CIK: 0001732007
申告総資産額
$2.0億
| # | 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 | HDV | Ishares Core High Dividend E | ETF-その他 | 14.57% | — | +7.41% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.45% | — | +0.92% | |
| 3 | VNLA | Janus Henderson Short Durati | ETF-その他 | 5.40% | — | -0.52% | |
| 4 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 5.15% | — | +6.75% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.12% | — | +5.43% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.95% | — | -0.79% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.54% | — | -1.81% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.50% | — | +5.63% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.62% | — | +11.97% | |
| 10 | AIA | Ishares Asia 50 ETF | ETF-その他 | 2.50% | — | +6.83% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 2.25% | — | +0.79% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.13% | — | +10.07% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.79% | — | +11.22% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.57% | — | -0.68% | |
| 15 | WFC | Wells Fargo & Co | 株式-金融 | 1.49% | — | -1.32% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.25% | — | — | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | — | — | |
| 18 | CHW | Calamos Global Dynamic Incom | 株式-その他 | 1.08% | — | +6.53% | |
| 19 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 1.00% | — | — | |
| 20 | MDIV | Ft Multi-asset Divers INC | ETF-その他 | 0.95% | — | +1.89% | |
| 21 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.92% | — | +3.38% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | — | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | — | +0.45% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | +1.81% | |
| 25 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.78% | — | +9.27% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.76% | — | +5.71% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | -10.57% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.71% | — | +20.58% | |
| 29 | FNY | First Trust Mid Cap Growth | ETF-その他 | 0.66% | — | -0.45% | |
| 30 | USA | Liberty All Star Equity Fund | 株式-その他 | 0.64% | — | +6.89% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | +3.33% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | — | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.55% | — | +8.54% | |
| 34 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.54% | — | +100.00% | |
| 35 | CLX | Clorox Company | 株式-生活必需品 | 0.54% | — | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | -2.32% | |
| 37 | BND | Vanguard Total Bond Market | ETF-その他 | 0.49% | — | -7.79% | |
| 38 | SRE | Sempra | 株式-公益事業 | 0.49% | — | — | |
| 39 | XLGIX | Lazard Glbl Ttl Rtrn & INC | 株式-その他 | 0.49% | — | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | -11.03% | |
| 41 | PCG | P G & E CORP | 株式-公益事業 | 0.44% | — | — | |
| 42 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.44% | — | -9.24% | |
| 43 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.44% | — | -6.65% | |
| 44 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.43% | — | +1.01% | |
| 45 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 0.43% | — | — | |
| 46 | INTC | Intel CORP | 株式-IT | 0.41% | — | +2.54% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.40% | — | — | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | — | +2.53% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.39% | — | -11.12% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | — | -2.58% |