CIK: 0001737089
申告総資産額
$34.6億
上位200銘柄を表示中(全873銘柄)
| # | 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 | 4.08% | -1.10% | +3.34% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 3.94% | -0.94% | +31773.96% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.82% | — | -6.30% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.39% | +0.23% | +1.92% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.26% | -0.41% | +38742.89% | |
| 6 | URTH | Ishares Msci World ETF | ETF-その他 | 1.79% | — | +22.17% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.69% | — | -44.50% | |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.69% | — | -27.17% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.68% | — | +8763.87% | |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.54% | — | +433.19% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.50% | — | -8.45% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.42% | +1.09% | -29.95% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.27% | — | +4596.71% | |
| 14 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 1.24% | -0.64% | +58456.54% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.12% | — | +38593.79% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.10% | — | -6.50% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.04% | — | +0.12% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.02% | — | +40.44% | |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.01% | — | +37.24% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.01% | +0.07% | +655.84% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.92% | — | -75.88% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.91% | — | -11.76% | |
| 23 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.89% | — | -50.06% | |
| 24 | XLB | Ss Materials Select Sector | ETF-その他 | 0.89% | — | -11.45% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.89% | +0.14% | -11.18% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.88% | — | -6.17% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.87% | -0.32% | -23.53% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.86% | — | -9.10% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.86% | — | +24.46% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.86% | — | — | |
| 31 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.84% | — | +8325.27% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.84% | — | -0.17% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.82% | — | +0.81% | |
| 34 | MBB | Ishares Mbs ETF | ETF-その他 | 0.78% | — | +38228.82% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | — | +13.93% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.75% | — | +19.18% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.75% | — | +36.24% | |
| 38 | IGHG | Proshares Ig Hedged | ETF-その他 | 0.73% | — | +48.68% | |
| 39 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 0.69% | — | +471.75% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.69% | — | +8.93% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.69% | — | +57.19% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.68% | — | +14.87% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.66% | — | +37523.14% | |
| 44 | GIGB | Goldman Sachs Inv Grd CORP | ETF-コモディティ | 0.65% | — | +6.71% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | +6.92% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.60% | — | +130.24% | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.59% | — | -23.87% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | — | +24.61% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | +148.84% | |
| 50 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.56% | — | +7004.52% |