CIK: 0001765690
申告総資産額
$12.9億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 7.21% | -0.22% | +1.58% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 6.89% | — | +4.06% | |
| 3 | HFRO | Highland Opport & Income | 株式-その他 | 4.35% | — | +0.34% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.94% | — | +6.99% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.60% | — | +11.81% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.39% | -0.19% | +9.92% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.19% | — | -1.92% | |
| 8 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 3.09% | -0.29% | EXIT | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.45% | — | +2.86% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.83% | — | +5.98% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.82% | -0.47% | +54.76% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.73% | — | +23.34% | |
| 13 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-その他 | 1.69% | — | +362.93% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.57% | — | +17.54% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | +0.14% | +7.06% | |
| 16 | BA | Boeing Co/the | 株式-資本財 | 1.48% | — | +29.37% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.36% | — | +30.17% | |
| 18 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.32% | — | +214.01% | |
| 19 | PBA | Pembina Pipeline CORP | 株式-エネルギー | 1.32% | — | — | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.31% | — | +10.65% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.18% | — | +10.36% | |
| 22 | T | At&t INC | 株式-通信サービス | 1.17% | — | +130.91% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.11% | — | +4.82% | |
| 24 | WPP | Wpp Plc-sponsored Adr | 株式-その他 | 1.09% | — | — | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.99% | +0.12% | +13.19% | |
| 26 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.97% | — | — | |
| 27 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.97% | — | +11.41% | |
| 28 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 0.96% | — | -9.03% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | — | +20.11% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | — | +12.28% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.85% | — | +1.80% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.78% | — | +0.58% | |
| 33 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.75% | — | +2.82% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.72% | — | — | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.69% | — | +2.32% | |
| 36 | ✓ | 株式-その他 | 0.66% | — | +55.61% | ||
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.66% | — | +6.68% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | — | +0.39% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.63% | — | +0.56% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.62% | — | -0.18% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.60% | — | +209.85% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.59% | — | -12.04% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | — | -17.36% | |
| 44 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.52% | — | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.50% | — | +0.59% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.49% | — | — | |
| 47 | C | Citigroup INC | 株式-金融 | 0.47% | -0.13% | — | |
| 48 | MCO | Moody's CORP | 株式-金融 | 0.47% | — | — | |
| 49 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.46% | — | +6.97% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.46% | — | +6.93% |