CIK: 0001696802
申告総資産額
$1.1億
| # | 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 | HDV | Ishares Core High Dividend E | ETF-その他 | 6.69% | +0.96% | +92.86% | |
| 2 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 6.23% | — | +66.33% | |
| 3 | EMLP | First Trust North American E | ETF-その他 | 5.74% | -0.62% | EXIT | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 5.53% | -0.50% | EXIT | |
| 5 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 5.30% | — | +48.96% | |
| 6 | IGF | Ishares Global Infrastructur | ETF-その他 | 5.30% | -0.22% | EXIT | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.90% | -0.22% | EXIT | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 4.61% | — | +7.29% | |
| 9 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 4.42% | — | +73.01% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.35% | — | +53.51% | |
| 11 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 4.19% | +0.12% | +149.58% | |
| 12 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 3.90% | +0.27% | +155.54% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.80% | — | +26.84% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.72% | -0.19% | +28.74% | |
| 15 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 3.60% | — | +85.50% | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.57% | -5.90% | +25.87% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.47% | — | -6.45% | |
| 18 | MBB | Ishares Mbs ETF | ETF-その他 | 3.04% | — | +39.66% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.63% | -4.04% | +6.22% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.76% | — | +54.93% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.69% | — | -46.63% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.59% | +0.26% | +19.05% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.59% | -0.20% | EXIT | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.16% | -0.23% | EXIT | |
| 25 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.07% | — | +70.81% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.87% | — | +10.32% | |
| 27 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.80% | — | — | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.80% | — | -19.66% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | -0.34% | +13.00% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.53% | — | -18.85% | |
| 31 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.39% | -0.46% | +21.42% | |
| 32 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.33% | -0.03% | +11.04% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.32% | — | +30.39% | |
| 34 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.31% | +0.01% | -4.91% | |
| 35 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.27% | — | -18.96% | |
| 36 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.26% | — | +15.15% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | +0.38% | +0.49% | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.16% | — | — | |
| 39 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 0.13% | — | +6.91% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.11% | — | +0.06% |