CIK: 0001729094
申告総資産額
$9.8億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.27% | -2.14% | +16.66% | |
| 2 | DISCKUSD | Discovery Inc-c | 株式-その他 | 7.94% | — | -4.34% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.11% | -0.48% | +3.12% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.78% | — | +114.09% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 5.69% | — | -8.82% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.25% | — | -2.16% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.54% | -0.14% | +0.70% | |
| 8 | DY | Dycom Industries INC | 株式-資本財 | 2.51% | +0.07% | +1.03% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.15% | — | -5.26% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.08% | +1.83% | +24.41% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.90% | -0.15% | -0.42% | |
| 12 | SSP | Ew Scripps Co/the-a | 株式-その他 | 1.61% | — | -0.19% | |
| 13 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.57% | -0.33% | -1.18% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.03% | — | +25.06% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.99% | — | +11.83% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.97% | — | — | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.97% | — | +399.88% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.94% | — | — | |
| 19 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.93% | — | — | |
| 20 | IDV | Ishares International Select | ETF-その他 | 0.93% | — | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.87% | — | — | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | — | +83.67% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.78% | +0.05% | — | |
| 24 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.78% | — | — | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.77% | — | — | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.71% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | — | +140.99% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.16% | +154.67% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | — | +15.23% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.62% | — | +677.43% | |
| 31 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.61% | +0.38% | -1.34% | |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.59% | — | — | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.56% | — | +25.83% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.55% | — | — | |
| 35 | T | At&t INC | 株式-通信サービス | 0.50% | — | +259.38% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | +0.11% | +181.17% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.48% | -0.52% | +65.26% | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.47% | — | — | |
| 39 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.46% | — | — | |
| 40 | IP | International Paper Co | 株式-一般消費財 | 0.45% | — | — | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.45% | — | +461.15% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.43% | — | +0.85% | |
| 43 | FVC | First Trust Dorsey Wright Dy | ETF-その他 | 0.43% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | -0.11% | -31.43% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.42% | — | +0.46% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | +129.81% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | +87.97% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | — | +18.12% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | — | — | |
| 50 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.38% | — | -6.62% |