CIK: 0001719203
申告総資産額
$1.8億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 28.69% | — | +3.62% | |
| 2 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 7.68% | — | +30.41% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 7.51% | — | +4.57% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 7.04% | — | +45.67% | |
| 5 | BLDG | Cambria Global Real Estate | ETF-その他 | 3.45% | — | +3.26% | |
| 6 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.36% | — | -0.88% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.28% | — | +3.39% | |
| 8 | FINX | Global X Fintech ETF | ETF-テック型 | 3.05% | — | -0.73% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.99% | — | +8.26% | |
| 10 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 2.95% | — | +1.42% | |
| 11 | PAVE | Global X US Infrastructure | ETF-その他 | 2.68% | — | +115.61% | |
| 12 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 2.67% | — | -7.47% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.58% | — | -6.87% | |
| 14 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 2.41% | — | +36.59% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.30% | — | +6.02% | |
| 16 | LGIH | Lgi Homes INC | 株式-その他 | 1.73% | — | +0.33% | |
| 17 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 1.52% | — | +18.17% | |
| 18 | VNM | Vaneck Vietnam ETF | ETF-その他 | 1.48% | — | +2.71% | |
| 19 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.30% | — | +56.78% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.13% | — | +15.32% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.97% | — | -4.06% | |
| 22 | ARKK | Ark Innovation ETF | ETF-その他 | 0.97% | — | +1055.63% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.94% | — | +25.86% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.88% | — | — | |
| 25 | FTAIEUR | Fortress Transportation-cl A | 株式-その他 | 0.81% | — | +7.32% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | — | +1.88% | |
| 27 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.77% | — | — | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.75% | — | — | |
| 29 | ✓ | 株式-その他 | 0.55% | — | -13.59% | ||
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | — | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | -0.53% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.38% | — | +601.00% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | — | +12.20% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.29% | — | -4.16% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.26% | — | +0.29% | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.19% | — | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.19% | — | -5.38% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.15% | — | — |