CIK: 0001666910
申告総資産額
$2.2億
| # | 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 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 14.16% | +0.05% | -3.06% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 13.46% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.44% | -0.46% | +0.15% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 12.42% | -0.34% | +2.97% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 12.38% | — | +1.31% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.55% | +0.02% | +0.95% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.62% | — | +1.33% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.03% | -0.70% | +3.24% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.15% | — | +5.57% | |
| 10 | ✓ | Powershares | 株式-その他 | 3.31% | — | +1.03% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.85% | +0.01% | -0.50% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.63% | — | +2.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | +0.4% | +2.97% | 増加 |
| 2 | IWF | Ishares Russell 1000 Growth | +0.3% | +3.24% | 増加 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.1% | +5.57% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.15% | 増加 |
| 5 | BIV | Vanguard Intermediate-term B | 0% | +2.95% | 増加 |
| 6 | ✓ | Powershares | 0% | +1.03% | 増加 |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | -0.50% | 減少 |
| 8 | GLD | Spdr Gold Shares | -0.2% | +1.33% | 増加 |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | +0.95% | 増加 |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | +1.31% | 増加 |
| 11 | MINT | Pimco Enhanced Short Maturit | -0.8% | -3.06% | 減少 |
| 12 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | 新規購入 |
| 13 | BSV | Vanguard Short-term Bond ETF | — | EXIT | 全売却 |
| 14 | ✓ | Proshares Tr | — | EXIT | 全売却 |