CIK: 0001633903
申告総資産額
$3.3億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 29.38% | — | +4.96% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 10.45% | — | -2.22% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 9.23% | — | -56.11% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 8.76% | — | — | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-その他 | 8.72% | — | — | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 6.00% | — | +3.72% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.97% | — | -0.29% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.37% | — | — | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.98% | — | — | |
| 10 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.90% | — | -80.41% | |
| 11 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.52% | — | -5.91% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.51% | — | — | |
| 13 | IDV | Ishares International Select | ETF-その他 | 1.45% | — | — | |
| 14 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 1.19% | — | -87.07% | |
| 15 | PBP | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 1.12% | — | — | |
| 16 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.08% | — | — | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.03% | — | — | |
| 18 | ✓ | Spdr Bloomberg Barclays High Y | 株式-その他 | 0.97% | — | — | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.84% | — | -3.73% | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.58% | — | — | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.52% | — | +158.88% | |
| 22 | IFGL | Ishares International Develo | ETF-その他 | 0.51% | — | — | |
| 23 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.43% | — | -94.83% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.36% | — | -7.62% | |
| 25 | ✓ | Eaton Vance Tax Mgd Buy Write Opp (etv) | 株式-その他 | 0.10% | — | — | |
| 26 | IQLT | Ishares Msci International Q | ETF-その他 | 0.04% | — | -94.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +9.8% | +4.96% | 増加 |
| 2 | USMV | Ishares Msci USA Min Vol Fac | +2.4% | -2.22% | 減少 |
| 3 | ICSH | Ishares Ultra Short Duration | +1.8% | — | 変化なし |
| 4 | LMBS | First Trust Low Duration Opp | +1.7% | — | 変化なし |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | +1.7% | +3.72% | 増加 |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +1% | -0.29% | 減少 |
| 7 | BSV | Vanguard Short-term Bond ETF | +0.9% | — | 変化なし |
| 8 | VNQ | Vanguard Real Estate ETF | +0.8% | — | 変化なし |
| 9 | IDV | Ishares International Select | +0.5% | — | 変化なし |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.4% | — | 変化なし |
| 11 | QUAL | Ishares Msci USA Quality Fac | +0.4% | +158.88% | 増加 |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.4% | -5.91% | 減少 |
| 13 | PBP | Invesco S&p 500 Buywrite ETF | +0.3% | — | 変化なし |
| 14 | FPE | Ft-preferred Secur & INC ETF | +0.3% | — | 変化なし |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | +0.2% | — | 変化なし |
| 16 | ✓ | Spdr Bloomberg Barclays High Y | +0.2% | — | 変化なし |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | -3.73% | 減少 |
| 18 | IFGL | Ishares International Develo | +0.2% | — | 変化なし |
| 19 | IYR | Ishares US Real Estate ETF | +0.2% | — | 変化なし |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | -7.62% | 減少 |
| 21 | ✓ | Eaton Vance Tax Mgd Buy Write Opp (etv) | 0% | — | 変化なし |
| 22 | IQLT | Ishares Msci International Q | -0.5% | -94.95% | 減少 |
| 23 | IXUS | Ishares Core Intl Stock ETF | -5.4% | -56.11% | 減少 |
| 24 | ✓ | State Street SPDR S&P 500 ETF Trust | -5.4% | -87.07% | 減少 |
| 25 | IGLB | Ishares 10+ Year Inv Gr CORP | -5.6% | -80.41% | 減少 |
| 26 | VCLT | Vanguard Long-term CORP Bond | -5.9% | -94.83% | 減少 |
| 27 | AMLP | Alerian Mlp ETF | — | EXIT | 全売却 |