CIK: 0001674627
申告総資産額
$1.8億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 11.19% | -0.28% | +0.45% | |
| 2 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 11.02% | +0.81% | +0.69% | |
| 3 | USIG | Ishares Broad Usd Investment | ETF-その他 | 9.47% | +0.81% | +3.18% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 9.38% | +0.68% | +2.96% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.37% | +0.30% | -0.60% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 7.30% | +0.56% | +0.62% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 7.24% | -0.13% | +0.96% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 6.58% | +0.06% | -1.71% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.45% | +0.36% | +5.29% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.75% | -0.05% | +5.60% | |
| 11 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 3.85% | -3.85% | EXIT | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 2.65% | +0.16% | +10.16% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.94% | +0.44% | — | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.35% | +0.08% | +16.45% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.34% | +0.02% | +12.03% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.89% | +0.06% | -4.77% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.85% | +0.06% | -3.38% | |
| 18 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.84% | +0.06% | -6.27% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 0.83% | -0.07% | -0.60% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.60% | +0.02% | -0.78% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.55% | +0.04% | -0.89% | |
| 22 | SUB | Ishares Short-term National | ETF-その他 | 0.54% | +0.04% | -1.04% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.50% | +0.01% | +2.05% | |
| 24 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 0.46% | +0.07% | +0.04% | |
| 25 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.45% | -0.07% | — | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.38% | +0.01% | +1.64% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.35% | +0.03% | -0.10% | |
| 28 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 0.34% | +0.04% | +0.15% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 0.33% | -0.04% | -1.58% | |
| 30 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.19% | -0.01% | — | |
| 31 | GE | General Electric | 株式-資本財 | 0.18% | — | — | |
| 32 | NEM | Newmont CORP | 株式-素材 | 0.18% | +0.03% | +0.23% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.14% | -0.03% | -39.48% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.14% | +0.03% | -0.16% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.14% | -0.14% | EXIT | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.13% | -0.13% | EXIT | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.11% | -0.11% | EXIT |