CIK: 0001683754
申告総資産額
$3.8億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 13.44% | -0.35% | +1.23% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 9.47% | +0.68% | +0.53% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.12% | -0.02% | +1.58% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-その他 | 8.61% | +0.64% | +1.83% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.51% | -0.30% | +0.05% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.09% | -0.21% | +0.94% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.06% | +0.08% | +0.65% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.67% | -0.03% | +1.05% | |
| 9 | RWO | State Street Spdr Dow Jones | ETF-その他 | 4.56% | — | +1.56% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.11% | -0.13% | -1.63% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.93% | — | +0.67% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.08% | — | +1.27% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.89% | -0.08% | +0.57% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.84% | +0.37% | +3.25% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.50% | — | -1.74% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.32% | — | +1.27% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.30% | -0.03% | +0.48% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.27% | — | +7.79% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.05% | +0.38% | +10.31% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.98% | +0.08% | +0.10% | |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.69% | — | -0.09% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.60% | — | +12.27% | |
| 23 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.60% | — | +3.13% | |
| 24 | UBS | UBS Group AG | 株式-金融 | 0.55% | — | -10.55% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.43% | +0.07% | -1.47% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.43% | +0.01% | +0.35% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.32% | -0.02% | +4.71% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.31% | — | +19.61% | |
| 29 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 0.30% | — | +5.00% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.26% | +0.02% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | — | |
| 32 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.23% | — | -0.21% | |
| 33 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.23% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | — | |
| 35 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.17% | — | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.16% | — | +0.67% | |
| 37 | CSX | Csx CORP | 株式-資本財 | 0.16% | — | — | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.15% | +0.01% | +100.20% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.15% | — | -0.33% |