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 | 38.20% | -0.28% | -7.19% | |
| 2 | ✓ | Powershares | 株式-その他 | 4.60% | — | +17.55% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.58% | — | +13.94% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.54% | — | +1.37% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.74% | — | +5.45% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.39% | — | -0.67% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.17% | — | -3.02% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.09% | +0.06% | — | |
| 9 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 2.06% | — | +60.98% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.83% | — | +0.12% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.59% | -0.61% | +15.62% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.58% | — | — | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.52% | +0.22% | +22.14% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.52% | — | -1.09% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.49% | — | +40.48% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.44% | — | -3.77% | |
| 17 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.42% | — | +55.31% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.38% | -0.39% | +0.67% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.28% | -0.25% | -4.16% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.27% | — | +2.81% | |
| 21 | ✓ | Hemispherx Biopharma INC | 株式-その他 | 1.19% | — | — | |
| 22 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.05% | — | -47.47% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.70% | -1.19% | |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.01% | — | — | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.91% | — | — | |
| 26 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.80% | — | — | |
| 27 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.79% | — | -12.14% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.78% | — | — | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.77% | — | — | |
| 30 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.76% | — | — | |
| 31 | INTC | Intel CORP | 株式-IT | 0.76% | — | -3.59% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | -15.97% | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.75% | -0.09% | +31.44% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.74% | — | — | |
| 35 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.71% | — | — | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.69% | — | — | |
| 37 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.68% | — | — | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | -18.28% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.09% | — | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.63% | — | — | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.61% | — | — | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | 0.61% | — | — | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | — | |
| 44 | IDV | Ishares International Select | ETF-その他 | 0.58% | — | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.52% | — | — | |
| 46 | T | At&t INC | 株式-通信サービス | 0.50% | +0.12% | — | |
| 47 | HSY | Hershey Co/the | 株式-生活必需品 | 0.41% | +0.09% | — | |
| 48 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.40% | — | — | |
| 49 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.38% | — | — | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.36% | — | — |