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 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 7.95% | — | -43.77% | |
| 2 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 7.24% | — | -42.26% | |
| 3 | HDV | Ishares Core High Dividend E | ETF-その他 | 5.15% | +0.96% | -50.05% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.13% | -5.90% | -46.70% | |
| 5 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 5.02% | +0.12% | -49.77% | |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 5.02% | — | -40.68% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 4.65% | +0.27% | -52.33% | |
| 8 | EMLP | First Trust North American E | ETF-その他 | 4.43% | -0.62% | EXIT | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.15% | — | -49.28% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.90% | — | -53.48% | |
| 11 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 3.42% | — | -41.96% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.42% | — | -39.64% | |
| 13 | IGF | Ishares Global Infrastructur | ETF-その他 | 3.21% | -0.22% | EXIT | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.19% | -4.04% | -49.22% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.13% | -0.19% | -56.54% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.77% | — | -48.08% | |
| 17 | MBB | Ishares Mbs ETF | ETF-その他 | 2.12% | — | -43.74% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.11% | — | +39.54% | |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.94% | — | -43.31% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.92% | -0.22% | EXIT | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.92% | -0.50% | EXIT | |
| 22 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 1.89% | — | -48.24% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.56% | +0.26% | -51.93% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.56% | -0.20% | EXIT | |
| 25 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.51% | — | — | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.36% | — | +40.17% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.30% | -0.23% | EXIT | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.82% | -0.34% | -49.92% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.79% | — | -56.37% | |
| 30 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.73% | -0.46% | -44.77% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.68% | — | +40.26% | |
| 32 | ✓ | Proshares Tr | 株式-その他 | 0.64% | — | — | |
| 33 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.59% | — | -51.56% | |
| 34 | LYFT | Lyft Inc-a | 株式-IT | 0.52% | — | +0.03% | |
| 35 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.32% | +0.01% | -27.91% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.28% | — | -42.85% | |
| 37 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.23% | — | -5.48% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | +0.38% | +0.71% | |
| 39 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.21% | — | -55.22% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.20% | -0.04% | — | |
| 41 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.19% | — | — | |
| 42 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.18% | -0.03% | -48.39% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.17% | — | — | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.17% | — | -0.39% | |
| 45 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 0.14% | — | — | |
| 46 | DE | Deere & Co | 株式-資本財 | 0.12% | +0.11% | — | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.10% | — | — | |
| 48 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.09% | +1.10% | +241.16% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.09% | — | -8.14% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.09% | — | — |