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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.20% | — | +29.25% | |
| 2 | MBB | Ishares Mbs ETF | ETF-その他 | 3.14% | -0.15% | +111.73% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.47% | — | -0.50% | |
| 4 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 2.40% | — | -0.54% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.39% | — | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.34% | -0.16% | +909.40% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.15% | — | +26.21% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.92% | — | -15.11% | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.79% | +0.23% | -5.51% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.76% | — | +26.41% | |
| 11 | HYDW | Xtrs Low Beta Hi Yield ETF | ETF-その他 | 1.59% | -0.58% | +94.16% | |
| 12 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 1.49% | — | -1.45% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.49% | — | -26.58% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.48% | — | -13.76% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.42% | — | — | |
| 16 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.35% | +0.25% | +1491.01% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.31% | — | -7.40% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.29% | — | -18.19% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.28% | — | -5.72% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.19% | — | — | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.17% | — | — | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.17% | — | -1.33% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.16% | — | — | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.15% | -0.11% | -27.85% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.12% | +0.20% | -15.13% | |
| 26 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.04% | -0.22% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.03% | — | +61.33% | |
| 28 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.02% | — | -0.97% | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.97% | — | +13.04% | |
| 30 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.97% | — | +45.46% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.94% | — | +76.17% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | — | -1.01% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.91% | — | +16.51% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.10% | -10.20% | |
| 35 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.90% | — | -11.42% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.90% | — | +53.54% | |
| 37 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.90% | — | -35.62% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.87% | — | — | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | — | -0.61% | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.81% | — | -9.67% | |
| 41 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.80% | — | -1.83% | |
| 42 | GD | General Dynamics CORP | 株式-資本財 | 0.77% | — | -2.92% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | — | -3.90% | |
| 44 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.76% | — | -2.50% | |
| 45 | GIS | General Mills INC | 株式-生活必需品 | 0.75% | — | +5.33% | |
| 46 | PFG | Principal Financial Group | 株式-金融 | 0.75% | — | -8.30% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.74% | — | +0.44% | |
| 48 | OMC | Omnicom Group | 株式-通信サービス | 0.74% | — | -1.74% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | — | -1.63% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.71% | — | -2.26% |