CIK: 0001730971
申告総資産額
$4372.6万
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.78% | — | -8.51% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.33% | — | +11.41% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.21% | — | -0.03% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.13% | — | -4.56% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.98% | — | -8.44% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.89% | — | +19.52% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.95% | — | -14.74% | |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.85% | -0.03% | +15.31% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.83% | — | -11.79% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.45% | — | +1.43% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 2.10% | -0.05% | +2.53% | |
| 12 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.77% | +1.08% | +1.37% | |
| 13 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.72% | — | -2.08% | |
| 14 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.63% | — | +70.30% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.60% | +1.92% | +6.38% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.55% | — | -5.25% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.54% | — | -2.22% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | -0.01% | +0.73% | |
| 19 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 1.48% | +0.03% | +60.63% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.41% | +0.11% | +0.40% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | +0.05% | +40.66% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.21% | — | +5.75% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.20% | +0.90% | +1.91% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.17% | +0.14% | -0.22% | |
| 25 | ENB | Enbridge INC | 株式-エネルギー | 1.15% | +0.01% | +51.97% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.12% | — | +3.02% | |
| 27 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 1.08% | — | -2.07% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 1.00% | +0.03% | +1.36% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.99% | -1.02% | EXIT | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.97% | — | -5.37% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.95% | — | -2.36% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.93% | — | -6.96% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.85% | — | -18.52% | |
| 34 | WELL | Welltower INC | 株式-不動産 | 0.82% | -1.15% | +2.67% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.81% | -0.03% | +4.62% | |
| 36 | D | Dominion Energy INC | 株式-公益事業 | 0.75% | -1.74% | +4.66% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | — | -3.31% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.73% | — | -6.33% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | +0.34% | +3.97% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.73% | -1.00% | — | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.73% | -0.37% | — | |
| 42 | MO | Altria Group INC | 株式-生活必需品 | 0.71% | +0.16% | +27.61% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | -2.79% | |
| 44 | AEP | American Electric Power | 株式-公益事業 | 0.70% | -0.15% | -0.82% | |
| 45 | CME | Cme Group INC | 株式-金融 | 0.69% | — | — | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | — | -5.22% | |
| 47 | SO | Southern Co/the | 株式-公益事業 | 0.66% | — | -0.18% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | +0.08% | -2.51% | |
| 49 | VTR | Ventas INC | 株式-不動産 | 0.65% | -0.91% | +3.22% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.64% | — | -4.34% |