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 | 12.77% | — | -0.96% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 11.68% | — | +0.59% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 9.92% | — | +21.01% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.60% | — | +1.64% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 4.28% | — | +2.36% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.68% | — | +1.43% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.65% | — | +0.74% | |
| 8 | RPRX | Royalty Pharma plc | 株式-ヘルスケア | 3.18% | — | +1.80% | |
| 9 | VFH | Vanguard Financials ETF | ETF-その他 | 3.16% | — | -0.41% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.51% | — | -0.85% | |
| 11 | VOX | Vanguard Communication Servi | ETF-その他 | 2.34% | — | +87.24% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.04% | — | -27.22% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.96% | — | +1.15% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.94% | — | -0.89% | |
| 15 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 1.83% | — | +7.88% | |
| 16 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.53% | — | +80.90% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | — | +0.41% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.07% | — | +2.28% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.97% | — | — | |
| 20 | NXDT | Nexpoint Diversified Real Es | 株式-その他 | 0.96% | — | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.84% | — | — | |
| 22 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.77% | — | — | |
| 23 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.73% | — | -1.67% | |
| 24 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.70% | — | -20.63% | |
| 25 | EMLP | First Trust North American E | ETF-その他 | 0.68% | — | -35.26% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | -21.94% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.60% | — | -1.12% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | +1905.73% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | — | -12.72% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | -12.72% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.53% | — | +0.45% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.53% | — | — | |
| 33 | C | Citigroup INC | 株式-金融 | 0.52% | — | -1.00% | |
| 34 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.49% | — | — | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | — | +4.58% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | -22.02% | |
| 37 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.48% | — | +39.60% | |
| 38 | VBF | Invesco Bond Fund | 株式-その他 | 0.48% | — | — | |
| 39 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.47% | — | -19.66% | |
| 40 | MQY | Blackrock Muniyield Quality | 株式-その他 | 0.47% | — | — | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | -20.28% | |
| 42 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.40% | — | — | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | — | -27.95% | |
| 44 | BLW | Blackrock LTD Durat INC Tr | 株式-その他 | 0.40% | — | — | |
| 45 | PAYX | Paychex INC | 株式-IT | 0.39% | — | — | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.37% | — | -16.83% | |
| 47 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.37% | — | — | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | — | -23.71% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | -22.75% | |
| 50 | TELFY | Telefonica Sa-spon Adr | 株式-その他 | 0.36% | — | -25.15% |