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 | 11.41% | +0.06% | -0.67% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 9.77% | +0.19% | -0.06% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 9.60% | — | -0.64% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.46% | — | +0.80% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 8.69% | — | -0.45% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.39% | +0.48% | -1.28% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 5.03% | — | — | |
| 8 | TFX | Teleflex INC | 株式-ヘルスケア | 3.86% | — | +0.11% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.45% | -0.35% | -1.06% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.18% | — | +2.27% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.95% | — | -1.43% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 2.89% | -0.25% | -0.17% | |
| 13 | VDE | Vanguard Energy ETF | ETF-その他 | 2.80% | — | +1.32% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.75% | — | +1.69% | |
| 15 | AAPL | Apple INC | 株式-IT | 2.25% | -0.15% | -3.10% | |
| 16 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 2.22% | -2.02% | -0.22% | |
| 17 | PPA | Invesco Aerospace & Defense | ETF-その他 | 1.98% | +0.13% | +0.24% | |
| 18 | FTCS | First Trust Capital Strength | ETF-その他 | 1.96% | — | +0.32% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | -1.74% | -0.08% | |
| 20 | AMAT | Applied Materials INC | 株式-IT | 1.29% | — | +3.64% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.49% | — | +0.84% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.39% | -0.04% | -8.16% | |
| 23 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 0.38% | — | — | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.34% | — | +0.06% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 0.34% | — | -1.74% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.31% | +0.03% | +3.34% | |
| 27 | NTRL | First Trust Equity Market Ne | ETF-その他 | 0.28% | — | +2.21% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | — | -3.82% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.25% | — | -1.88% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | — | +16.55% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | +0.03% | -0.53% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.20% | — | +2.09% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.19% | — | +0.04% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | +0.05% | — | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.14% | — | -0.08% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.13% | — | -10.31% | |
| 37 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.13% | — | +0.15% | |
| 38 | CB | Chubb Limited | 株式-金融 | 0.13% | — | +0.08% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.12% | — | — | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.12% | — | — | |
| 41 | PLD | Prologis INC | 株式-不動産 | 0.12% | — | +0.30% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.12% | +1.42% | -3.13% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.11% | +0.03% | — | |
| 44 | CP | Canadian Pacific Kansas City | 株式-資本財 | 0.11% | — | — | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.11% | — | — | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.11% | — | -22.59% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.10% | -0.03% | +0.26% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.10% | — | — | |
| 49 | CERT | Certara INC | 株式-その他 | 0.10% | — | — | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.10% | — | -2.54% |