CIK: 0001733472
申告総資産額
$3.4億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 17.42% | -0.57% | +26.86% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 9.20% | -0.08% | +11.04% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.27% | +1.38% | +9.12% | |
| 4 | TFX | Teleflex INC | 株式-ヘルスケア | 8.25% | -0.01% | +0.08% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 7.21% | — | -27.46% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 6.96% | — | +51.34% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.96% | — | +6.62% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.50% | — | +178.21% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 4.70% | — | -31.41% | |
| 10 | FTCS | First Trust Capital Strength | ETF-その他 | 3.13% | — | +6.83% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.86% | +0.85% | +1.62% | |
| 12 | PPL | Ppl CORP | 株式-公益事業 | 2.40% | — | +33.97% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.13% | -0.24% | +23.64% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.00% | +0.10% | +308.54% | |
| 15 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.88% | +0.12% | +121.78% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.80% | — | +155.49% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.93% | — | -49.18% | |
| 18 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.86% | — | +22.78% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.85% | — | -12.23% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.80% | — | +30.14% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | -5.78% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 0.52% | -0.11% | EXIT | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | +0.36% | |
| 24 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.48% | — | -1.32% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.42% | — | — | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.37% | — | -12.41% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | +3.20% | |
| 28 | VFH | Vanguard Financials ETF | ETF-その他 | 0.31% | +0.06% | — | |
| 29 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.30% | — | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.24% | — | -0.22% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.21% | +0.04% | +0.71% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.19% | — | -1.77% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.19% | -0.10% | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.19% | — | +0.08% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.17% | — | — | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.17% | — | -72.72% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.16% | — | — | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | +0.02% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | +0.01% | — | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.15% | — | — | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.14% | +0.06% | — | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.14% | — | — | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.14% | — | +1.06% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.13% | — | +11.45% | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.12% | +0.06% | — | |
| 46 | SYY | Sysco CORP | 株式-生活必需品 | 0.12% | — | — | |
| 47 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.11% | — | +1.16% | |
| 48 | PFO | Flaherty & Crumrine P&i Opp | 株式-その他 | 0.08% | — | +1.73% | |
| 49 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.04% | — | -7.03% |