CIK: 0001697729
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.75% | -5.81% | EXIT | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 4.15% | — | -3.56% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.22% | -4.90% | EXIT | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.83% | — | +22.26% | |
| 5 | ✓ | 株式-その他 | 2.66% | — | -57.37% | ||
| 6 | DSL | Doubleline Income Solutions | 株式-その他 | 2.59% | — | +23.71% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.98% | — | +15.86% | |
| 8 | T | At&t INC | 株式-通信サービス | 1.95% | — | -5.70% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.79% | -1.95% | EXIT | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 1.75% | -1.08% | EXIT | |
| 11 | IYF | Ishares US Financials ETF | ETF-その他 | 1.75% | — | +525.26% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.75% | — | +520.19% | |
| 13 | RXI | Ishares Global Consumer Disc | ETF-その他 | 1.74% | — | +493.87% | |
| 14 | FDMO | Fidelity Momentum Factor ETF | ETF-その他 | 1.60% | — | +132.71% | |
| 15 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.58% | -4.68% | EXIT | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.56% | — | +42.98% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.39% | — | +209.08% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | -0.87% | EXIT | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.26% | — | -9.14% | |
| 20 | PFO | Flaherty & Crumrine P&i Opp | 株式-その他 | 1.21% | — | +5.36% | |
| 21 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.20% | — | +78.60% | |
| 22 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.18% | — | -39.60% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.14% | — | +12.44% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.13% | — | +14.73% | |
| 25 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 1.09% | — | +61.73% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.07% | -0.64% | EXIT | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.01% | — | +12.68% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.94% | — | +622.48% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | -1.16% | EXIT | |
| 30 | OLED | Universal Display CORP | 株式-IT | 0.93% | — | — | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.92% | — | +37.52% | |
| 32 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.90% | — | +232.37% | |
| 33 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.87% | — | +216.64% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.79% | -0.99% | EXIT | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | — | +0.01% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | — | -4.18% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.70% | — | +7.34% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.69% | — | +3.68% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | -1.15% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | — | -2.97% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | — | +2.09% | |
| 42 | BGT | Blackrock Fltng Rt INC Tr | 株式-その他 | 0.59% | — | -12.80% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -1.71% | EXIT | |
| 44 | INTC | Intel CORP | 株式-IT | 0.58% | — | +36.93% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.53% | — | -11.75% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.50% | — | +3.20% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +1.90% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.46% | -0.49% | EXIT | |
| 49 | NNN | Nnn Reit INC | 株式-不動産 | 0.46% | — | +7.10% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.46% | — | +4.33% |