CIK: 0001630939
申告総資産額
$6.9億
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 30.91% | +0.10% | +4.39% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 11.76% | — | +6.78% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 9.90% | -0.44% | +3.67% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.95% | +0.50% | +1.40% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 7.49% | -0.45% | +3.74% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 4.65% | -0.30% | +15.48% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.95% | -0.01% | +4.86% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 3.90% | +0.08% | +5.20% | |
| 9 | REET | Ishares Global Reit ETF | ETF-その他 | 3.52% | -0.08% | +2.10% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.34% | -0.18% | +7.64% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.46% | -0.07% | +1.59% | |
| 12 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 1.55% | — | +13.42% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.17% | +0.07% | +39.05% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.04% | +0.05% | -0.98% | |
| 15 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.89% | — | +8.62% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.70% | -0.14% | -0.84% | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.66% | — | -90.76% | |
| 18 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.62% | -0.01% | +41.04% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.49% | -0.04% | +4.99% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.48% | — | +35.55% | |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.44% | — | -62.76% | |
| 22 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.25% | — | -55.06% | |
| 23 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.25% | -0.03% | +3.76% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.22% | -0.01% | +1.60% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.21% | — | +1.21% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.18% | -0.11% | +1.70% | |
| 27 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.18% | +0.03% | -0.94% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.17% | -0.02% | -1.19% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.15% | — | +0.76% | |
| 30 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.15% | -0.01% | -6.88% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.14% | -0.06% | — | |
| 32 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.11% | — | -7.83% | |
| 33 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.10% | — | -3.70% |