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 | 6.88% | +0.96% | +0.54% | |
| 2 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 6.04% | +0.12% | +8.95% | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 5.98% | +0.27% | +9.80% | |
| 4 | EMLP | First Trust North American E | ETF-その他 | 5.77% | -0.62% | EXIT | |
| 5 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 5.64% | — | -0.87% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.53% | -5.90% | -2.00% | |
| 7 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 5.34% | — | +0.73% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.10% | — | +3.97% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 4.88% | — | +3.14% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.38% | -0.19% | +11.86% | |
| 11 | IGF | Ishares Global Infrastructur | ETF-その他 | 4.29% | -0.22% | EXIT | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.04% | -4.04% | +5.08% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.62% | — | +6.92% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.46% | — | +1.47% | |
| 15 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 3.24% | — | +0.17% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.77% | — | +2.52% | |
| 17 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 2.46% | — | +0.83% | |
| 18 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.30% | — | +5.03% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.10% | +0.26% | +6.77% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.86% | -0.22% | EXIT | |
| 21 | MBB | Ishares Mbs ETF | ETF-その他 | 1.80% | — | +3.04% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.66% | -0.20% | EXIT | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.37% | -0.50% | EXIT | |
| 24 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.11% | -0.46% | +25.26% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 1.08% | -0.34% | -0.53% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.07% | — | +4.45% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.97% | -0.23% | EXIT | |
| 28 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.77% | — | — | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.74% | — | +19.62% | |
| 30 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.66% | — | +4.42% | |
| 31 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.51% | +0.01% | +0.64% | |
| 32 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.49% | — | +19.53% | |
| 33 | LYFT | Lyft Inc-a | 株式-IT | 0.40% | — | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.34% | — | +9.16% | |
| 35 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.28% | -0.03% | -0.17% | |
| 36 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.25% | — | +19.65% | |
| 37 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.22% | — | +0.51% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | +0.38% | +1.01% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.14% | — | +0.67% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.11% | — | — | |
| 41 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 0.10% | — | +0.48% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.05% | — | +0.39% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.03% | — | +0.40% | |
| 44 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.02% | +1.10% | +39.09% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | — | — | — | |
| 46 | UBT | Proshares Ultra 20+ Year Tsy | ETF-その他 | — | — | — |