CIK: 0001653253
申告総資産額
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| # | 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 | BIV | Vanguard Intermediate-term B | ETF-その他 | 30.03% | — | +1.08% | |
| 2 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 17.75% | — | -0.04% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 14.22% | — | +101.33% | |
| 4 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 7.56% | — | +0.18% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.93% | — | — | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 5.46% | — | — | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 5.44% | — | — | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.10% | — | +2943.27% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.96% | -0.90% | EXIT | |
| 10 | REET | Ishares Global Reit ETF | ETF-その他 | 2.28% | — | — | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.39% | — | — | |
| 12 | ✓ | Altria Group, Inc. | 株式-その他 | 0.38% | — | — | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.26% | — | — | |
| 14 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.19% | — | -3.12% | |
| 15 | PM | Philip Morris International | 株式-生活必需品 | 0.16% | — | — | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.14% | — | — | |
| 17 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.11% | — | — | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.09% | — | +40.00% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.09% | — | — | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.08% | — | — | |
| 21 | ED | Consolidated Edison INC | 株式-公益事業 | 0.08% | — | — | |
| 22 | SO | Southern Co/the | 株式-公益事業 | 0.08% | — | — | |
| 23 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.08% | -0.05% | EXIT | |
| 24 | INTC | Intel CORP | 株式-IT | 0.07% | — | — | |
| 25 | ✓ | AT & T, Inc. New | 株式-その他 | 0.06% | — | -68.89% | |
| 26 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.06% | — | -50.00% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.06% | -0.28% | EXIT | |
| 28 | ✓ | Vanguard Scottsdale Fds | 株式-その他 | 0.06% | — | — | |
| 29 | ✓ | Alphabet Inc. | 株式-その他 | 0.05% | -0.10% | EXIT | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.05% | — | -3.63% | |
| 31 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.05% | — | — | |
| 32 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.04% | — | — | |
| 33 | ✓ | PPL Corporation | 株式-その他 | 0.04% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.04% | — | — | |
| 35 | ✓ | Dominion Energy, Inc. | 株式-その他 | 0.04% | — | — | |
| 36 | SYY | Sysco CORP | 株式-生活必需品 | 0.03% | — | — | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.03% | — | — | |
| 38 | ALL | Allstate CORP | 株式-金融 | 0.03% | — | — | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.03% | — | — | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.03% | — | — | |
| 41 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.03% | — | — | |
| 42 | ✓ | Oracle Corporation | 株式-その他 | 0.02% | -0.05% | EXIT | |
| 43 | ✓ | 3m Co | 株式-その他 | 0.02% | — | — | |
| 44 | PNC | Pnc Financial Services Group | 株式-金融 | 0.02% | — | -68.96% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.01% | — | -6.54% | |
| 46 | PRU | Prudential Financial INC | 株式-金融 | 0.01% | — | — | |
| 47 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.01% | — | — | |
| 48 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.01% | — | — | |
| 49 | MS | Morgan Stanley | 株式-金融 | 0.01% | — | — | |
| 50 | ✓ | Verizon Communications Inc. | 株式-その他 | 0.01% | — | -91.29% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +5.2% | +101.33% | 増加 |
| 2 | VNQ | Vanguard Real Estate ETF | +3.9% | +2943.27% | 増加 |
| 3 | EEM | Ishares Msci Emerging Market | 0% | +40.00% | 増加 |
| 4 | PNC | Pnc Financial Services Group | 0% | -68.96% | 減少 |
| 5 | O | Realty Income CORP | -0.1% | -83.09% | 減少 |
| 6 | AAPL | Apple INC | -0.1% | -74.44% | 減少 |
| 7 | KO | Coca-cola Co/the | -0.1% | — | 変化なし |
| 8 | CL | Colgate-palmolive Co | -0.1% | -50.00% | 減少 |
| 9 | ✓ | Alphabet Inc. | -0.1% | -55.03% | 減少 |
| 10 | ✓ | Altria Group, Inc. | -0.1% | — | 変化なし |
| 11 | ✓ | Verizon Communications Inc. | -0.2% | -91.29% | 減少 |
| 12 | ✓ | AT & T, Inc. New | -0.2% | -68.89% | 減少 |
| 13 | VGLT | Vanguard Long-term Treasury | -2.1% | +0.18% | 増加 |
| 14 | VYM | Vanguard High Dvd Yield ETF | -3.6% | -31.49% | 減少 |
| 15 | BLV | Vanguard Long-term Bond ETF | -5% | -0.04% | 減少 |
| 16 | BIV | Vanguard Intermediate-term B | -8.8% | +1.08% | 増加 |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | 新規購入 |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | — | NEW | 新規購入 |
| 19 | PFF | Ishares Preferred & Income S | — | NEW | 新規購入 |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | 全売却 |
| 21 | REET | Ishares Global Reit ETF | — | NEW | 新規購入 |
| 22 | ✓ | Exxon Mobil Corporation | — | EXIT | 全売却 |
| 23 | XOM | Exxon Mobil CORP | — | NEW | 新規購入 |
| 24 | TJX | Tjx Companies INC | — | EXIT | 全売却 |
| 25 | ✓ | Vanguard Scottsdale Fds | — | NEW | 新規購入 |
| 26 | PSA | Public Storage | — | EXIT | 全売却 |
| 27 | ✓ | Waste Management, Inc. | — | EXIT | 全売却 |
| 28 | ✓ | PPL Corporation | — | NEW | 新規購入 |
| 29 | D | Dominion Energy INC | — | EXIT | 全売却 |
| 30 | PPL | Ppl CORP | — | EXIT | 全売却 |
| 31 | WY | Weyerhaeuser Co | — | EXIT | 全売却 |
| 32 | ✓ | Dominion Energy, Inc. | — | NEW | 新規購入 |
| 33 | PEG | Public Service Enterprise Gp | — | EXIT | 全売却 |
| 34 | ALL | Allstate CORP | — | NEW | 新規購入 |
| 35 | WM | Waste Management INC | — | NEW | 新規購入 |
| 36 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 37 | MMM | 3m Co | — | EXIT | 全売却 |
| 38 | ✓ | 3m Co | — | NEW | 新規購入 |
| 39 | HDV | Ishares Core High Dividend E | — | NEW | 新規購入 |
| 40 | BKNG | Booking Hldgs INC | — | EXIT | 全売却 |
| 41 | ✓ | Public Storage INC Com | — | NEW | 新規購入 |
| 42 | VIRC | Virco Mfg Corporation | — | EXIT | 全売却 |
| 43 | CMCSA | Comcast Corp-class A | — | EXIT | 全売却 |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 45 | ✓ | Comcast Corporation | — | NEW | 新規購入 |
| 46 | ✓ | State Street SPDR S&P 500 ETF Trust | — | NEW | 新規購入 |
| 47 | ✓ | Merck & Co., Inc. | — | NEW | 新規購入 |
| 48 | BP | Bp Plc-spons Adr | — | EXIT | 全売却 |
| 49 | MRK | Merck & Co. INC. | — | EXIT | 全売却 |
| 50 | ✓ | Chubb Limited | — | NEW | 新規購入 |