CIK: 0001668155
申告総資産額
$4.6億
| # | 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.21% | — | +6.69% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.90% | — | +8.52% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.80% | — | +6.20% | |
| 4 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 4.70% | — | +3.99% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.63% | — | +1.63% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.29% | — | +4.92% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.46% | — | +6.63% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.30% | — | +8.02% | |
| 9 | EGOVEUR | Nic INC | 株式-その他 | 3.13% | — | +5.04% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.02% | — | +10.14% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.00% | — | +3.66% | |
| 12 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.99% | — | +3.69% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.79% | — | +3.54% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.75% | — | +4.39% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.59% | — | +6.37% | |
| 16 | VVR | Invesco Senior Income Trust | 株式-その他 | 2.55% | — | +4.39% | |
| 17 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.27% | — | +12.13% | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.11% | — | +19.02% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.08% | — | +6.87% | |
| 20 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 1.96% | — | +7.52% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.85% | — | — | |
| 22 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.81% | — | +0.06% | |
| 23 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.80% | — | +5.35% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.65% | — | +6.82% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.52% | — | +6.20% | |
| 26 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 1.25% | — | -0.82% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.23% | — | +2.45% | |
| 28 | XMUIX | Blackrock Municipal Income | 株式-その他 | 1.12% | — | +0.67% | |
| 29 | IDV | Ishares International Select | ETF-その他 | 0.97% | — | -2.32% | |
| 30 | BLW | Blackrock LTD Durat INC Tr | 株式-その他 | 0.85% | — | +2.43% | |
| 31 | AFB | Allianceberstein Ntl Muni | 株式-その他 | 0.85% | — | +2.87% | |
| 32 | LEG | Leggett & Platt, Incorporated | 株式-一般消費財 | 0.84% | — | -5.01% | |
| 33 | IFGL | Ishares International Develo | ETF-その他 | 0.84% | — | +9.09% | |
| 34 | BTZ | Blackrock Credit Allocation | 株式-その他 | 0.79% | — | -6.64% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.76% | — | +108.38% | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.65% | — | +7.63% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.58% | — | -3.62% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | — | -10.47% | |
| 39 | FFA | First Trust Enhan Eqty INC | 株式-その他 | 0.51% | — | -7.32% | |
| 40 | WRUSD | Westar Energy INC | 株式-その他 | 0.44% | — | -1.66% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | — | -0.61% | |
| 42 | MAC | Macerich Co/the | 株式-その他 | 0.41% | — | -0.46% | |
| 43 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.41% | — | +13.53% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | — | -1.33% | |
| 45 | USB | US Bancorp | 株式-金融 | 0.39% | — | — | |
| 46 | AAPL | Apple INC | 株式-IT | 0.39% | — | +0.02% | |
| 47 | MO | Altria Group INC | 株式-生活必需品 | 0.37% | — | -2.08% | |
| 48 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.35% | — | +0.02% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.35% | — | -5.16% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.34% | — | -2.13% |