CIK: 0001694287
申告総資産額
$2.2億
| # | 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 | 19.06% | -0.37% | -4.81% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.23% | +0.20% | -4.88% | |
| 3 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 5.33% | — | +4.25% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 5.20% | -0.18% | -44.15% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.17% | +0.15% | +7.49% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 5.16% | +0.07% | -5.09% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.48% | +0.06% | -0.39% | |
| 8 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 3.41% | -0.25% | -17.90% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.26% | — | -2.21% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.89% | +0.02% | -2.01% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.38% | -0.09% | -0.17% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.22% | — | -2.40% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.01% | +0.02% | -2.18% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.72% | +0.03% | +0.05% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.41% | -0.04% | -5.03% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.40% | +0.08% | -1.00% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.32% | +0.07% | +0.39% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.15% | +0.27% | +309.43% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | -0.08% | -6.48% | |
| 20 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 0.95% | -0.15% | +4.65% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.91% | +0.02% | +0.48% | |
| 22 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.90% | — | +1.37% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.90% | -0.12% | +1.15% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.89% | — | +0.42% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.88% | -0.01% | +16.97% | |
| 26 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.85% | -0.13% | -0.21% | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.81% | -0.08% | -3.72% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.76% | +0.03% | -6.06% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.71% | -0.07% | -8.22% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.69% | — | +0.98% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.69% | -0.15% | -6.84% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | +0.02% | -10.98% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | +0.04% | -1.23% | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.41% | -0.05% | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | -20.80% | |
| 36 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.40% | +0.02% | -2.23% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.39% | — | +69.75% | |
| 38 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.39% | +0.01% | — | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.38% | — | -0.73% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.36% | +0.01% | -0.89% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.33% | +0.07% | -6.92% | |
| 42 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.32% | — | -6.35% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.30% | +0.03% | +0.38% | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.29% | +0.02% | +0.06% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.28% | +0.02% | +9.92% | |
| 46 | VOYA | Voya Financial, Inc. | 株式-金融 | 0.28% | — | +0.66% | |
| 47 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.27% | +0.03% | — | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.27% | — | +0.75% | |
| 49 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.27% | — | +0.07% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.25% | — | — |