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 | 10.40% | -0.05% | +3.72% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 6.33% | — | +11.49% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.19% | -0.28% | +4.10% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.60% | — | +6.21% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.81% | — | -4.89% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.26% | +0.13% | +310.14% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.93% | -0.35% | +13.16% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.77% | +0.40% | +106.79% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.65% | +0.16% | -2.25% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.53% | — | +11.03% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.46% | -0.10% | +2.63% | |
| 12 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 2.25% | — | +7.62% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.23% | — | -2.86% | |
| 14 | BAC 7.25 PERP L | Bank Of America CORP | 株式-金融 | 2.08% | — | +12.41% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.07% | — | -17.43% | |
| 16 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 2.01% | — | +14.84% | |
| 17 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.70% | — | -13.24% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.57% | +0.17% | +3.90% | |
| 19 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 1.50% | — | +0.65% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.42% | +0.60% | +0.96% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.34% | +0.10% | +12.64% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | +0.06% | +15.76% | |
| 23 | MBB | Ishares Mbs ETF | ETF-その他 | 1.26% | — | -54.01% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.24% | +0.07% | -3.99% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.23% | — | -5.01% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.23% | -0.33% | +6.92% | |
| 27 | GM | General Motors Co | 株式-一般消費財 | 1.13% | — | +0.73% | |
| 28 | ✓ | 株式-その他 | 1.09% | — | +7.54% | ||
| 29 | HPQ | Hp INC | 株式-IT | 1.08% | — | +3.73% | |
| 30 | PHM | Pultegroup INC | 株式-一般消費財 | 1.04% | +0.17% | +6.68% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.99% | — | +10.33% | |
| 32 | PCAR | Paccar INC | 株式-資本財 | 0.99% | -0.04% | +8.49% | |
| 33 | GD | General Dynamics CORP | 株式-資本財 | 0.96% | — | +8.54% | |
| 34 | LEA | Lear CORP | 株式-一般消費財 | 0.94% | — | +0.37% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | — | +20.97% | |
| 36 | VLO | Valero Energy CORP | 株式-エネルギー | 0.89% | -0.07% | +1.33% | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.88% | -0.28% | +10.00% | |
| 38 | AXP | American Express Company | 株式-金融 | 0.83% | — | +17.81% | |
| 39 | ✓ | Stewardship Finl CORP | 株式-その他 | 0.83% | — | — | |
| 40 | LAZ | Lazard, Inc. | 株式-金融 | 0.80% | — | +10.98% | |
| 41 | KEYS | Keysight Technologies In | 株式-IT | 0.79% | — | +4.83% | |
| 42 | ✓ | Taro Pharmaceutical Inds LTD | 株式-その他 | 0.74% | — | +15.45% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.73% | +0.40% | +6.90% | |
| 44 | PPC | Pilgrim's Pride CORP | 株式-生活必需品 | 0.73% | — | +15.67% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.71% | — | -21.04% | |
| 46 | XRXCHF | Xerox CORP | 株式-その他 | 0.68% | — | +7.96% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.63% | — | -5.71% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | — | +5.93% | |
| 49 | TXT | Textron INC | 株式-資本財 | 0.58% | — | -14.02% | |
| 50 | HUM | Humana INC | 株式-ヘルスケア | 0.56% | — | +79.80% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +2.5% | +310.14% | 増加 |
| 2 | IJK | Ishares S&p Mid-cap 400 Grow | +1.4% | +106.79% | 増加 |
| 3 | FLOT | Ishares Floating Rate Bond E | +0.3% | +11.49% | 増加 |
| 4 | HUM | Humana INC | +0.3% | +79.80% | 増加 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +20.97% | 増加 |
| 6 | BOND | Pimco Active Bond Exchange-t | +0.2% | +13.16% | 増加 |
| 7 | AXP | American Express Company | +0.2% | +17.81% | 増加 |
| 8 | ✓ | Taro Pharmaceutical Inds LTD | +0.2% | +15.45% | 増加 |
| 9 | TBF | Proshares Short 20+ Treasury | +0.2% | +14.84% | 増加 |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +12.64% | 増加 |
| 11 | BSV | Vanguard Short-term Bond ETF | +0.1% | +11.03% | 増加 |
| 12 | VLO | Valero Energy CORP | +0.1% | +1.33% | 増加 |
| 13 | AMGN | Amgen INC | +0.1% | +10.33% | 増加 |
| 14 | SAN | Banco Santander Sa-spon Adr | +0.1% | +73.56% | 増加 |
| 15 | KEYS | Keysight Technologies In | +0.1% | +4.83% | 増加 |
| 16 | ✓ | +0.1% | +7.54% | 増加 | |
| 17 | BAC 7.25 PERP L | Bank Of America CORP | +0.1% | +12.41% | 増加 |
| 18 | AAPL | Apple INC | +0.1% | -2.25% | 減少 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +15.76% | 増加 |
| 20 | GM | General Motors Co | 0% | +0.73% | 増加 |
| 21 | EFA | Ishares Msci Eafe ETF | 0% | +20.26% | 増加 |
| 22 | ✓ | 0% | +35.45% | 増加 | |
| 23 | HPQ | Hp INC | 0% | +3.73% | 増加 |
| 24 | QCOM | Qualcomm INC | 0% | +6.90% | 増加 |
| 25 | WFC 7.5 PERP L | Wells Fargo & Company | 0% | +7.62% | 増加 |
| 26 | ELV | Elevance Health INC | -0.1% | -22.13% | 減少 |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +6.21% | 増加 |
| 28 | PFE | Pfizer INC | -0.1% | -14.07% | 減少 |
| 29 | AGG | Ishares Core U.s. Aggregate | -0.1% | +4.10% | 増加 |
| 30 | XRXCHF | Xerox CORP | -0.1% | +7.96% | 増加 |
| 31 | GD | General Dynamics CORP | -0.2% | +8.54% | 増加 |
| 32 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.2% | -5.01% | 減少 |
| 33 | MSFT | Microsoft CORP | -0.2% | -32.66% | 減少 |
| 34 | GMF | State Street Spdr S&p Emergi | -0.2% | +0.65% | 増加 |
| 35 | IVE | Ishares S&p 500 Value ETF | -0.2% | -2.86% | 減少 |
| 36 | IWF | Ishares Russell 1000 Growth | -0.2% | -21.04% | 減少 |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | -0.2% | -13.24% | 減少 |
| 38 | GLD | Spdr Gold Shares | -0.2% | +2.63% | 増加 |
| 39 | SYMCEUR | Symantec CORP | -0.3% | -30.30% | 減少 |
| 40 | IJS | Ishares S&p Small-cap 600 Va | -0.4% | -17.43% | 減少 |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | -4.89% | 減少 |
| 42 | MBB | Ishares Mbs ETF | -1.6% | -54.01% | 減少 |
| 43 | DCMYY | Ntt Docomo Inc-spon Adr | — | EXIT | 全売却 |
| 44 | NUE | Nucor CORP | — | NEW | 新規購入 |
| 45 | KRNY | Kearny Financial Corp/md | — | NEW | 新規購入 |
| 46 | ✓ | Clifton Savings | — | EXIT | 全売却 |
| 47 | C | Citigroup INC | — | NEW | 新規購入 |
| 48 | MCK | Mckesson CORP | — | EXIT | 全売却 |
| 49 | IWM | Ishares Russell 2000 ETF | — | NEW | 新規購入 |
| 50 | IWD | Ishares Russell 1000 Value E | — | NEW | 新規購入 |