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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.91% | -0.16% | +1.11% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.66% | — | +16.95% | |
| 3 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 2.66% | -0.13% | +29.05% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.62% | — | — | |
| 5 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 2.45% | — | -2.82% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.40% | — | -5.79% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.65% | — | -10.48% | |
| 8 | MBB | Ishares Mbs ETF | ETF-その他 | 1.60% | -0.15% | +17.70% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.56% | — | -0.85% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.51% | — | -3.58% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.51% | — | — | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.49% | -0.22% | +3.41% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.43% | — | -2.29% | |
| 14 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.38% | — | +48.17% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.38% | — | -3.06% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.38% | -0.18% | +1.48% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.19% | — | -3.42% | |
| 18 | HYDW | Xtrs Low Beta Hi Yield ETF | ETF-その他 | 1.16% | -0.58% | -0.55% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.15% | -0.17% | +65.83% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.14% | — | +3.21% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.07% | — | -1.00% | |
| 22 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 1.00% | — | -1.52% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.98% | +0.20% | -0.80% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.96% | — | -3.48% | |
| 25 | PDBA | Invesco Agriculture Cmdtyk-1 | ETF-その他 | 0.95% | — | +24.71% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.92% | — | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.91% | — | +13.07% | |
| 28 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.89% | — | -2.77% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.89% | — | -0.58% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.87% | -0.26% | -0.87% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.86% | — | -1.15% | |
| 32 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.85% | +0.25% | -1.83% | |
| 33 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.83% | +0.23% | +488.76% | |
| 34 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.81% | — | — | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.80% | — | +1.32% | |
| 36 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.80% | — | +1.67% | |
| 37 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.78% | — | -2.25% | |
| 38 | SYY | Sysco CORP | 株式-生活必需品 | 0.73% | — | +6.15% | |
| 39 | C | Citigroup INC | 株式-金融 | 0.73% | — | -3.44% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.73% | — | -0.87% | |
| 41 | IQLT | Ishares Msci International Q | ETF-その他 | 0.72% | — | +1.27% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.69% | — | — | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.68% | — | -1.76% | |
| 44 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.67% | — | -31.20% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | -1.86% | |
| 46 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.66% | — | +33.21% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.65% | — | +36.05% | |
| 48 | ENB | Enbridge INC | 株式-エネルギー | 0.65% | +0.24% | -2.17% | |
| 49 | UL | Unilever PLC | 株式-生活必需品 | 0.63% | — | -4.13% | |
| 50 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.63% | — | +2.99% |