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 | 17.30% | -0.28% | -0.92% | |
| 2 | ✓ | Powershares | 株式-その他 | 6.54% | — | +4.21% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 5.32% | -0.25% | +41.58% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.08% | — | +2.36% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 5.04% | — | +12.31% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 4.39% | +0.06% | -2.74% | |
| 7 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.26% | — | +18.38% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.24% | — | +3.23% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.63% | — | +1.02% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.57% | — | +18.89% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.54% | -0.61% | +9.47% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.19% | — | +2.19% | |
| 13 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 2.15% | — | +0.96% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.79% | +0.22% | +10.98% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.63% | — | +8.82% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.52% | +0.13% | +11.55% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.45% | — | — | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.44% | -0.09% | +7.70% | |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.42% | — | +4.58% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | — | -6.48% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.28% | — | +6.01% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.24% | -0.39% | +2.74% | |
| 23 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.22% | — | +6.02% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.07% | -0.70% | +5.86% | |
| 25 | EPI | Wisdomtree India Earnings | ETF-その他 | 1.01% | — | +4.55% | |
| 26 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.96% | — | -2.41% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.82% | — | -2.58% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | -1.81% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.80% | — | -0.73% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | — | +4.88% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.73% | — | -1.19% | |
| 32 | OIH | Market Vectors Oil Service E | ETF-その他 | 0.71% | — | +3.27% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.69% | — | — | |
| 34 | ZEN1EUR | Zendesk INC | 株式-その他 | 0.68% | — | — | |
| 35 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.65% | — | +8.98% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.65% | — | — | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.63% | — | — | |
| 38 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.58% | — | +23.96% | |
| 39 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 0.56% | — | +14.95% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.54% | — | — | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.54% | — | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.53% | — | — | |
| 43 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.50% | — | -8.66% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.48% | — | -0.91% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.47% | — | — | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.46% | — | — | |
| 47 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.45% | — | — | |
| 48 | FXH | First Trust Health Care Alph | ETF-その他 | 0.43% | — | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.41% | — | — | |
| 50 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.39% | — | -5.43% |