CIK: 0001720235
申告総資産額
$3.7億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.32% | -0.09% | +10.57% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 9.24% | — | +16.66% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 6.65% | — | +25.66% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-その他 | 6.50% | -0.10% | +18.83% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.39% | — | +61.48% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.38% | — | +15.25% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.06% | — | +57.89% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.38% | -0.34% | -3.33% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.37% | -0.31% | +24.85% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.12% | — | +11.98% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.55% | — | -0.77% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.42% | — | -18.44% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.16% | — | +70.76% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.15% | — | +10.89% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.10% | — | +61.73% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | — | +62.39% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.04% | -0.18% | +611.54% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.01% | -0.11% | +147.07% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.96% | — | — | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | — | +206.48% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | — | |
| 22 | T | At&t INC | 株式-通信サービス | 0.77% | — | -6.04% | |
| 23 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.74% | — | -17.03% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.70% | — | -31.06% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | -0.27% | — | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.70% | -0.04% | -1.38% | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 0.69% | — | -10.17% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.69% | — | — | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | — | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +7.63% | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.56% | — | — | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.50% | — | — | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.48% | — | -37.60% | |
| 34 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.48% | — | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | +154.26% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.44% | — | — | |
| 38 | EPAYEUR | Bottomline Technologies (de) | 株式-その他 | 0.42% | — | — | |
| 39 | PLOW | Douglas Dynamics INC | 株式-その他 | 0.42% | — | — | |
| 40 | EPAM | Epam Systems INC | 株式-IT | 0.41% | — | — | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | — | +5.56% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.39% | — | — | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | +75.52% | |
| 44 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.39% | — | — | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.39% | — | — | |
| 46 | SSTK | Shutterstock INC | 株式-その他 | 0.39% | — | — | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.38% | — | — | |
| 48 | CTLTEUR | Catalent INC | 株式-その他 | 0.37% | — | — | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.36% | — | — | |
| 50 | CNK | Cinemark Holdings INC | 株式-その他 | 0.36% | — | — |