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 | 17.79% | -0.28% | — | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 5.21% | -0.25% | +3.61% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.90% | — | +0.79% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 4.81% | — | +0.00% | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.35% | — | +6.71% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 4.29% | +0.06% | +0.22% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.95% | — | -3.82% | |
| 8 | ✓ | Powershares | 株式-その他 | 2.91% | — | -4.14% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.32% | — | -5.83% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.32% | — | +3.40% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.27% | -0.61% | -5.46% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.27% | — | -9.09% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.09% | — | — | |
| 14 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.81% | — | -13.68% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.81% | — | +26.79% | |
| 16 | IDV | Ishares International Select | ETF-その他 | 1.67% | — | +378.41% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.55% | +0.22% | -9.66% | |
| 18 | ✓ | Pimco ETF Tr | ETF-その他 | 1.45% | — | — | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.44% | — | -10.39% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | — | -1.20% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.31% | -0.39% | +8.36% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.20% | -0.09% | -7.15% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.19% | — | -5.67% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.17% | +0.13% | -21.98% | |
| 25 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.07% | — | +4.34% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.00% | -0.70% | -0.10% | |
| 27 | EPI | Wisdomtree India Earnings | ETF-その他 | 1.00% | — | +1.68% | |
| 28 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.98% | — | -5.68% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | — | |
| 30 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.88% | — | -1.45% | |
| 31 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.84% | — | — | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.81% | — | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | — | +0.17% | |
| 34 | OIH | Market Vectors Oil Service E | ETF-その他 | 0.72% | — | +6.80% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | — | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.65% | — | — | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.64% | — | — | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.64% | — | — | |
| 39 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.63% | — | +1.78% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.61% | — | +16.62% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.57% | — | — | |
| 42 | FXH | First Trust Health Care Alph | ETF-その他 | 0.57% | — | +53.25% | |
| 43 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.55% | — | — | |
| 44 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 0.54% | — | +8.15% | |
| 45 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.54% | — | -17.27% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.53% | — | — | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.52% | — | — | |
| 48 | ZEN1EUR | Zendesk INC | 株式-その他 | 0.51% | — | — | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.48% | — | — | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.46% | — | — |