CIK: 0001758543
申告総資産額
$4.7億
| # | 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 18.62% | +4.05% | +11.56% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.80% | +0.17% | — | |
| 3 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 3.96% | +2.07% | +1.21% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.36% | -0.40% | -6.96% | |
| 5 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 2.92% | -1.08% | EXIT | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.85% | — | +0.31% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.46% | +5.07% | NEW | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.38% | -1.01% | — | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.27% | -0.23% | +7.41% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.91% | — | -55.02% | |
| 11 | SPGI | S&p Global INC | 株式-金融 | 1.81% | — | -4.39% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.81% | +0.15% | -60.25% | |
| 13 | TGT | Target CORP | 株式-一般消費財 | 1.76% | — | +14.03% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.75% | +0.09% | -4.36% | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.75% | +0.07% | +2.06% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.73% | -0.56% | -7.21% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.73% | — | -3.84% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.71% | -2.03% | EXIT | |
| 19 | MDT | Medtronic plc | 株式-ヘルスケア | 1.70% | +0.07% | +24.32% | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.70% | — | -1.09% | |
| 21 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.69% | +0.39% | -6.18% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 1.68% | +0.32% | -19.38% | |
| 23 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.68% | — | -10.64% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.68% | -0.31% | -1.77% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 1.64% | -0.23% | -0.92% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.63% | — | -1.22% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | — | -1.46% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 1.61% | +0.14% | -3.61% | |
| 29 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.61% | — | +2.39% | |
| 30 | APD | Air Products & Chemicals INC | 株式-素材 | 1.59% | — | — | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 1.58% | -0.22% | -6.28% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.56% | +0.19% | -8.57% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.55% | — | -4.60% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.42% | — | -2.18% | |
| 35 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 1.26% | — | -4.63% | |
| 36 | PICK | Ishares Msci Global Metals & | ETF-その他 | 1.26% | — | +0.15% | |
| 37 | VDE | Vanguard Energy ETF | ETF-その他 | 1.20% | — | -0.48% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.17% | — | +11.79% | |
| 39 | FTSD | Franklin Short Duration U.s. | ETF-その他 | 0.89% | — | — | |
| 40 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.50% | — | — | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.46% | — | -17.28% | |
| 42 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.45% | — | — | |
| 43 | XLB | Ss Materials Select Sector | ETF-その他 | 0.44% | — | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-その他 | 0.44% | — | — | |
| 45 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.44% | — | — | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.43% | — | — | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.42% | — | -13.95% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.42% | — | — | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.34% | — | -16.04% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.33% | +0.09% | -6.60% |