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 | 9.16% | -0.09% | +3.48% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.21% | — | +5.07% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-その他 | 5.89% | -0.10% | +5.71% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 5.77% | — | +2.18% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.60% | — | +3.50% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.07% | — | +3.05% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.72% | — | +4.05% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.49% | -0.31% | +9.25% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.33% | -0.34% | +21.83% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.94% | — | +5.59% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.40% | — | +31.48% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.27% | — | -1.06% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.27% | -0.18% | +33.51% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.11% | — | +36.08% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.04% | — | +14.35% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.01% | — | +7.01% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 0.98% | — | +15.05% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.96% | — | -3.14% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.94% | — | +14.35% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | -1.85% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.86% | -0.11% | +0.90% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | +8.92% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.78% | — | +42.10% | |
| 24 | ICLKGBP | Iclick Interactive Asia-adr | 株式-その他 | 0.69% | — | — | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | — | +14.44% | |
| 26 | EPAM | Epam Systems INC | 株式-IT | 0.66% | — | +226.92% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.66% | -0.04% | +14.31% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.66% | — | +26.41% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.64% | — | +37.92% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | +110.77% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.27% | +20.20% | |
| 32 | SSTK | Shutterstock INC | 株式-その他 | 0.60% | — | +149.79% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 0.59% | — | +23.61% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +42.47% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.57% | — | +21.61% | |
| 36 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.54% | — | +0.72% | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.54% | — | +2.69% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | +179.76% | |
| 39 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.49% | — | — | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.46% | — | +83.56% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | +74.18% | |
| 42 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.42% | — | +1.26% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | +30.77% | |
| 44 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.42% | — | +27.97% | |
| 45 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.42% | — | — | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.41% | — | — | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.40% | — | — | |
| 48 | COF | Capital One Financial CORP | 株式-金融 | 0.40% | — | — | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | — | +66.72% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.39% | — | +37.33% |