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 | 15.92% | -0.28% | -5.88% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 4.19% | — | +14.17% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.16% | — | +24.96% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.90% | — | +6.85% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.54% | +0.06% | +11.17% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.35% | — | -1.29% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.24% | -0.25% | +22.58% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.12% | -0.61% | +0.73% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.00% | — | +9.50% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.93% | — | +9.38% | |
| 11 | ✓ | Powershares | 株式-その他 | 2.81% | — | +4.62% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.26% | — | +26.89% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.26% | — | -1.78% | |
| 14 | IDV | Ishares International Select | ETF-その他 | 1.97% | — | +18.50% | |
| 15 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.91% | — | +7.38% | |
| 16 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.88% | — | +19.26% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.51% | +0.22% | +5.03% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.47% | — | +4.35% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.44% | — | +26.17% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.41% | -0.09% | +47.07% | |
| 21 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.36% | — | -0.55% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.24% | — | +2.18% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.22% | -0.39% | +0.98% | |
| 24 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.22% | — | +12.93% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.12% | — | +3.69% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.11% | +0.13% | +36.92% | |
| 27 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.92% | — | +8.91% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | — | -1.02% | |
| 29 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.88% | — | -2.27% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.70% | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.82% | — | +11.20% | |
| 32 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.78% | — | +1.18% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.77% | — | +2.40% | |
| 34 | FXH | First Trust Health Care Alph | ETF-その他 | 0.75% | — | -2.91% | |
| 35 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.74% | — | +100.01% | |
| 36 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.71% | -0.31% | +28.40% | |
| 37 | OSVEUR | Vaneck Vectors Oil Services | ETF-その他 | 0.71% | — | -2.08% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | — | — | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | +4.38% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.62% | — | -35.90% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.57% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | — | +3.29% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.54% | — | — | |
| 44 | INTC | Intel CORP | 株式-IT | 0.48% | — | +2.22% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | — | -41.68% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.43% | +0.12% | +23.90% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.42% | — | -48.40% | |
| 48 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.42% | — | — | |
| 49 | SHYD | Vaneck Sh Hi Yld Muni | ETF-その他 | 0.41% | — | — | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.40% | -0.39% | +2.29% |