CIK: 0001656167
申告総資産額
$1.4億
| # | 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 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.09% | — | +14.14% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.88% | -0.61% | -0.25% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.55% | -0.66% | +8.94% | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 2.43% | — | +13.75% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.29% | -0.70% | -0.35% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.85% | — | -3.80% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.79% | -0.62% | — | |
| 8 | AAPL | Apple INC | 株式-IT | 1.77% | -0.11% | +31.28% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.75% | — | — | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.60% | — | +2.30% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.36% | — | +2.66% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.36% | -0.22% | +0.22% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.23% | +0.44% | -4.63% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.20% | -0.25% | -0.60% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.20% | — | +0.44% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.12% | — | +8.71% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | — | +5.53% | |
| 18 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.10% | — | — | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.09% | -0.30% | -0.68% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.07% | -0.19% | -0.29% | |
| 21 | URTH | Ishares Msci World ETF | ETF-その他 | 1.06% | — | — | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.02% | — | — | |
| 23 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.97% | — | -21.47% | |
| 24 | ✓ | Rose Hurt Jv LLC | 株式-その他 | 0.96% | — | — | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.93% | -0.19% | — | |
| 26 | HUM | Humana INC | 株式-ヘルスケア | 0.92% | — | +11.16% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | +1.91% | +30.69% | |
| 28 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.91% | — | +9.30% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.21% | -20.10% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.88% | -0.19% | +0.14% | |
| 31 | ✓ | Roger Lowery Development | 株式-その他 | 0.86% | — | — | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.85% | — | +10.94% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.84% | -0.59% | -11.52% | |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.82% | — | +0.43% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.82% | -0.16% | — | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.80% | — | — | |
| 37 | T | At&t INC | 株式-通信サービス | 0.77% | — | +13.34% | |
| 38 | ✓ | Oxford Property Concepts | 株式-その他 | 0.76% | — | — | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.76% | +0.39% | +117.93% | |
| 40 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.75% | — | -6.75% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.75% | — | +3.92% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.74% | — | +12.75% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.72% | -0.19% | +36.08% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.71% | — | -4.54% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.18% | +18.78% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.69% | — | — | |
| 47 | DE | Deere & Co | 株式-資本財 | 0.68% | — | -20.62% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | +22.32% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | — | +0.17% | |
| 50 | APO | Apollo Global Management INC | 株式-金融 | 0.64% | -0.13% | +12.76% |