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 | 15.75% | -0.52% | +17.51% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.81% | -0.47% | +10.18% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.13% | +1.36% | +19.86% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 6.12% | +0.11% | +43.76% | |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 5.79% | +0.34% | -31.38% | |
| 6 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 4.52% | -0.30% | +2.41% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.26% | -0.15% | +10.45% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.25% | — | -29.12% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.73% | +0.27% | — | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.67% | +0.02% | — | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.48% | +0.49% | +9.18% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.42% | +2.57% | +68.50% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.06% | -1.62% | -23.73% | |
| 14 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.82% | +0.01% | +8.40% | |
| 15 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.75% | — | +6.60% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.54% | -1.42% | -47.03% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.54% | +0.07% | -1.32% | |
| 18 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.50% | -0.08% | -0.09% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.42% | — | +17.32% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.36% | +0.86% | — | |
| 21 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.33% | — | -5.97% | |
| 22 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.18% | +0.04% | +2.36% | |
| 23 | IFRA | Ishares US Infrastructure | ETF-その他 | 1.14% | — | +13.41% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.11% | -1.41% | EXIT | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.95% | — | +3.28% | |
| 26 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.85% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.79% | — | -0.78% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.77% | -0.11% | +56.27% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.74% | -0.04% | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.74% | — | +15.52% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.69% | -0.02% | -46.34% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.67% | — | +209.37% | |
| 33 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.57% | -0.07% | EXIT | |
| 34 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.48% | — | +86.48% | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.47% | — | +89.73% | |
| 36 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.44% | — | -7.54% | |
| 37 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.43% | — | +104.47% | |
| 38 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 0.39% | +0.01% | +10.38% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.38% | -0.61% | EXIT | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.36% | -0.05% | -34.58% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | — | +510.47% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.34% | -0.02% | — | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.29% | — | -0.02% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.27% | +0.02% | — | |
| 45 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.24% | — | +363.47% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.20% | -0.03% | -3.21% | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.18% | — | — | |
| 48 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.17% | — | — | |
| 49 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.14% | — | — | |
| 50 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.14% | — | — |