CIK: 0001733472
申告総資産額
$3.2億
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 16.91% | — | +3.39% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 15.40% | +0.06% | +8.33% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 9.39% | — | +2.94% | |
| 4 | TFX | Teleflex INC | 株式-ヘルスケア | 9.37% | — | +0.10% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 7.72% | +0.19% | +3.25% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.89% | +0.48% | +7.41% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.87% | — | +0.56% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.07% | — | +1.25% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.70% | — | +31.15% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.18% | -0.35% | +37.04% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.04% | — | — | |
| 12 | PPL | Ppl CORP | 株式-公益事業 | 1.81% | — | -35.04% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.52% | -0.15% | +0.17% | |
| 14 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 1.38% | — | +0.63% | |
| 15 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 1.22% | — | +88.00% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.20% | — | +72.17% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.14% | — | -0.22% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.03% | — | +0.23% | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.01% | — | +0.11% | |
| 20 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.95% | — | +91.45% | |
| 21 | ✓ | First Tr Exch Traded Fd Iii | 株式-その他 | 0.91% | — | +0.20% | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.62% | — | -86.36% | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 0.57% | — | -1.08% | |
| 24 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.51% | — | — | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.51% | — | -6.45% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | +0.03% | +0.27% | |
| 27 | CMA | Comerica INC | 株式-その他 | 0.36% | — | — | |
| 28 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.27% | — | +1.76% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.26% | — | -1.09% | |
| 30 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.26% | — | -1.36% | |
| 31 | SJIEUR | South Jersey Industries | 株式-その他 | 0.25% | — | -1.80% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.24% | — | +0.96% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.20% | -0.04% | +0.33% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.18% | -1.74% | -9.15% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.17% | — | -13.53% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | — | — | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.14% | — | +0.40% | |
| 38 | PFO | Flaherty & Crumrine P&i Opp | 株式-その他 | 0.09% | — | +1.80% | |
| 39 | FRBKQ | Republic First Bancorp INC | 株式-その他 | 0.06% | — | -21.50% | |
| 40 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.05% | — | +0.20% |