CIK: 0001697796
申告総資産額
$3.9億
| # | 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 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 14.78% | — | +4.07% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 8.22% | — | +3.73% | |
| 3 | PFF | Ishares Preferred & Income S | ETF-その他 | 7.00% | — | +5.50% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.19% | -0.37% | +6.41% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.42% | -0.11% | +6.53% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 4.99% | — | +5.12% | |
| 7 | VNLA | Janus Henderson Short Durati | ETF-その他 | 4.17% | — | +7.14% | |
| 8 | UPS | United Parcel Service, Inc. | 株式-資本財 | 4.03% | — | +9.54% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.56% | -0.72% | +10.55% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.53% | — | +5.28% | |
| 11 | GWX | State Street Spdr S&p Intern | ETF-その他 | 2.18% | — | +2.84% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.10% | — | +4.38% | |
| 13 | XLE | Ss Energy Select Sector | ETF-その他 | 2.05% | +0.27% | NEW | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.95% | — | +11.66% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.77% | -0.03% | +5.18% | |
| 16 | ✓ | Powershs Db Multi Sect Comm | 株式-その他 | 1.70% | — | +4.13% | |
| 17 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 1.69% | — | +0.16% | |
| 18 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.49% | — | +7.29% | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 1.43% | -0.07% | +5.71% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.40% | +0.09% | +5.35% | |
| 21 | XLB | Ss Materials Select Sector | ETF-その他 | 1.34% | — | +8.61% | |
| 22 | BP | Bp Plc-spons Adr | 株式-エネルギー | 1.24% | — | +13.60% | |
| 23 | VDE | Vanguard Energy ETF | ETF-その他 | 1.21% | — | +6.23% | |
| 24 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.06% | — | +4.68% | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 1.04% | -0.04% | +5.31% | |
| 26 | COP | Conocophillips | 株式-エネルギー | 1.02% | — | +4.37% | |
| 27 | IEZ | Ishares U.s. Oil Equipment & | ETF-その他 | 0.97% | — | +3.87% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | -0.71% | — | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.92% | — | -3.93% | |
| 30 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.85% | — | +2.08% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | — | +409.15% | |
| 32 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 0.68% | — | +12.50% | |
| 33 | MO | Altria Group INC | 株式-生活必需品 | 0.65% | +0.08% | +32.12% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | +5.33% | |
| 35 | XESUSD | Spdr Oil & Gas Equip & Serv | ETF-その他 | 0.47% | — | +10.20% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.44% | — | +1.64% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.33% | — | — | |
| 38 | AXP | American Express Co | 株式-金融 | 0.33% | -0.24% | +1.25% | |
| 39 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.32% | — | +4.13% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.32% | — | +0.32% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.30% | +0.63% | +6.65% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.25% | — | +0.03% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.23% | — | +12.45% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | +0.06% | — | |
| 45 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.23% | — | +14.87% | |
| 46 | VLO | Valero Energy CORP | 株式-エネルギー | 0.22% | +0.70% | +8.43% | |
| 47 | HAL | Halliburton Co | 株式-エネルギー | 0.22% | — | +5.05% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | -0.07% | — | |
| 49 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.20% | — | +10.61% | |
| 50 | EWA | Ishares Msci Australia ETF | ETF-その他 | 0.20% | — | +1.66% |