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 | MSFT | Microsoft CORP | 株式-IT | 2.86% | -0.66% | -9.13% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.71% | -0.61% | -12.38% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.64% | — | -6.95% | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 2.51% | — | -1.40% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.40% | -0.70% | -6.78% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.32% | -0.11% | +0.81% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.97% | — | -0.23% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.64% | — | -14.79% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.57% | — | -7.36% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.37% | -0.22% | -9.25% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.34% | — | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.34% | — | +5.80% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.32% | — | -6.44% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.26% | +0.39% | +56.95% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.18% | +0.44% | -4.92% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.15% | -0.25% | -9.21% | |
| 17 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.14% | — | -0.37% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.13% | — | +1.19% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.12% | +1.91% | +12.43% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.12% | -0.19% | -2.96% | |
| 21 | CRM | Salesforce INC | 株式-IT | 1.02% | -0.19% | -8.85% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | +0.21% | +10.40% | |
| 23 | ✓ | Rose Hurt Jv LLC | 株式-その他 | 0.98% | — | — | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.96% | -0.62% | -54.18% | |
| 25 | HUM | Humana INC | 株式-ヘルスケア | 0.96% | — | +6.82% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | — | -13.02% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.91% | -0.19% | -5.33% | |
| 28 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.90% | — | -6.87% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.90% | -0.16% | -1.97% | |
| 30 | ✓ | Roger Lowery Development | 株式-その他 | 0.89% | — | — | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | — | +88.70% | |
| 32 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.84% | — | +7.01% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.84% | -0.19% | -10.20% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.18% | -2.54% | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.81% | — | -5.79% | |
| 36 | ✓ | Oxford Property Concepts | 株式-その他 | 0.78% | — | — | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.77% | — | -5.35% | |
| 38 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.75% | — | +2.16% | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.75% | — | +12.70% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.75% | — | -1.41% | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.74% | — | -1.88% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.71% | — | -13.66% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.71% | — | -14.45% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.69% | — | -18.30% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | -0.59% | -16.89% | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.68% | — | +16.62% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.67% | +0.79% | +43.07% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.11% | +7.53% | |
| 49 | APO | Apollo Global Management INC | 株式-金融 | 0.62% | -0.13% | -5.32% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | — | -8.31% |