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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 13.05% | -0.80% | +3.55% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 11.77% | — | +0.33% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 10.03% | +0.20% | +6.25% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 7.67% | +0.36% | +6.90% | |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 5.67% | +0.67% | +4.54% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 5.59% | -0.06% | +4.15% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.49% | +0.21% | +3.47% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.96% | +0.02% | +5.98% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 3.46% | -0.12% | -0.85% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.92% | +0.04% | +24.38% | |
| 11 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 2.77% | — | +1.98% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.76% | — | +1.23% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.70% | +0.09% | -2.02% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.31% | — | +5.47% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.94% | +0.03% | -5.34% | |
| 16 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.66% | — | +3.35% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.61% | -0.61% | -0.28% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.42% | — | +0.25% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.32% | — | -3.02% | |
| 20 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 0.97% | — | -3.02% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.92% | -0.03% | -0.90% | |
| 22 | SUB | Ishares Short-term National | ETF-その他 | 0.86% | — | -10.14% | |
| 23 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.74% | — | -2.27% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.69% | — | +0.75% | |
| 25 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.63% | — | +1.09% | |
| 26 | MBB | Ishares Mbs ETF | ETF-その他 | 0.62% | — | +0.24% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | +0.37% | -1.29% | |
| 28 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.44% | — | -3.17% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.36% | -0.08% | EXIT | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.31% | -0.01% | -15.97% | |
| 31 | EHC | Encompass Health CORP | 株式-ヘルスケア | 0.28% | -0.03% | — | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.27% | — | -1.72% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.27% | -0.03% | -0.81% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.22% | +0.05% | -22.10% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.19% | — | +1.85% | |
| 36 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.19% | — | +13.18% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.18% | — | — | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.17% | — | -19.38% | |
| 39 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.17% | — | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.16% | -0.04% | -4.76% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.15% | — | +0.12% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | -0.01% | -2.36% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.13% | -0.02% | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.12% | — | -0.80% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.12% | — | -21.84% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.11% | -0.01% | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.11% | +0.04% | — | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.11% | — | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.11% | — | -1.72% | |
| 50 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.10% | -0.01% | — |