CIK: 0001767340
申告総資産額
$4.8億
上位200銘柄を表示中(全601銘柄)
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.73% | +0.90% | -6.90% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.43% | -0.93% | +31.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.23% | +0.01% | +9.57% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.07% | -0.07% | +7.25% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.80% | +0.33% | +7.77% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.65% | — | +7.43% | |
| 7 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.98% | — | +38.50% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.81% | -0.08% | +14.19% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.78% | +0.21% | +145.07% | |
| 10 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.28% | — | +10.13% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.94% | — | -20.62% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.86% | -0.02% | +4.83% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.78% | — | +3.54% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.70% | -1.21% | +7.80% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.58% | — | -5.48% | |
| 16 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.53% | — | +12.03% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.44% | — | -5.33% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.40% | — | +16.42% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.32% | -0.21% | +47.65% | |
| 20 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.27% | — | +2.11% | |
| 21 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 1.23% | — | +38.10% | |
| 22 | DUK | Duke Energy CORP | 株式-公益事業 | 1.19% | — | +0.94% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.17% | +0.01% | +10.47% | |
| 24 | RWX | State Street Spdr Dow Jones | ETF-その他 | 1.17% | — | +25.21% | |
| 25 | GWX | State Street Spdr S&p Intern | ETF-その他 | 1.11% | — | +7.75% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.09% | — | +4.75% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.97% | — | +4.09% | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.92% | +0.48% | -32.31% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.85% | — | +2399.11% | |
| 30 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.82% | — | +3.94% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.81% | — | — | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.81% | — | +1142100.00% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | -7.40% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.62% | +0.03% | -64.06% | |
| 35 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.61% | — | +75.05% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.57% | — | +7.33% | |
| 37 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.56% | — | +50.24% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.56% | — | +0.10% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.55% | — | +147.86% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.53% | -0.14% | -48.20% | |
| 41 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.53% | — | -5.50% | |
| 42 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.53% | — | +16.78% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | — | -13.06% | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.50% | — | +14300.00% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.49% | — | +0.09% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.48% | — | -4.36% | |
| 47 | CCI | Crown Castle INC | 株式-不動産 | 0.47% | — | -7.05% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.47% | — | +0.78% | |
| 49 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.45% | — | +12.04% | |
| 50 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.44% | — | +3.40% |