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 | 11.91% | -0.52% | -19.69% | |
| 2 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 7.40% | +0.34% | -26.20% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.55% | +0.49% | +2.18% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.83% | +0.11% | -9.66% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 5.73% | — | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.51% | -0.47% | +1.14% | |
| 7 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 4.76% | -0.30% | +3.18% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.72% | -0.15% | +0.22% | |
| 9 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 4.40% | — | -4.67% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.36% | +0.86% | +129.55% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.11% | +0.07% | +462.03% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.44% | -0.50% | EXIT | |
| 13 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 2.93% | — | -0.68% | |
| 14 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 2.70% | — | -4.92% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.34% | — | -9.34% | |
| 16 | IXN | Ishares Global Tech ETF | ETF-テック型 | 2.05% | -0.08% | -1.86% | |
| 17 | IXG | Ishares Global Financials Et | ETF-その他 | 2.05% | — | -3.46% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.83% | -1.41% | EXIT | |
| 19 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.76% | +0.01% | +5.94% | |
| 20 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.21% | +0.04% | +1.94% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.08% | — | +12.53% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.05% | — | -3.83% | |
| 23 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 1.04% | — | +28.09% | |
| 24 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.88% | -0.07% | EXIT | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | — | -3.56% | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.85% | -0.61% | EXIT | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.79% | -0.02% | +63.57% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.75% | -0.04% | -6.02% | |
| 29 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 0.65% | +0.01% | -1.66% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.64% | — | -0.26% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.45% | — | -19.42% | |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.45% | — | -20.29% | |
| 33 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.42% | — | -5.80% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | — | — | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.39% | -0.02% | — | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.35% | -0.05% | -6.46% | |
| 37 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.35% | — | -15.82% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.34% | -1.62% | -82.79% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.32% | — | -27.18% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.29% | — | +0.52% | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.27% | — | -1.74% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.26% | — | +0.12% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.26% | — | -31.42% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.23% | — | -5.07% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.23% | — | -14.88% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.19% | — | -19.07% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.18% | -0.03% | — | |
| 48 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.16% | — | +0.03% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.15% | — | -25.44% | |
| 50 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.14% | +0.06% | NEW |