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 | 7.34% | — | +2.45% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.21% | — | +6.13% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.33% | — | +4.21% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.09% | — | -0.02% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.84% | — | — | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.68% | — | +1.91% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.02% | — | +2.57% | |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.74% | -0.03% | +2.68% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.47% | — | +1.49% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.36% | — | +5.98% | |
| 11 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 2.18% | +0.03% | +17.27% | |
| 12 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 2.03% | +1.08% | +1.38% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.89% | -0.05% | +3.82% | |
| 14 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.82% | — | +5.38% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.79% | +1.92% | +1.45% | |
| 16 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.47% | — | +3.72% | |
| 17 | ENB | Enbridge INC | 株式-エネルギー | 1.43% | +0.01% | +3.51% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 1.42% | — | +0.14% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.42% | +0.11% | +0.75% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.36% | — | +1.45% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | -0.01% | +1.68% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | +0.05% | +13.44% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.23% | +0.14% | +0.49% | |
| 24 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.23% | +0.90% | +12.30% | |
| 25 | T | At&t INC | 株式-通信サービス | 1.22% | +1.23% | +57.55% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.18% | -1.02% | EXIT | |
| 27 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 1.17% | — | -1.88% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.00% | -0.03% | +0.72% | |
| 29 | WELL | Welltower INC | 株式-不動産 | 0.98% | -1.15% | +2.20% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.97% | — | +1.10% | |
| 31 | VTR | Ventas INC | 株式-不動産 | 0.95% | -0.91% | +8.47% | |
| 32 | D | Dominion Energy INC | 株式-公益事業 | 0.91% | -1.74% | +5.21% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.90% | -1.00% | — | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.88% | — | +1.73% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.86% | +0.03% | +13.16% | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.85% | — | -0.32% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.82% | — | +5.40% | |
| 38 | AEP | American Electric Power | 株式-公益事業 | 0.78% | -0.15% | -3.46% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.76% | — | -0.51% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.72% | -0.37% | — | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.72% | +0.16% | +13.49% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | +0.34% | +4.40% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | -0.30% | +3.06% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.67% | — | -2.94% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.66% | +0.08% | +2.46% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.65% | +0.05% | +5.43% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | +2.17% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.63% | — | +14.54% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | -0.25% | -0.54% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | +0.08% | +3.93% |