CIK: 0001600944
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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 29.74% | -1.27% | +0.15% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 15.12% | +0.27% | +1.78% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 7.08% | — | +3.71% | |
| 4 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 6.55% | +0.03% | +3.39% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.44% | -0.45% | -0.67% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.85% | +0.12% | +0.39% | |
| 7 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 3.41% | +0.10% | +2.24% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.24% | — | +0.33% | |
| 9 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 2.98% | -0.30% | +199.26% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.95% | -0.40% | -0.43% | |
| 11 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.84% | -0.03% | +4.89% | |
| 12 | UBER | Uber Technologies INC | 株式-資本財 | 1.58% | -0.13% | -6.04% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | -0.08% | -2.32% | |
| 14 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 1.34% | — | +3.32% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.31% | -0.13% | +1.34% | |
| 16 | SPG | Simon Property Group INC | 株式-不動産 | 1.29% | +0.02% | — | |
| 17 | SCHW 6 PERP C | Charles Schwab CORP | 株式-金融 | 1.28% | — | +0.05% | |
| 18 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.15% | — | +0.65% | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 0.97% | — | +4.09% | |
| 20 | CCI | Crown Castle INC | 株式-不動産 | 0.94% | — | +2.75% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.82% | +0.90% | -7.77% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.10% | -2.64% | |
| 23 | COP | Conocophillips | 株式-エネルギー | 0.38% | +0.10% | — | |
| 24 | KVUE 5.5 03-22-25 144A | Kenvue INC | 株式-生活必需品 | 0.37% | — | +15.85% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | -0.05% | — | |
| 26 | FXC | Invesco Currencyshares Canad | ETF-その他 | 0.26% | — | -35.91% | |
| 27 | PSX | Phillips 66 | 株式-エネルギー | 0.25% | +0.07% | — | |
| 28 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.21% | — | — | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.21% | +0.06% | — | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.19% | +0.02% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.17% | +0.01% | -0.32% | |
| 32 | ✓ | 株式-その他 | 0.16% | — | -1.84% | ||
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.15% | +0.02% | -2.19% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.13% | -0.01% | — | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.12% | +0.01% | — | |
| 36 | CHI | Calamos Convert Opport & INC | 株式-その他 | 0.12% | +0.01% | -2.31% |