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 | 13.24% | — | -4.71% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 12.61% | — | -3.66% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 8.93% | — | -7.55% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.96% | — | -5.05% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 4.84% | — | -4.60% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.23% | — | -4.13% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.95% | — | -2.52% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.92% | — | -2.78% | |
| 9 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 3.70% | — | +3.16% | |
| 10 | VFH | Vanguard Financials ETF | ETF-その他 | 2.34% | — | -6.23% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.00% | — | -10.16% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.86% | — | -8.17% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.74% | — | -6.27% | |
| 14 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 1.74% | — | -6.52% | |
| 15 | SH1USD | Proshares Short S&p500 | ETF-その他 | 1.36% | — | — | |
| 16 | NXDT | Nexpoint Diversified Real Es | 株式-その他 | 1.14% | — | — | |
| 17 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.94% | — | +14.65% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | — | — | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | — | -0.81% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.87% | — | +12.94% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | — | |
| 22 | BX | Blackstone INC | 株式-金融 | 0.86% | — | -1.45% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.86% | — | +25.91% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.82% | — | -0.88% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | -1.22% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | -1.98% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.74% | — | -0.83% | |
| 28 | MQY | Blackrock Muniyield Quality | 株式-その他 | 0.72% | — | — | |
| 29 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.72% | — | -0.95% | |
| 30 | PAYX | Paychex INC | 株式-IT | 0.72% | — | -1.25% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | -1.27% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | -1.11% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.69% | — | -1.02% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | -1.59% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | -1.08% | |
| 36 | CBRL | Cracker Barrel Old Country | 株式-その他 | 0.65% | — | -1.20% | |
| 37 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.64% | — | -1.13% | |
| 38 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.62% | — | -0.65% | |
| 39 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.60% | — | -1.15% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | — | -0.90% | |
| 41 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.59% | — | -1.18% | |
| 42 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.57% | — | +8.25% | |
| 43 | TELFY | Telefonica Sa-spon Adr | 株式-その他 | 0.55% | — | -0.86% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.53% | — | — | |
| 45 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.53% | — | — | |
| 46 | DOC | Healthpeak Properties INC | 株式-不動産 | 0.51% | — | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.48% | — | -17.44% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | +161.43% | |
| 49 | BLK | BlackRock, Inc. | 株式-金融 | 0.43% | — | — | |
| 50 | ✓ | Blackrock Muniyield Invst Fd | 株式-その他 | 0.43% | — | +35.70% |