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 | 12.08% | +0.06% | -4.45% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 9.85% | — | -4.83% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 9.85% | +0.19% | -2.86% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.10% | — | -4.70% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 8.83% | — | -3.27% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.48% | +0.48% | -7.29% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.53% | +0.07% | -4.84% | |
| 8 | TFX | Teleflex INC | 株式-ヘルスケア | 3.29% | — | — | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.25% | — | +2.68% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.24% | -0.35% | -9.54% | |
| 11 | VDE | Vanguard Energy ETF | ETF-その他 | 3.23% | — | +60.16% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.18% | — | -1.18% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.75% | — | -2.77% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 2.75% | -0.25% | -5.54% | |
| 15 | AAPL | Apple INC | 株式-IT | 2.24% | -0.15% | +3.08% | |
| 16 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 2.03% | -2.02% | -1.21% | |
| 17 | FTCS | First Trust Capital Strength | ETF-その他 | 1.94% | — | -7.41% | |
| 18 | PPA | Invesco Aerospace & Defense | ETF-その他 | 1.85% | +0.13% | -0.65% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | -1.74% | -4.33% | |
| 20 | AMAT | Applied Materials INC | 株式-IT | 1.15% | — | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | +0.38% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.39% | -0.04% | +6.73% | |
| 23 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.34% | — | -17.45% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 0.33% | — | -2.85% | |
| 25 | RFI | Cohen & Steers Tot Ret Rlty | 株式-その他 | 0.33% | — | +4.02% | |
| 26 | NTRL | First Trust Equity Market Ne | ETF-その他 | 0.30% | — | +4.23% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.30% | +0.03% | — | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.28% | — | -1.00% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.27% | — | +2.31% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | +0.03% | +10.71% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | — | — | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.20% | — | -3.98% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.19% | — | — | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.17% | — | +47.55% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.16% | — | +23.09% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.14% | — | -1.90% | |
| 37 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.13% | — | +17.94% | |
| 38 | CB | Chubb Limited | 株式-金融 | 0.12% | — | +0.16% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.12% | +1.42% | — | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.11% | — | — | |
| 41 | PLD | Prologis INC | 株式-不動産 | 0.11% | — | — | |
| 42 | CP | Canadian Pacific Kansas City | 株式-資本財 | 0.11% | — | — | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.10% | -0.03% | — | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.10% | — | — | |
| 45 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.10% | — | — | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.10% | — | +2.74% | |
| 47 | CERT | Certara INC | 株式-その他 | 0.09% | — | — | |
| 48 | TRHCEUR | Tabula Rasa Healthcare INC | 株式-その他 | 0.07% | — | — | |
| 49 | PFO | Flaherty & Crumrine P&i Opp | 株式-その他 | 0.04% | — | +1.17% | |
| 50 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.03% | — | +0.54% |