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 | 7.71% | — | -33.08% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.38% | — | -15.22% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.47% | — | -16.76% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.41% | — | -17.04% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.98% | — | -13.72% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.18% | — | -19.82% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.94% | -0.03% | -17.53% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.67% | — | -28.76% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.45% | — | -22.05% | |
| 10 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 2.24% | +1.08% | -1.44% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 2.10% | -0.05% | -18.10% | |
| 12 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 2.04% | +0.03% | +6.25% | |
| 13 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.93% | — | +1.21% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.89% | +1.92% | -15.75% | |
| 15 | ENB | Enbridge INC | 株式-エネルギー | 1.55% | +0.01% | -1.00% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.54% | — | -16.02% | |
| 17 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.49% | — | -30.80% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.49% | +0.11% | -19.59% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | -0.01% | -21.49% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.37% | — | -3.15% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.34% | +0.14% | -11.31% | |
| 22 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.32% | +0.90% | -17.03% | |
| 23 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 1.31% | — | -5.00% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | +0.05% | -37.09% | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 1.18% | -1.02% | EXIT | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.05% | -0.03% | -0.14% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.03% | — | -15.95% | |
| 28 | WELL | Welltower INC | 株式-不動産 | 1.02% | -1.15% | -3.80% | |
| 29 | D | Dominion Energy INC | 株式-公益事業 | 0.95% | -1.74% | +2.12% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.95% | -0.37% | — | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.92% | — | -32.50% | |
| 32 | VTR | Ventas INC | 株式-不動産 | 0.91% | -0.91% | +11.67% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 0.89% | — | -1.07% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.88% | +0.03% | -22.49% | |
| 35 | AEP | American Electric Power | 株式-公益事業 | 0.86% | -0.15% | -5.01% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.85% | +0.16% | -10.53% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.83% | — | -25.76% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.81% | — | -39.42% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.81% | +1.23% | +3.22% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | -0.30% | +7.46% | |
| 41 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.78% | +0.08% | +2.89% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.77% | +0.05% | -4.15% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.76% | — | -40.40% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | +0.34% | -8.92% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | -0.25% | -6.15% | |
| 46 | PPL | Ppl CORP | 株式-公益事業 | 0.66% | -1.10% | EXIT | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | -38.75% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.60% | — | -67.19% | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.59% | -0.03% | +0.42% | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.59% | — | -38.81% |