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 | 15.42% | — | +0.15% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 11.46% | — | -3.74% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 11.12% | — | -3.89% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.36% | — | +0.28% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 5.11% | — | -2.85% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.99% | — | +46.54% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.18% | — | +9.49% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.98% | — | +0.48% | |
| 9 | VFH | Vanguard Financials ETF | ETF-その他 | 3.39% | — | -1.22% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.80% | — | +28.11% | |
| 11 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 2.51% | — | +10.18% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.09% | — | — | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.02% | — | -11.11% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.97% | — | +4.07% | |
| 15 | VOX | Vanguard Communication Servi | ETF-その他 | 1.78% | — | -11.03% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.17% | — | +75.15% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.14% | — | +1.12% | |
| 18 | RPRX | Royalty Pharma plc | 株式-ヘルスケア | 1.12% | — | +7.82% | |
| 19 | EMLP | First Trust North American E | ETF-その他 | 1.05% | — | +4.48% | |
| 20 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.94% | — | +5.29% | |
| 21 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.90% | — | +23.23% | |
| 22 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.72% | — | — | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.71% | — | -15.25% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | -5.69% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.67% | — | -1.73% | |
| 26 | BLK | BlackRock, Inc. | 株式-金融 | 0.58% | — | +14.37% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.56% | — | +1.90% | |
| 28 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.55% | — | +0.61% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | — | — | |
| 30 | NXDT | Nexpoint Diversified Real Es | 株式-その他 | 0.50% | — | +0.73% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | +8.62% | |
| 32 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.41% | — | -4.37% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.41% | — | — | |
| 34 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.40% | — | +22.96% | |
| 35 | BLW | Blackrock LTD Durat INC Tr | 株式-その他 | 0.39% | — | — | |
| 36 | MQY | Blackrock Muniyield Quality | 株式-その他 | 0.35% | — | +7.44% | |
| 37 | C | Citigroup INC | 株式-金融 | 0.33% | — | +0.69% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.33% | — | +21.16% | |
| 39 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.32% | — | +9.20% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | — | -74.70% | |
| 41 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.28% | — | — | |
| 42 | XLF | Ss Financial Select Sector | ETF-その他 | 0.26% | — | +0.05% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | — | — | |
| 44 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.22% | — | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | -31.12% | |
| 46 | TIGO | Millicom International Cellular S.A. | 株式-通信サービス | 0.21% | — | — | |
| 47 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.20% | — | +29.29% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.19% | — | -47.03% | |
| 49 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.19% | — | -27.50% | |
| 50 | ✓ | Cyberark Software LTD | 株式-その他 | 0.18% | — | — |