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 | 14.70% | +0.06% | -1.75% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 12.19% | +0.19% | -0.08% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.28% | — | +0.03% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 9.00% | — | +215.11% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-その他 | 7.74% | — | -1.31% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 7.22% | — | -0.01% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.10% | +0.48% | -25.95% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.60% | -0.35% | +0.16% | |
| 9 | TFX | Teleflex INC | 株式-ヘルスケア | 4.34% | — | -0.16% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.43% | — | -4.95% | |
| 11 | FTCS | First Trust Capital Strength | ETF-その他 | 3.14% | — | -0.18% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.97% | — | +0.21% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.78% | +0.06% | NEW | |
| 14 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.02% | — | +0.87% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.77% | -0.15% | -2.47% | |
| 16 | VDE | Vanguard Energy ETF | ETF-その他 | 1.71% | — | +0.47% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.77% | — | -15.92% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | -1.74% | +2.41% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.47% | — | -4.13% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.45% | — | -0.81% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 0.44% | — | -2.09% | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.44% | — | -0.75% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.31% | -0.04% | -0.27% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | +0.03% | -9.30% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.24% | — | — | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.22% | — | — | |
| 27 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.20% | -2.02% | +16.85% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.18% | — | -18.42% | |
| 29 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.15% | +0.13% | +24.29% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | — | — | |
| 31 | CB | Chubb Limited | 株式-金融 | 0.14% | — | +0.08% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.13% | — | -0.91% | |
| 33 | WM | Waste Management INC | 株式-資本財 | 0.12% | — | — | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.12% | — | — | |
| 35 | PLD | Prologis INC | 株式-不動産 | 0.11% | — | — | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.11% | — | -32.37% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.11% | — | +0.24% | |
| 38 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.11% | — | -4.40% | |
| 39 | CERT | Certara INC | 株式-その他 | 0.10% | — | — | |
| 40 | PFO | Flaherty & Crumrine P&i Opp | 株式-その他 | 0.04% | — | +1.93% | |
| 41 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.04% | — | +0.36% |