CIK: 0001757605
申告総資産額
$3.5億
| # | 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 | 14.65% | -0.52% | +9.33% | |
| 2 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 10.11% | +0.34% | +2.34% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 7.08% | +0.49% | +10.21% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 6.38% | +0.11% | +67.44% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.39% | -0.47% | +2.48% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.00% | +1.36% | +105.66% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.98% | -0.15% | +2.64% | |
| 8 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 4.64% | — | +1.41% | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 4.60% | -0.30% | +1.21% | |
| 10 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 3.36% | — | -3.13% | |
| 11 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 2.92% | — | -0.56% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.57% | — | +1.84% | |
| 13 | IXG | Ishares Global Financials Et | ETF-その他 | 2.27% | — | -5.17% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.18% | -1.62% | +13.35% | |
| 15 | IXN | Ishares Global Tech ETF | ETF-テック型 | 2.01% | -0.08% | +546.15% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.98% | +0.86% | -74.60% | |
| 17 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.75% | +0.01% | +0.66% | |
| 18 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.20% | +0.04% | +0.81% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.17% | -1.41% | EXIT | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.17% | — | -0.88% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.03% | — | -8.96% | |
| 22 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 1.03% | — | +1.40% | |
| 23 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.90% | -0.07% | EXIT | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.89% | — | +0.02% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.80% | -0.04% | -0.80% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.78% | +0.07% | -6.98% | |
| 27 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 0.69% | +0.01% | — | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.69% | — | -1.59% | |
| 29 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.62% | — | -0.74% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.61% | — | +0.64% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.59% | -0.50% | EXIT | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.49% | — | +0.32% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.48% | — | -9.54% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.48% | -0.02% | -0.14% | |
| 35 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.46% | — | +0.56% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.46% | -1.42% | -73.86% | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.42% | — | -21.25% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.41% | — | -0.34% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.38% | -0.02% | — | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.37% | -0.05% | -1.08% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.32% | — | -5.41% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.31% | — | — | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.26% | — | -5.00% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.26% | — | -1.13% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.24% | — | — | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.22% | — | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.22% | — | -7.40% | |
| 48 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.17% | — | — |