CIK: 0001697303
申告総資産額
$3.5億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.97% | -0.01% | +21.30% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.66% | +0.93% | +1.66% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.59% | -1.55% | +0.87% | |
| 4 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 6.10% | -1.12% | -0.63% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.33% | +0.23% | -14.73% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 4.55% | -0.56% | +0.20% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.01% | -0.15% | +1.61% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.98% | +0.45% | -2.71% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.94% | +0.54% | -2.56% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.87% | +1.17% | +2.09% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.44% | -0.95% | -32.81% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.25% | +0.05% | +1.91% | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.04% | +0.15% | -2.82% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.92% | -1.64% | +1.80% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.85% | +1.92% | +0.88% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.73% | +0.58% | +0.33% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.72% | +0.16% | +5.25% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.50% | +0.44% | +5.35% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.47% | -0.47% | +0.10% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.37% | -47.58% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.37% | -0.18% | -35.50% | |
| 22 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.36% | — | -1.32% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.35% | -0.16% | -26.69% | |
| 24 | INTF | Ishares International Equity | ETF-その他 | 1.21% | +0.46% | +1.71% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.12% | — | +3.67% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.01% | -0.22% | -6.21% | |
| 27 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 1.01% | +0.26% | -2.08% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.92% | -0.92% | EXIT | |
| 29 | CCJ | Cameco CORP | 株式-エネルギー | 0.81% | +0.13% | +0.03% | |
| 30 | PAAS | Pan American Silver CORP | 株式-素材 | 0.78% | — | +0.08% | |
| 31 | APO | Apollo Global Management INC | 株式-金融 | 0.78% | -0.20% | -2.48% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | — | -60.86% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.70% | +0.04% | +3.33% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | — | +0.22% | |
| 35 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.67% | +0.51% | +0.73% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | +53.97% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | -39.06% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.52% | +0.19% | -2.13% | |
| 39 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.48% | +0.08% | +0.12% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.21% | -6.83% | |
| 41 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.45% | — | -5.93% | |
| 42 | AMZA | Infracap Mlp ETF | ETF-その他 | 0.45% | +0.06% | -2.35% | |
| 43 | ALT | Altimmune INC | 株式-その他 | 0.39% | — | -8.28% | |
| 44 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.38% | +0.08% | -7.80% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | -65.70% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.35% | — | -71.05% | |
| 47 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.33% | — | +3.34% | |
| 48 | RKT | Rocket Cos Inc-class A | 株式-金融 | 0.32% | -0.18% | — | |
| 49 | EQX | Equinox Gold CORP | 株式-その他 | 0.30% | — | -21.05% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.27% | +0.30% | +1.70% |