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 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 13.94% | +2.48% | — | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 8.80% | -5.90% | -15.53% | |
| 3 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 6.42% | — | -7.91% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.32% | +0.26% | -20.51% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.18% | -4.04% | -19.26% | |
| 6 | IGF | Ishares Global Infrastructur | ETF-その他 | 4.47% | -0.22% | EXIT | |
| 7 | HDV | Ishares Core High Dividend E | ETF-その他 | 4.42% | +0.96% | -32.73% | |
| 8 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 4.01% | +0.12% | -41.85% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 3.86% | +0.27% | -44.35% | |
| 10 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 3.68% | — | -1.74% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.56% | — | -18.86% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.54% | — | -26.58% | |
| 13 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 3.33% | — | -19.49% | |
| 14 | EMLP | First Trust North American E | ETF-その他 | 3.32% | -0.62% | EXIT | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.09% | -0.19% | -11.75% | |
| 16 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.42% | — | -18.93% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.00% | — | -17.32% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.95% | -0.20% | EXIT | |
| 19 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.48% | — | -28.40% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.45% | — | -10.59% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.22% | -0.50% | EXIT | |
| 22 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.13% | -0.46% | -49.47% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.05% | — | -26.14% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 1.04% | -0.34% | -20.57% | |
| 25 | MBB | Ishares Mbs ETF | ETF-その他 | 1.03% | — | -30.53% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.95% | — | -16.42% | |
| 27 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.89% | — | -53.25% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.72% | — | — | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.58% | -0.22% | EXIT | |
| 30 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.52% | — | +58.09% | |
| 31 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 0.49% | — | -0.44% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.48% | — | -21.13% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.47% | — | +0.18% | |
| 34 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.25% | +0.01% | +20.07% | |
| 35 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.24% | — | +0.18% | |
| 36 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.21% | — | -39.61% | |
| 37 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 0.19% | — | -27.37% | |
| 38 | DBA | Invesco Db Agriculture Fund | ETF-その他 | 0.19% | — | — | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.19% | +0.11% | +20.78% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | +0.38% | +0.85% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | — | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.17% | -0.09% | +4.68% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.17% | -0.04% | +11.02% | |
| 44 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.13% | +1.10% | -1.56% | |
| 45 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.13% | — | — | |
| 46 | XLE | Ss Energy Select Sector | ETF-その他 | 0.12% | — | — | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.12% | — | +8.40% | |
| 48 | HSIC | Henry Schein INC | 株式-ヘルスケア | 0.11% | — | +10.13% | |
| 49 | DYAI | Dyadic International INC | 株式-その他 | 0.07% | — | +38.91% | |
| 50 | VRNA | Verona Pharma PLC - Adr | 株式-その他 | 0.05% | — | -23.73% |