CIK: 0001730813
申告総資産額
$3.2億
| # | 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 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 11.10% | — | +10.15% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 9.95% | -0.80% | +48.90% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 9.22% | +0.20% | +618.76% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 7.80% | +0.36% | +637.72% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.82% | -0.06% | +413.53% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.76% | +0.21% | +869.36% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 3.49% | — | +465.45% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 3.07% | +0.09% | -7.38% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.89% | -0.12% | -8.30% | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.81% | — | -76.67% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.75% | -0.08% | EXIT | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.40% | +0.02% | +707.40% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.31% | — | -38.73% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.65% | -0.03% | -33.80% | |
| 15 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.61% | — | +1049.52% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.60% | — | +52.55% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.48% | — | -76.58% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.35% | — | -19.36% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.32% | +0.04% | — | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.31% | — | +55.76% | |
| 21 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.25% | — | +722.90% | |
| 22 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.25% | — | +798.49% | |
| 23 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.02% | — | +258.27% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.94% | — | -76.49% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.94% | — | — | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.93% | -0.01% | -61.73% | |
| 27 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 0.92% | — | +55.92% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.92% | +0.03% | — | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.91% | +0.05% | -72.99% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.80% | +0.03% | +501.76% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.79% | — | +107.72% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.75% | — | -86.01% | |
| 33 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.72% | — | +53.26% | |
| 34 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.68% | — | +36.46% | |
| 35 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.66% | — | -81.18% | |
| 36 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.64% | — | — | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.64% | — | -61.57% | |
| 38 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.63% | — | — | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.58% | — | — | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.56% | — | +55.49% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | — | — | |
| 42 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.51% | +0.25% | -5.62% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.49% | +0.37% | -40.26% | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.46% | — | — | |
| 45 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.42% | — | — | |
| 46 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.38% | — | +57.33% | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.28% | — | -23.22% | |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.25% | — | +65.75% | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.23% | — | -19.44% | |
| 50 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.23% | — | -25.86% |