CIK: 0001747799
申告総資産額
$8.2億
| # | 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 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.10% | — | +1.57% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.31% | -1.46% | +9.18% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.29% | — | +4.67% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 6.28% | — | +3.17% | |
| 5 | CMF | Ishares California Muni Bond | ETF-その他 | 5.31% | — | +5.56% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-その他 | 5.09% | -0.17% | +21.05% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.91% | +0.26% | +6.56% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 3.83% | -1.00% | +4.05% | |
| 9 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 3.72% | — | +3.08% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.60% | — | +15.50% | |
| 11 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 3.34% | +0.76% | +4.33% | |
| 12 | SUB | Ishares Short-term National | ETF-その他 | 3.24% | — | +5.80% | |
| 13 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.78% | — | +7.39% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.21% | -0.12% | -7.76% | |
| 15 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 2.18% | -0.03% | +3.44% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.10% | -0.05% | +4.46% | |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 1.87% | — | -21.31% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.82% | — | -9.61% | |
| 19 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.73% | +0.03% | +4.85% | |
| 20 | IFRA | Ishares US Infrastructure | ETF-その他 | 1.72% | +0.14% | +5.77% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.48% | +0.10% | +7.78% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.40% | — | +1.60% | |
| 23 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.31% | +0.02% | +3.88% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.10% | — | +25.01% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.00% | — | -2.21% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.99% | -0.03% | -28.03% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.97% | -0.01% | +7.04% | |
| 28 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.97% | — | — | |
| 29 | INTF | Ishares International Equity | ETF-その他 | 0.96% | — | +0.31% | |
| 30 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.96% | — | +5.21% | |
| 31 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 0.93% | — | +3.99% | |
| 32 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.90% | -0.08% | -2.58% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.88% | — | +21.27% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.77% | — | -1.56% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.72% | — | -5.57% | |
| 36 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 0.69% | -0.03% | +0.61% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.69% | -0.26% | -15.41% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | +0.01% | +1.05% | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.53% | +0.06% | +9.74% | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.52% | — | +1.53% | |
| 41 | USSG | Xtrackers Msci USA Sele Eqty | ETF-その他 | 0.51% | +0.05% | +10.00% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.50% | — | +3.02% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.45% | — | -3.09% | |
| 44 | NFRA | Flexshares Stoxx Global Broa | ETF-その他 | 0.44% | — | -1.14% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.39% | — | -16.94% | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.30% | — | -8.02% | |
| 47 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.26% | +0.06% | +7.06% | |
| 48 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-その他 | 0.26% | +0.03% | +17.97% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.24% | +0.02% | +7.74% | |
| 50 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 0.23% | +0.02% | +8.92% |