CIK: 0001767989
申告総資産額
$3.9億
上位200銘柄を表示中(全410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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.09% | -0.53% | +12.55% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 7.14% | -0.24% | +9.48% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 6.96% | -0.55% | +11.14% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.89% | +0.24% | +6.36% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.18% | +0.15% | +7.04% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.37% | +0.03% | +6.65% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.21% | +0.06% | +4.73% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.84% | +1.15% | +55.25% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.82% | +0.09% | +5.21% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.71% | — | -5.60% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.26% | — | -2.06% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.26% | -0.22% | +13.41% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.03% | — | +8.44% | |
| 14 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.84% | — | +23.24% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.67% | — | +21.81% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.60% | +1.56% | +126.20% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.46% | — | +12.02% | |
| 18 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.40% | — | — | |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.38% | — | -1.16% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.36% | — | -12.18% | |
| 21 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.24% | — | +0.07% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.05% | — | +74.60% | |
| 23 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.95% | — | +52.15% | |
| 24 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.91% | — | +1.11% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.91% | — | +22.07% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.90% | — | -26.46% | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.87% | — | +37.31% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.87% | -0.16% | +80.98% | |
| 29 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.69% | — | -10.69% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.65% | — | -28.08% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.63% | — | +93.82% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.59% | — | -25.00% | |
| 33 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.57% | — | -0.21% | |
| 34 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.55% | — | +33.89% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.53% | — | -38.89% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.52% | — | +4.71% | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.47% | — | +1.02% | |
| 38 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.42% | — | -6.87% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.40% | — | +83.91% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | -1.08% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.39% | — | +7.35% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.37% | — | +597.44% | |
| 43 | MBB | Ishares Mbs ETF | ETF-その他 | 0.37% | +0.02% | +674.40% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.36% | — | +83.47% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.36% | — | -0.48% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.36% | — | +1.10% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.34% | — | — | |
| 48 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.34% | — | -10.48% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.33% | — | -0.43% | |
| 50 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.32% | — | -11.18% |