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 | 3.57% | — | +2.60% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.90% | — | +1.48% | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.61% | — | +3.01% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.52% | — | +1.00% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.10% | — | -0.14% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.09% | — | +0.52% | |
| 7 | CSCO | Cisco Systems INC | 株式-IT | 2.06% | — | +0.34% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 2.04% | — | +2.55% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.93% | — | +10.01% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.85% | — | +2.79% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.77% | — | +0.37% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.68% | — | +1.98% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.65% | — | +2.99% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.65% | — | +1.69% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.62% | — | -0.05% | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 1.56% | — | -4.01% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.54% | — | -0.55% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.52% | — | — | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.51% | — | +1.04% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.40% | — | +0.04% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.31% | — | +0.55% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 1.25% | — | +1.04% | |
| 23 | C | Citigroup INC | 株式-金融 | 1.21% | — | +3.17% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 1.19% | — | -0.56% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.19% | — | +0.54% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.16% | — | — | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.14% | — | +6.19% | |
| 28 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.13% | — | +4.83% | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.10% | — | — | |
| 30 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.10% | — | -3.36% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.08% | — | +8.55% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.05% | — | — | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.05% | — | +12.10% | |
| 34 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.01% | — | +6.09% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.97% | — | — | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 0.97% | — | +0.54% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.97% | — | +10.23% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.96% | — | +6.03% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.95% | — | -2.12% | |
| 40 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.92% | — | +4.73% | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.92% | — | +5.64% | |
| 42 | DEO | Diageo plc | 株式-生活必需品 | 0.91% | — | -0.97% | |
| 43 | O | Realty Income CORP | 株式-不動産 | 0.90% | — | -3.63% | |
| 44 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.89% | — | +0.84% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.86% | — | -0.77% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.85% | — | — | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.84% | — | +1.31% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | — | +0.55% | |
| 49 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.83% | — | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.79% | — | +1.13% |