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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.42% | -0.46% | +0.94% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 14.48% | -0.34% | -0.29% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 12.15% | — | +1.35% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 10.92% | +0.05% | +4.11% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.80% | -0.70% | -0.51% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 9.58% | — | +1.87% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.73% | — | -1.20% | |
| 8 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 3.80% | — | +0.25% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 3.67% | — | +2.47% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.73% | +0.04% | +0.62% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.36% | -0.04% | +12.56% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.76% | — | -0.14% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.61% | — | -0.03% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.60% | — | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.18% | +0.02% | +11.40% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.82% | — | — | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.56% | — | — | |
| 18 | SUB | Ishares Short-term National | ETF-その他 | 0.46% | — | — | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.37% | +0.01% | +1.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.4% | +0.94% | 増加 |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.3% | +12.56% | 増加 |
| 3 | IWF | Ishares Russell 1000 Growth | +0.2% | -0.51% | 減少 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.40% | 増加 |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +0.62% | 増加 |
| 6 | IWV | Ishares Russell 3000 ETF | 0% | -0.29% | 減少 |
| 7 | VO | Vanguard Mid-cap ETF | 0% | +1.87% | 増加 |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +2.47% | 増加 |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +1.75% | 増加 |
| 10 | SHM | Ss Spdr N Ice St Muni ETF | 0% | — | 変化なし |
| 11 | AGG | Ishares Core U.s. Aggregate | -0.1% | — | 変化なし |
| 12 | BIV | Vanguard Intermediate-term B | -0.1% | -0.14% | 減少 |
| 13 | VWO | Vanguard Ftse Emerging Marke | -0.1% | — | 変化なし |
| 14 | MINT | Pimco Enhanced Short Maturit | -0.2% | +4.11% | 増加 |
| 15 | BKLN | Invesco Senior Loan ETF | -0.2% | +0.25% | 増加 |
| 16 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -1.20% | 減少 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -0.03% | 減少 |
| 18 | SPSB | Ss Spdr P St C CORP ETF | -0.5% | +1.35% | 増加 |
| 19 | SUB | Ishares Short-term National | — | NEW | 新規購入 |