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 | 4.91% | — | +19.49% | |
| 2 | MBB | Ishares Mbs ETF | ETF-その他 | 3.21% | -0.15% | +3.33% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.52% | — | +0.91% | |
| 4 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 2.51% | — | +0.76% | |
| 5 | HYDW | Xtrs Low Beta Hi Yield ETF | ETF-その他 | 2.30% | -0.58% | +44.72% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.21% | — | +13.77% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.20% | — | +49.76% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.20% | -0.16% | -9.76% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.85% | — | +4.42% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.77% | — | -16.80% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.75% | — | -29.36% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.66% | — | +17.12% | |
| 13 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 1.56% | — | +0.26% | |
| 14 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.56% | — | +20.28% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.55% | -0.11% | +34.89% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.39% | — | -7.18% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.39% | — | -1.15% | |
| 18 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.37% | +0.25% | +2.59% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.26% | — | +0.80% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.22% | — | -0.39% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.21% | — | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.16% | — | -12.91% | |
| 23 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.16% | -0.22% | +11.86% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.14% | +0.20% | -0.94% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.12% | — | -0.55% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.09% | — | +21.44% | |
| 27 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.06% | — | +1.33% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.04% | — | +191.62% | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.02% | — | +1.37% | |
| 30 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.99% | — | -2.11% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.95% | — | -0.10% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.94% | — | — | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.93% | — | -9.04% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.92% | — | -3.65% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | — | +0.61% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.87% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.10% | -3.06% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.85% | — | -4.05% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | +0.91% | |
| 40 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 0.82% | — | +85.83% | |
| 41 | OMC | Omnicom Group | 株式-通信サービス | 0.80% | — | -2.95% | |
| 42 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.74% | — | -0.32% | |
| 43 | GIS | General Mills INC | 株式-生活必需品 | 0.74% | — | -1.41% | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.71% | — | +13.44% | |
| 45 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.71% | — | -1.52% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | -1.97% | |
| 47 | NUE | Nucor CORP | 株式-素材 | 0.69% | — | -2.19% | |
| 48 | GD | General Dynamics CORP | 株式-資本財 | 0.69% | — | -0.57% | |
| 49 | AAPL | Apple INC | 株式-IT | 0.68% | — | +5.74% | |
| 50 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.67% | -0.13% | — |