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 | 11.89% | -0.05% | +3.24% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 7.21% | — | +4.09% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.56% | +0.13% | +48.96% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.18% | — | +2.62% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.99% | — | -4.36% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.60% | -0.35% | +13.11% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.60% | +0.16% | +1.70% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.94% | — | +6.54% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.70% | -0.10% | +5.27% | |
| 10 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 2.62% | — | +3.50% | |
| 11 | BAC 7.25 PERP L | Bank Of America CORP | 株式-金融 | 2.54% | — | +7.70% | |
| 12 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 2.34% | — | +2.65% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 1.81% | +0.17% | +0.53% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.70% | +0.60% | -2.85% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.68% | +0.06% | +9.54% | |
| 16 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 1.66% | — | +3.95% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.61% | -0.28% | +1.95% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.48% | -0.33% | +0.70% | |
| 19 | HPQ | Hp INC | 株式-IT | 1.35% | — | +0.50% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.28% | — | +5.36% | |
| 21 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.28% | — | -4.64% | |
| 22 | GD | General Dynamics CORP | 株式-資本財 | 1.24% | — | +7.13% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.23% | — | -2.68% | |
| 24 | PCAR | Paccar INC | 株式-資本財 | 1.17% | -0.04% | -1.60% | |
| 25 | AXP | American Express Company | 株式-金融 | 1.12% | — | +0.43% | |
| 26 | GM | General Motors Co | 株式-一般消費財 | 1.10% | — | +4.67% | |
| 27 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.06% | -0.28% | +1.90% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 1.03% | +0.40% | +0.73% | |
| 29 | PHM | Pultegroup INC | 株式-一般消費財 | 0.99% | +0.17% | +1.49% | |
| 30 | VLO | Valero Energy CORP | 株式-エネルギー | 0.99% | -0.07% | -0.42% | |
| 31 | KEYS | Keysight Technologies In | 株式-IT | 0.99% | — | +1.67% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | — | -2.95% | |
| 33 | LAZ | Lazard, Inc. | 株式-金融 | 0.87% | — | +1.71% | |
| 34 | XRXCHF | Xerox CORP | 株式-その他 | 0.87% | — | +3.42% | |
| 35 | MBB | Ishares Mbs ETF | ETF-その他 | 0.85% | — | -38.02% | |
| 36 | LEA | Lear CORP | 株式-一般消費財 | 0.84% | — | +4.40% | |
| 37 | ✓ | Stewardship Finl CORP | 株式-その他 | 0.83% | — | +0.71% | |
| 38 | HUM | Humana INC | 株式-ヘルスケア | 0.80% | — | +14.50% | |
| 39 | PPC | Pilgrim's Pride CORP | 株式-生活必需品 | 0.79% | — | +10.98% | |
| 40 | NUE | Nucor CORP | 株式-素材 | 0.79% | +0.28% | +52.13% | |
| 41 | ✓ | Taro Pharmaceutical Inds LTD | 株式-その他 | 0.74% | — | +7.44% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.66% | — | -15.36% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.65% | — | -4.41% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.61% | — | -14.24% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.60% | — | -4.65% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.60% | — | -9.72% | |
| 47 | C | Citigroup INC | 株式-金融 | 0.57% | — | +30.99% | |
| 48 | SAN | Banco Santander Sa-spon Adr | 株式-金融 | 0.57% | — | +45.30% | |
| 49 | TXT | Textron INC | 株式-資本財 | 0.55% | — | -19.95% | |
| 50 | ET | Energy Transfer LP | 株式-エネルギー | 0.50% | — | -18.65% |