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 | 14.73% | -0.46% | -0.01% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 12.47% | -0.34% | +0.59% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 11.48% | — | +2.75% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 10.89% | +0.01% | +1.64% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 10.02% | +0.05% | +1.52% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 8.39% | — | -0.78% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.35% | -0.70% | -1.79% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 5.93% | — | +0.90% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.04% | — | +0.90% | |
| 10 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.33% | +0.05% | -2.08% | |
| 11 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.99% | — | +2.70% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.89% | +0.04% | +4.46% | |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.78% | -0.04% | -1.67% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.75% | +0.02% | -1.49% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.39% | — | -7.88% | |
| 16 | SMFG | Sumitomo Mitsui Financial Group, Inc. | 株式-金融 | 1.37% | — | — | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.12% | — | -0.20% | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.42% | +0.01% | -1.17% | |
| 19 | SUB | Ishares Short-term National | ETF-その他 | 0.41% | — | — | |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.26% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | +2.75% | 増加 |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.1% | +1.64% | 増加 |
| 3 | IWV | Ishares Russell 3000 ETF | +0.1% | +0.59% | 増加 |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +4.46% | 増加 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.01% | 減少 |
| 6 | MINT | Pimco Enhanced Short Maturit | +0.1% | +1.52% | 増加 |
| 7 | BKLN | Invesco Senior Loan ETF | 0% | +2.70% | 増加 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.90% | 増加 |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | — | -0.20% | 減少 |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | — | -1.17% | 減少 |
| 11 | SHM | Ss Spdr N Ice St Muni ETF | — | — | 変化なし |
| 12 | SUB | Ishares Short-term National | — | — | 変化なし |
| 13 | SMFG | Sumitomo Mitsui Financial Group, Inc. | 0% | — | 変化なし |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.49% | 減少 |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -1.67% | 減少 |
| 16 | PRF | Invesco Rafi US 1000 ETF | 0% | -2.08% | 減少 |
| 17 | IWF | Ishares Russell 1000 Growth | -0.1% | -1.79% | 減少 |
| 18 | BIV | Vanguard Intermediate-term B | -0.1% | -7.88% | 減少 |
| 19 | VO | Vanguard Mid-cap ETF | -0.1% | -0.78% | 減少 |
| 20 | SPEM | State Street Sp Ptf Em ETF | -0.3% | +0.90% | 増加 |