CIK: 0001767989
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.01% | +1.15% | +6.59% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.25% | -0.53% | +3.14% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 8.15% | -0.55% | +1.54% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 7.49% | -0.24% | +2.58% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 7.26% | +0.24% | +24.95% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.77% | +0.15% | +26.98% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 6.44% | — | +2.52% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 6.40% | +0.08% | +22.96% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 5.49% | +1.56% | +60.79% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.57% | +0.03% | +25.79% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.46% | +0.06% | +27.16% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 3.23% | +0.09% | +26.76% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.94% | -0.22% | +3.67% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.30% | +0.04% | -17.54% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.23% | — | +0.02% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.16% | +1.75% | NEW | |
| 17 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.62% | — | +5.55% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.45% | — | -5.78% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.00% | — | +3.49% | |
| 20 | MBB | Ishares Mbs ETF | ETF-その他 | 0.80% | +0.02% | +33.75% | |
| 21 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.76% | — | -18.43% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | — | +11998.00% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.74% | -0.04% | +18.99% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.60% | — | +15.98% | |
| 25 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.56% | -0.09% | +2.97% | |
| 26 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.51% | — | -93.84% | |
| 27 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.38% | — | +5.29% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.36% | -0.04% | — | |
| 29 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.26% | — | +1.59% | |
| 30 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.18% | — | -66.58% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.17% | — | — | |
| 32 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.15% | — | — | |
| 33 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.13% | — | -2.53% | |
| 34 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.12% | — | -1.36% | |
| 35 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.11% | — | -8.20% | |
| 36 | IETC | Ishares U.s. Tech Independen | ETF-テック型 | 0.11% | -0.03% | — | |
| 37 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.11% | — | — | |
| 38 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.10% | — | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.10% | — | -14.83% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.10% | — | — | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.09% | -0.44% | +20.70% | |
| 42 | AAPL | Apple INC | 株式-IT | 0.08% | — | +3.12% | |
| 43 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.07% | — | -1.80% | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.07% | — | +0.12% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.06% | -0.05% | +0.38% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.06% | — | +1858.73% | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.05% | — | +8.44% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.05% | — | +0.31% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.05% | — | -46.23% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.04% | — | -0.10% |