CIK: 0001727269
申告総資産額
$9.4億
| # | 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 | ✓ | Dbx ETF Tr | ETF-その他 | 4.68% | — | +30.18% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.49% | — | +42.97% | |
| 3 | DWX | State Street Spdr S&p Intern | ETF-その他 | 4.18% | — | -0.61% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.76% | — | +0.28% | |
| 5 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 3.69% | — | -0.66% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.68% | — | +26.98% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.06% | — | +5.96% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.72% | — | -43.44% | |
| 9 | VFH | Vanguard Financials ETF | ETF-その他 | 2.69% | — | -1.77% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.57% | — | +4.93% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.49% | -0.11% | -0.65% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.42% | — | +17.61% | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 2.06% | — | -3.92% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.05% | — | -4.34% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.04% | — | +22.30% | |
| 16 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.87% | — | — | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.59% | — | -37.34% | |
| 18 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 1.57% | — | +23.33% | |
| 19 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.51% | — | -3.01% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.50% | — | +0.40% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.48% | — | -1.81% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 1.41% | — | -3.77% | |
| 23 | EMR | Emerson Electric Co | 株式-資本財 | 1.36% | — | -2.44% | |
| 24 | HST | Host Hotels & Resorts INC | 株式-不動産 | 1.36% | — | -2.12% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.33% | — | -12.87% | |
| 26 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.33% | — | +9.41% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.32% | — | -1.69% | |
| 28 | GAP | Gap Inc/the | 株式-一般消費財 | 1.30% | — | -1.58% | |
| 29 | COMB | Graniteshares Bcom Broad Str | ETF-その他 | 1.30% | — | — | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.29% | — | -3.17% | |
| 31 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.25% | — | -1.75% | |
| 32 | SON | Sonoco Products Co | 株式-一般消費財 | 1.24% | — | -1.65% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 1.22% | — | -1.81% | |
| 34 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 1.22% | — | -0.32% | |
| 35 | PSA | Public Storage | 株式-不動産 | 1.21% | — | -1.97% | |
| 36 | USB | US Bancorp | 株式-金融 | 1.16% | — | -0.79% | |
| 37 | PFG | Principal Financial Group | 株式-金融 | 1.13% | — | -0.14% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 1.12% | — | -0.02% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.09% | — | -0.26% | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.00% | — | +2.52% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.92% | — | -6.87% | |
| 42 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.85% | +0.20% | -2.58% | |
| 43 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.84% | — | -3.46% | |
| 44 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.78% | — | -1.99% | |
| 45 | MBB | Ishares Mbs ETF | ETF-その他 | 0.77% | -0.15% | +6.78% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.71% | -0.14% | EXIT | |
| 47 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.66% | — | +2.33% | |
| 48 | FLCA | Franklin Ftse Canada ETF | ETF-その他 | 0.63% | — | +57.23% | |
| 49 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.56% | — | +50.16% | |
| 50 | FLSW | Franklin Ftse Switzerland | ETF-その他 | 0.50% | — | +53.64% |