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 | 11.59% | +0.22% | -2.51% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 11.15% | -1.19% | +5.10% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 9.63% | -0.58% | +0.30% | |
| 4 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-その他 | 6.89% | +0.75% | +29.30% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 6.79% | -0.79% | +7.34% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 5.95% | -0.79% | +1.55% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.82% | -0.44% | -1.35% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 5.48% | -0.09% | +3.79% | |
| 9 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 5.05% | -0.28% | -0.30% | |
| 10 | IHDG | Wisdomtree International Hed | ETF-その他 | 4.87% | -0.14% | +3.48% | |
| 11 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.59% | +0.02% | -0.03% | |
| 12 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 3.38% | +2.66% | +7.29% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.36% | -0.54% | -3.32% | |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 2.40% | -0.24% | +0.85% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.97% | -0.15% | +5.24% | |
| 16 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.78% | +0.05% | +0.24% | |
| 17 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.37% | -0.10% | -6.22% | |
| 18 | BUFB | Innovator Ladd Allo Buff ETF | ETF-その他 | 1.20% | -0.18% | +1.58% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.89% | -0.69% | EXIT | |
| 20 | BAPR | Innovator U.s. Equity Buffer | ETF-その他 | 0.83% | — | -1.65% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.72% | -0.62% | EXIT | |
| 22 | FLBL | Franklin Senior Loan ETF | ETF-その他 | 0.59% | -0.26% | EXIT | |
| 23 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.43% | -0.04% | — | |
| 24 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.42% | +0.03% | +5.46% | |
| 25 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.39% | — | -73.58% | |
| 26 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 0.38% | -0.03% | -0.84% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.37% | +0.02% | +8.90% | |
| 28 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.36% | — | +23.89% | |
| 29 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.33% | — | — | |
| 30 | AAPL | Apple INC | 株式-IT | 0.30% | — | +0.07% | |
| 31 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.26% | — | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.24% | -0.07% | — | |
| 33 | HAS | Hasbro INC | 株式-一般消費財 | 0.21% | -0.12% | — | |
| 34 | PWRD | Tcw Transform Systems ETF | ETF-その他 | 0.18% | -0.02% | — | |
| 35 | GRNB | Vaneck Green Bond ETF | ETF-その他 | 0.15% | -0.03% | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.15% | -0.04% | -6.36% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.13% | — | — | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.12% | -0.03% | -1.79% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.12% | — | — | |
| 40 | RPM | Rpm International INC | 株式-素材 | 0.10% | — | -11.08% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.09% | — | -26.79% |