CIK: 0001632539
申告総資産額
$102.6万
| # | 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 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 5.88% | -2.17% | EXIT | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 5.41% | -4.67% | EXIT | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.19% | -4.60% | EXIT | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.07% | -0.95% | EXIT | |
| 5 | AAPL | Apple INC | 株式-IT | 2.82% | -3.07% | EXIT | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.57% | -1.71% | EXIT | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.46% | -1.81% | EXIT | |
| 8 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.21% | -1.64% | EXIT | |
| 9 | PFN | Pimco Income Strategy Fd Ii | 株式-その他 | 2.17% | -1.31% | EXIT | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.01% | -1.04% | EXIT | |
| 11 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.82% | -2.71% | EXIT | |
| 12 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.73% | -2.70% | EXIT | |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.68% | — | +155.74% | |
| 14 | AGNC | Agnc Investment CORP | 株式-不動産 | 1.64% | -0.73% | EXIT | |
| 15 | JPC | Nuveen Prefered & Income Opp | 株式-その他 | 1.59% | -0.94% | EXIT | |
| 16 | PIM | Putnam Master Intrm INC Tr | 株式-その他 | 1.59% | -1.27% | EXIT | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.40% | -0.73% | EXIT | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.31% | — | +75.59% | |
| 19 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.30% | -2.54% | EXIT | |
| 20 | VMO | Invesco Municipal Opport | 株式-その他 | 1.27% | -1.15% | EXIT | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.25% | -1.36% | EXIT | |
| 22 | BHK | Blackrock Core Bond Trust | 株式-その他 | 1.24% | — | +48.47% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | -1.28% | EXIT | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.10% | -0.97% | EXIT | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 1.07% | -0.87% | EXIT | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | -0.88% | EXIT | |
| 27 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.99% | -1.90% | EXIT | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 0.98% | -0.75% | EXIT | |
| 29 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.95% | — | +32.07% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.93% | -1.47% | EXIT | |
| 31 | BBN | Blackrock Taxable Muni Bnd | 株式-その他 | 0.86% | — | +45.30% | |
| 32 | BTZ | Blackrock Credit Allocation | 株式-その他 | 0.86% | -0.73% | EXIT | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.85% | -0.68% | EXIT | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.84% | -0.80% | EXIT | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.83% | — | +154.29% | |
| 36 | JHI | John Hancock Investors Tr | 株式-その他 | 0.82% | — | — | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.82% | -2.63% | EXIT | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.82% | — | +321350.00% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | +6535.71% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.81% | -0.87% | EXIT | |
| 41 | AEP | American Electric Power | 株式-公益事業 | 0.79% | — | +20.56% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | +483.50% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | -0.71% | EXIT | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.76% | — | +13.68% | |
| 45 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 0.75% | -0.84% | EXIT | |
| 46 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.73% | — | +5.99% | |
| 47 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 0.72% | -0.85% | EXIT | |
| 48 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 0.70% | -0.85% | EXIT | |
| 49 | DUK | Duke Energy CORP | 株式-公益事業 | 0.70% | — | +31.71% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | -1.21% | EXIT |