 0.73% | — | +13.37% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | — | +13.22% | |
| 30 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.69% | — | +2.91% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.69% | — | +6.21% | |
| 32 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.69% | — | +7.39% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.68% | — | +7.67% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | +3.74% | |
| 35 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.66% | — | +6.92% | |
| 36 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.65% | — | +12.11% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | — | +9.58% | |
| 38 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.63% | — | +13.67% | |
| 39 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.63% | — | +14.64% | |
| 40 | TELFY | Telefonica Sa-spon Adr | 株式-その他 | 0.62% | — | +14.92% | |
| 41 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.59% | — | +0.46% | |
| 42 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.56% | — | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | — | -47.24% | |
| 44 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.56% | — | -22.98% | |
| 45 | AAPL | Apple INC | 株式-IT | 0.54% | — | -47.63% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.54% | — | — | |
| 47 | BLK | BlackRock, Inc. | 株式-金融 | 0.45% | — | — | |
| 48 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.42% | — | +11.49% | |
| 49 | XLF | Ss Financial Select Sector | ETF-その他 | 0.42% | — | — | |
| 50 | ✓ | Blackrock Muniyield Invst Fd | 株式-その他 | 0.34% | — | -31.55% |