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 | 14.01% | -0.46% | -0.08% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 9.33% | -0.34% | -0.16% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.27% | -0.70% | +0.03% | |
| 4 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 6.04% | +0.05% | -1.07% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 5.72% | +0.05% | -0.84% | |
| 6 | DFNM | Dimensional National Muni Bd | ETF-その他 | 4.35% | +0.03% | -3.08% | |
| 7 | FLJP | Franklin Ftse Japan ETF | ETF-その他 | 3.88% | — | +1.25% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.86% | +0.02% | +1.44% | |
| 9 | KOCT | Innovator U.s. Small Cap Pow | ETF-中小型株 | 3.82% | +0.10% | +0.12% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.53% | -0.20% | +0.51% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.49% | +0.02% | -1.66% | |
| 12 | CGCP | Cap Group Core Plus Income | ETF-その他 | 3.46% | — | -1.58% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.12% | +0.05% | -1.89% | |
| 14 | DFIV | Dimensional International Va | ETF-その他 | 2.17% | +0.21% | +0.93% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.03% | +0.11% | +0.91% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.73% | — | -0.32% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.68% | +0.01% | -2.50% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.67% | +0.04% | -0.78% | |
| 19 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 1.67% | — | -1.72% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.60% | — | -1.75% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.56% | -0.04% | -0.28% | |
| 22 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.40% | +0.14% | -0.67% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.39% | +0.02% | -3.50% | |
| 24 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.30% | -0.01% | -1.14% | |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.23% | +0.01% | -1.92% | |
| 26 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.16% | +0.01% | +0.09% | |
| 27 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.11% | +0.22% | +15.64% | |
| 28 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.10% | -0.01% | -1.88% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.06% | — | -0.64% | |
| 30 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.03% | +0.03% | -0.32% | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.85% | +0.01% | — | |
| 32 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.66% | +0.02% | -0.24% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.60% | — | +0.19% | |
| 34 | SUB | Ishares Short-term National | ETF-その他 | 0.35% | — | -0.16% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.08% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | — | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.14% | — | -3.20% |