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 | 15.01% | -0.46% | -1.15% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 12.67% | -0.34% | -1.56% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 11.03% | — | +0.98% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 10.35% | +0.01% | -0.20% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 9.53% | +0.05% | +0.03% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.69% | -0.70% | -0.81% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 8.48% | — | -0.09% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 6.20% | — | +0.14% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.21% | — | +3.68% | |
| 10 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.39% | +0.05% | — | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.94% | +0.04% | -0.44% | |
| 12 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.94% | — | +1.43% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.92% | +0.02% | +6.61% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.83% | -0.04% | -0.44% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.36% | — | +3.16% | |
| 16 | SMFG | Sumitomo Mitsui Financial Group, Inc. | 株式-金融 | 1.31% | — | -0.69% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.11% | — | -2.44% | |
| 18 | SUB | Ishares Short-term National | ETF-その他 | 0.39% | — | — | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.39% | +0.01% | -0.33% | |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.25% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +0.3% | -0.81% | 減少 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.3% | -1.15% | 減少 |
| 3 | SPEM | State Street Sp Ptf Em ETF | +0.3% | +0.14% | 増加 |
| 4 | IWV | Ishares Russell 3000 ETF | +0.2% | -1.56% | 減少 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +3.68% | 増加 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +6.61% | 増加 |
| 7 | VO | Vanguard Mid-cap ETF | +0.1% | -0.09% | 減少 |
| 8 | PRF | Invesco Rafi US 1000 ETF | +0.1% | — | 変化なし |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | -0.44% | 減少 |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | -0.44% | 減少 |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -2.44% | 減少 |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | 0% | — | 変化なし |
| 13 | SUB | Ishares Short-term National | 0% | — | 変化なし |
| 14 | BIV | Vanguard Intermediate-term B | 0% | +3.16% | 増加 |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | 0% | -0.33% | 減少 |
| 16 | BKLN | Invesco Senior Loan ETF | -0.1% | +1.43% | 増加 |
| 17 | SMFG | Sumitomo Mitsui Financial Group, Inc. | -0.1% | -0.69% | 減少 |
| 18 | SPSB | Ss Spdr P St C CORP ETF | -0.5% | +0.98% | 増加 |
| 19 | MINT | Pimco Enhanced Short Maturit | -0.5% | +0.03% | 増加 |
| 20 | JPST | Jpmorgan Ultra-short Income | -0.5% | -0.20% | 減少 |