CIK: 0001731169
申告総資産額
$8.4億
| # | 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 | 15.86% | -0.10% | +10.55% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.66% | — | +5.23% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.70% | -0.07% | +0.67% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.88% | — | +2.06% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 4.88% | — | +15.75% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.68% | — | +8.08% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 4.08% | -0.09% | +3.94% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.03% | — | -0.88% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.97% | — | +0.21% | |
| 10 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.08% | -0.26% | +2151.45% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.45% | — | +14.65% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.28% | — | +4.07% | |
| 13 | O | Realty Income CORP | 株式-不動産 | 1.84% | — | +3.93% | |
| 14 | FLDR | Fidelity Low Durat Fact ETF | ETF-その他 | 1.74% | — | +3.97% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.67% | — | +4.70% | |
| 16 | MBB | Ishares Mbs ETF | ETF-その他 | 1.64% | — | +11.23% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.49% | -0.04% | +12.35% | |
| 18 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.45% | — | -0.54% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.44% | — | +9.99% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.33% | — | -4.78% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.30% | — | +10.63% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.12% | +0.01% | -0.31% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.03% | — | +470.03% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.00% | -0.16% | -0.05% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.93% | — | +11.08% | |
| 26 | FCOR | Fidelity Corporate Bond ETF | ETF-投資適格社債 | 0.87% | — | +0.46% | |
| 27 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.72% | — | +2.75% | |
| 28 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.66% | — | +15.83% | |
| 29 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.63% | — | -5.42% | |
| 30 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.54% | — | -11.97% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.53% | — | -0.47% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.51% | — | -0.52% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.43% | — | -3.45% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.42% | -0.21% | +0.09% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.41% | — | +0.30% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.32% | — | -22.91% | |
| 37 | EVRG | Evergy INC | 株式-公益事業 | 0.32% | — | +19.93% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.27% | -0.22% | +2.83% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.26% | — | — | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.26% | -0.05% | — | |
| 41 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.25% | — | +0.31% | |
| 42 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 0.23% | — | +23.61% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.22% | — | +41.88% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | -0.07% | +3.81% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.22% | — | +0.13% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | -0.18% | +1.01% | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.21% | — | -5.55% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.20% | +0.02% | +5.96% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.17% | — | -1.18% | |
| 50 | ABMDEUR | Abiomed INC | 株式-その他 | 0.16% | — | — |