CIK: 0001674343
申告総資産額
$3.8億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 21.03% | — | -11.10% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 12.25% | — | +1.29% | |
| 3 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 6.83% | — | -7.16% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.21% | — | +6.36% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.48% | — | -0.04% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.94% | — | +10.98% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.90% | — | -41.43% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.67% | — | +13.07% | |
| 9 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.63% | — | +0.38% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.59% | — | +19.82% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.55% | — | +5.86% | |
| 12 | CNC | Centene CORP | 株式-ヘルスケア | 1.51% | — | -6.54% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.25% | — | +0.96% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.20% | — | -1.44% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.15% | — | -0.14% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.13% | — | — | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.90% | — | +0.08% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 0.90% | — | +5.48% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | — | +0.38% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.80% | — | +7.68% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.79% | — | +21.63% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.78% | — | — | |
| 23 | GOF | Guggenheim Strategic Opport | 株式-その他 | 0.76% | — | +18.73% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | +1.55% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | — | +89.84% | |
| 26 | EMR | Emerson Electric Co | 株式-資本財 | 0.63% | — | +2.22% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | — | +35.37% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | — | +34.92% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.57% | — | +300.09% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +2.13% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.55% | — | -2.88% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.55% | — | -2.49% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | +0.02% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | +1.78% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.47% | — | +3.75% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.43% | — | -7.09% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | +1.71% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.41% | — | +3.09% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.41% | — | — | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.35% | — | -0.99% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.34% | — | +2.82% | |
| 43 | MMU | Western Asset Managed Munici | 株式-その他 | 0.33% | — | +4.88% | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.33% | — | -1.44% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.33% | — | +13.41% | |
| 46 | MMT | Aberdeen Multimarket Income | 株式-その他 | 0.32% | — | +11.72% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.32% | — | -0.53% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | -1.38% | |
| 49 | JPC | Nuveen Prefered & Income Opp | 株式-その他 | 0.31% | — | +1.14% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.30% | — | +17.86% |