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 | 24.67% | +0.06% | +39.26% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 11.33% | +0.19% | +1.98% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.06% | — | -1.12% | |
| 4 | PFF | Ishares Preferred & Income S | ETF-その他 | 8.06% | — | -2.46% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.93% | +0.48% | +0.07% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 5.34% | — | -2.05% | |
| 7 | TFX | Teleflex INC | 株式-ヘルスケア | 4.25% | — | -6.75% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.18% | -0.35% | +61.77% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.96% | — | -1.61% | |
| 10 | FTCS | First Trust Capital Strength | ETF-その他 | 3.06% | — | -1.23% | |
| 11 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.90% | +0.06% | NEW | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.79% | — | -2.16% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.95% | -0.15% | +1.49% | |
| 14 | VFH | Vanguard Financials ETF | ETF-その他 | 1.62% | -0.09% | -4.28% | |
| 15 | VDE | Vanguard Energy ETF | ETF-その他 | 1.32% | — | -1.84% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | -1.74% | +2147.98% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | — | +0.39% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.04% | +5.36% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.41% | — | +0.11% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.39% | — | -17.57% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 0.37% | — | -4.07% | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.37% | — | +4.81% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | +0.03% | +2.77% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.26% | — | -44.67% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.22% | — | -97.49% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | — | — | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.21% | — | — | |
| 28 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.19% | +0.08% | -28.58% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.17% | — | +0.50% | |
| 30 | VOX | Vanguard Communication Servi | ETF-その他 | 0.17% | -0.08% | -5.75% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.16% | — | -44.57% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.14% | — | +0.03% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.13% | — | +0.15% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.13% | — | +0.14% | |
| 35 | CB | Chubb Limited | 株式-金融 | 0.12% | — | +0.08% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | +0.14% | +26.24% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.12% | — | +0.23% | |
| 38 | WM | Waste Management INC | 株式-資本財 | 0.12% | — | — | |
| 39 | DREUSD | Duke Realty CORP | 株式-その他 | 0.12% | — | +0.22% | |
| 40 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.11% | — | — | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.11% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.10% | — | — | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.10% | — | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.10% | — | +26.99% | |
| 45 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.04% | — | +0.33% |