CIK: 0001770994
申告総資産額
$8.4億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 36.85% | -0.28% | — | |
| 2 | ✓ | Powershares | 株式-その他 | 4.19% | — | -0.61% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.75% | — | +115.67% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.32% | — | +25.70% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.74% | — | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.51% | — | — | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.28% | +0.06% | +12.22% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.17% | — | +3.73% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.15% | — | -9.73% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.99% | — | -5.24% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.71% | — | +21.31% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.58% | — | -1.24% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.54% | — | — | |
| 14 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.48% | — | -42.11% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.43% | -0.61% | +49.87% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.42% | -0.25% | +21.91% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.36% | +0.22% | +47.89% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.33% | -0.39% | — | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.31% | — | -69.36% | |
| 20 | ✓ | Hemispherx Biopharma INC | 株式-その他 | 1.21% | — | — | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.16% | — | +41.96% | |
| 22 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.08% | — | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.99% | -0.70% | +28.41% | |
| 24 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.98% | — | +0.13% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.97% | — | +11.53% | |
| 26 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.94% | — | -6.57% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.92% | — | -3.65% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.87% | — | -11.60% | |
| 29 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.86% | — | — | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.82% | — | — | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.81% | — | — | |
| 32 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.79% | — | — | |
| 33 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.77% | — | — | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.77% | — | — | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.77% | — | — | |
| 36 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.76% | — | — | |
| 37 | INTC | Intel CORP | 株式-IT | 0.74% | — | -7.33% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.73% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.09% | -4.97% | |
| 40 | IDV | Ishares International Select | ETF-その他 | 0.68% | — | — | |
| 41 | BND | Vanguard Total Bond Market | ETF-その他 | 0.64% | — | — | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.64% | -0.09% | +63.37% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.64% | — | — | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | -1.96% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.54% | — | — | |
| 46 | T | At&t INC | 株式-通信サービス | 0.52% | +0.12% | — | |
| 47 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.45% | — | — | |
| 48 | HSY | Hershey Co/the | 株式-生活必需品 | 0.44% | +0.09% | — | |
| 49 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.43% | — | — | |
| 50 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.37% | — | — |