CIK: 0001727342
申告総資産額
$4.1億
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 11.02% | -0.05% | +0.31% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.99% | — | +18.29% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.31% | -0.28% | +4.58% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.69% | — | +6.68% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.25% | — | +8.69% | |
| 6 | MBB | Ishares Mbs ETF | ETF-その他 | 2.90% | — | +6.00% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.77% | -0.35% | +16.73% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.69% | -0.10% | +2.94% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.60% | +0.16% | +2.34% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.44% | — | -8.14% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.42% | — | -7.41% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.41% | — | +5.15% | |
| 13 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 2.27% | — | +2.89% | |
| 14 | BAC 7.25 PERP L | Bank Of America CORP | 株式-金融 | 2.02% | — | +7.32% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.91% | — | -7.80% | |
| 16 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 1.86% | — | +8.35% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.70% | +0.17% | -4.07% | |
| 18 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 1.69% | — | -1.80% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.48% | +0.60% | +2.83% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.38% | +0.40% | -5.45% | |
| 21 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.38% | — | -4.48% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.33% | +0.07% | -8.95% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.26% | -0.33% | +19.82% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | +0.06% | +44.38% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.20% | +0.10% | -7.82% | |
| 26 | GD | General Dynamics CORP | 株式-資本財 | 1.11% | — | +6.84% | |
| 27 | GM | General Motors Co | 株式-一般消費財 | 1.09% | — | +19.82% | |
| 28 | HPQ | Hp INC | 株式-IT | 1.06% | — | +9.62% | |
| 29 | PHM | Pultegroup INC | 株式-一般消費財 | 1.05% | +0.17% | +20.28% | |
| 30 | PCAR | Paccar INC | 株式-資本財 | 1.03% | -0.04% | +8.20% | |
| 31 | ✓ | 株式-その他 | 1.02% | — | +5.63% | ||
| 32 | LEA | Lear CORP | 株式-一般消費財 | 0.99% | — | +25.59% | |
| 33 | DCMYY | Ntt Docomo Inc-spon Adr | 株式-その他 | 0.97% | — | +21.49% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.91% | — | -14.17% | |
| 35 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.90% | -0.28% | +13.65% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.88% | — | +8.50% | |
| 37 | ✓ | Stewardship Finl CORP | 株式-その他 | 0.83% | — | +0.52% | |
| 38 | LAZ | Lazard, Inc. | 株式-金融 | 0.82% | — | +5.72% | |
| 39 | PPC | Pilgrim's Pride CORP | 株式-生活必需品 | 0.81% | — | +21.32% | |
| 40 | XRXCHF | Xerox CORP | 株式-その他 | 0.80% | — | +16.21% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.78% | +0.13% | +58.31% | |
| 42 | VLO | Valero Energy CORP | 株式-エネルギー | 0.77% | -0.07% | +12.18% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.71% | +0.40% | +8.05% | |
| 44 | KEYS | Keysight Technologies In | 株式-IT | 0.71% | — | +35.42% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | — | +24.36% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.68% | — | -13.94% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.67% | — | -13.02% | |
| 48 | AXP | American Express Company | 株式-金融 | 0.67% | — | +16.60% | |
| 49 | TXT | Textron INC | 株式-資本財 | 0.64% | — | +13.27% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.59% | — | -18.19% |