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 | 11.57% | -0.46% | +2.85% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 9.27% | -0.34% | -0.23% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.52% | -0.70% | -0.90% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 6.96% | — | +1.12% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.40% | +0.01% | +2.88% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 5.71% | +0.05% | +2.50% | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 4.99% | +0.05% | +1.54% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.80% | — | -0.50% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-その他 | 4.68% | +0.01% | -0.74% | |
| 10 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 4.33% | — | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.28% | +0.11% | +0.66% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.12% | — | +0.97% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.10% | — | +1.19% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 4.07% | +0.20% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.56% | — | +10.73% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.15% | +0.02% | +14.45% | |
| 17 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.88% | — | -0.38% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.67% | — | +0.07% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.65% | -0.01% | -1.73% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.61% | -0.01% | -0.07% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.42% | +0.04% | -0.44% | |
| 22 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.22% | — | +0.97% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.22% | -0.04% | -2.69% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.01% | — | +2.88% | |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.40% | +0.01% | +9.31% | |
| 26 | SUB | Ishares Short-term National | ETF-その他 | 0.26% | — | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.13% | -0.08% | -12.32% |