CIK: 0001615135
申告総資産額
$4.0億
| # | 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 | LOW | Lowe's Cos INC | 株式-一般消費財 | 34.99% | -0.83% | -1.43% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 11.57% | -0.55% | -0.04% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 11.16% | +0.01% | -5.31% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.03% | -0.49% | +0.02% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.07% | +0.05% | +2.33% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.02% | — | — | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.00% | — | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.11% | -0.37% | — | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.68% | — | — | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.37% | — | -34.54% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.35% | — | — | |
| 12 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.13% | — | — | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.09% | — | -14.81% | |
| 14 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.95% | — | -4.36% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.94% | — | — | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.93% | — | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | +0.17% | -65.23% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.75% | +0.02% | -5.32% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | — | — | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | +0.06% | NEW | |
| 21 | AAPL | Apple INC | 株式-IT | 0.45% | — | +1.02% | |
| 22 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.40% | — | +12.44% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.39% | — | -37.11% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.11% | +53.41% | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 0.36% | — | — | |
| 26 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.35% | +0.05% | -1.59% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.33% | -0.26% | -1.74% | |
| 28 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.31% | — | -6.12% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.31% | +0.08% | -48.49% | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 0.29% | — | +14.69% | |
| 31 | FNV | Franco-nevada CORP | 株式-素材 | 0.27% | — | +1.37% | |
| 32 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.26% | — | -7.89% | |
| 33 | COLD | Americold Realty Trust INC | 株式-不動産 | 0.26% | — | +158.86% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.26% | +0.12% | +25.84% | |
| 35 | SWCHEUR | Switch INC - A | 株式-その他 | 0.25% | — | +18.95% | |
| 36 | DLTR | Dollar Tree INC | 株式-生活必需品 | 0.25% | — | -9.76% | |
| 37 | MLM | Martin Marietta Materials | 株式-素材 | 0.24% | — | -53.54% | |
| 38 | SJB | Proshares Short High Yield | ETF-ハイイールド債 | 0.24% | — | -55.11% | |
| 39 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.23% | — | -5.03% | |
| 40 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.23% | — | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | +4.29% | |
| 42 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.22% | — | — | |
| 43 | JPM | JP Morgan Exchange Traded Fund | 株式-金融 | 0.21% | — | -11.63% | |
| 44 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.21% | — | -14.90% | |
| 45 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.20% | — | +2.23% | |
| 46 | CCI | Crown Castle INC | 株式-不動産 | 0.19% | — | -42.21% | |
| 47 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 0.18% | — | — | |
| 48 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.17% | — | -43.40% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.16% | — | — | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.15% | — | +503.47% |