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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 14.20% | +0.06% | -6.11% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 9.65% | +0.19% | +2.52% | |
| 3 | TFX | Teleflex INC | 株式-ヘルスケア | 8.69% | — | +0.07% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.32% | — | -3.76% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 7.51% | — | +47.55% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 7.35% | — | +13.74% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-その他 | 6.06% | — | — | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.96% | +0.48% | +103.99% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.77% | — | -1.03% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.55% | — | -53.39% | |
| 11 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.54% | — | — | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.44% | -0.35% | -9.03% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.33% | — | +0.75% | |
| 14 | VIS | Vanguard Industrials ETF | ETF-その他 | 2.24% | +0.08% | +3.82% | |
| 15 | VAW | Vanguard Materials ETF | ETF-その他 | 2.15% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.74% | -0.15% | +0.48% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.60% | — | -2.23% | |
| 18 | VOX | Vanguard Communication Servi | ETF-その他 | 1.32% | -0.08% | +4.04% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.05% | — | +47.49% | |
| 20 | VDE | Vanguard Energy ETF | ETF-その他 | 0.72% | — | — | |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.60% | — | +152.86% | |
| 22 | VFH | Vanguard Financials ETF | ETF-その他 | 0.59% | -0.09% | +29.54% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.55% | — | -9.36% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 0.52% | — | -1.10% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | -1.74% | -3.02% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | +0.13% | |
| 27 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.36% | — | +4.57% | |
| 28 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.32% | — | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | +0.03% | -1.42% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.26% | — | -67.14% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.25% | — | -1.54% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.23% | -0.04% | -3.19% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | — | — | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.18% | — | — | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.17% | — | -23.43% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.16% | — | -16.13% | |
| 37 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.15% | — | — | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.15% | — | +26.74% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.14% | — | +3.42% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.14% | — | -19.35% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.14% | — | +33.71% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.13% | — | -6.03% | |
| 43 | MU | Micron Technology INC | 株式-IT | 0.13% | — | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.12% | — | +2.88% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | +0.14% | -14.61% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.11% | — | -46.24% | |
| 47 | TRHCEUR | Tabula Rasa Healthcare INC | 株式-その他 | 0.11% | — | — | |
| 48 | T | At&t INC | 株式-通信サービス | 0.11% | — | -5.56% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.11% | — | -18.75% | |
| 50 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.10% | — | — |