CIK: 0001698146
申告総資産額
$2.8億
| # | 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 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.56% | — | +0.71% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.63% | — | — | |
| 3 | AAPL | Apple INC | 株式-IT | 2.59% | — | -2.91% | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.56% | — | -5.93% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.49% | — | -2.73% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.19% | — | -6.58% | |
| 7 | BA | Boeing Co/the | 株式-資本財 | 2.14% | — | +3.30% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.88% | — | -4.41% | |
| 9 | INTC | Intel CORP | 株式-IT | 1.85% | — | -11.40% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.85% | — | -8.27% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 1.75% | — | -6.25% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.74% | — | — | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.72% | — | -4.28% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.71% | — | -2.74% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.62% | — | +2.00% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.56% | — | -0.42% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.43% | — | +6.79% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.40% | — | -7.09% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.39% | — | +4.23% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.38% | — | -1.42% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.35% | — | -3.58% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.30% | — | +27.30% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.27% | — | -1.53% | |
| 24 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.22% | — | -10.48% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.19% | — | -10.83% | |
| 26 | EMR | Emerson Electric Co | 株式-資本財 | 1.18% | — | -8.48% | |
| 27 | C | Citigroup INC | 株式-金融 | 1.17% | — | -1.22% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.17% | — | -17.39% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 1.14% | — | -6.84% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.12% | — | — | |
| 31 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.08% | — | -9.06% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.05% | — | +6.45% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.01% | — | -9.16% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 1.00% | — | +14.62% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.00% | — | +4.27% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.98% | — | +90.61% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.96% | — | -5.04% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.94% | — | -5.02% | |
| 39 | F | Ford Motor Co | 株式-一般消費財 | 0.94% | — | -0.72% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.92% | — | +28.12% | |
| 41 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.91% | — | -5.79% | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.90% | — | +0.86% | |
| 43 | O | Realty Income CORP | 株式-不動産 | 0.90% | — | -5.90% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | — | -5.79% | |
| 45 | DEO | Diageo plc | 株式-生活必需品 | 0.88% | — | -12.41% | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.86% | — | -3.30% | |
| 47 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.80% | — | +0.30% | |
| 48 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.80% | — | -12.84% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | — | +6.06% | |
| 50 | EXC | Exelon CORP | 株式-公益事業 | 0.78% | — | -11.83% |