CIK: 0001730456
申告総資産額
$3.7億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 14.05% | +0.22% | +6.86% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 11.36% | -0.58% | -2.15% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.37% | — | -0.80% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.09% | -0.54% | -1.04% | |
| 5 | VAW | Vanguard Materials ETF | ETF-その他 | 5.09% | — | -2.21% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 4.34% | -0.79% | +17.72% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.49% | -0.44% | -1.97% | |
| 8 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 3.45% | — | -5.42% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.26% | -0.04% | -2.32% | |
| 10 | GTO | Invesco Total Return Bond Et | ETF-その他 | 2.97% | — | +9.52% | |
| 11 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 2.91% | +2.66% | +272.18% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.81% | -0.09% | +10.70% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.67% | — | +1.85% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.61% | -0.15% | +24.79% | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.56% | -0.28% | +18.07% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.32% | — | +7.75% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.19% | — | +13.04% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.00% | — | +8.72% | |
| 19 | PECO | Phillips Edison & Company In | 株式-不動産 | 1.98% | — | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.86% | — | +0.89% | |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.76% | -0.24% | -6.87% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.71% | — | +37.46% | |
| 23 | FPXI | First Trust International Eq | ETF-その他 | 1.31% | — | +7.22% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.27% | — | +60.27% | |
| 25 | BSEP | Innovator U.s. Equity Buffer | ETF-その他 | 1.12% | — | +12.47% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.05% | — | +8.00% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.82% | -0.03% | -7.59% | |
| 28 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.82% | -0.14% | +148.91% | |
| 29 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.81% | -0.10% | +0.24% | |
| 30 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 0.67% | — | +20.05% | |
| 31 | XLB | Ss Materials Select Sector | ETF-その他 | 0.62% | — | +29.55% | |
| 32 | IRT | Independence Realty Trust In | 株式-不動産 | 0.61% | — | — | |
| 33 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.53% | -0.79% | — | |
| 34 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.48% | — | +18.86% | |
| 35 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.47% | +0.03% | — | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.42% | — | — | |
| 37 | ✓ | 株式-その他 | 0.34% | — | — | ||
| 38 | PY | Principal Value ETF | ETF-その他 | 0.24% | — | — | |
| 39 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.21% | +0.05% | +20.56% | |
| 40 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.19% | +0.02% | — | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.17% | — | -29.96% |