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 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 14.62% | +4.40% | +28.60% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.54% | +0.26% | -6.34% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 7.92% | -5.90% | -6.69% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.10% | -4.04% | +0.94% | |
| 5 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 5.87% | — | -5.95% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.00% | — | +0.37% | |
| 7 | IGF | Ishares Global Infrastructur | ETF-その他 | 4.04% | -0.22% | EXIT | |
| 8 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 3.49% | +0.27% | -20.48% | |
| 9 | HDV | Ishares Core High Dividend E | ETF-その他 | 3.28% | +0.96% | -19.26% | |
| 10 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 3.10% | — | -4.95% | |
| 11 | EMLP | First Trust North American E | ETF-その他 | 2.97% | -0.62% | EXIT | |
| 12 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 2.84% | — | -4.00% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.64% | — | -3.20% | |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.81% | — | -13.95% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.66% | -0.20% | EXIT | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.63% | -0.19% | -34.21% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.42% | — | -14.55% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.34% | — | -5.02% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.29% | — | +0.40% | |
| 20 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.27% | — | -9.52% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.25% | -0.22% | EXIT | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.23% | -0.50% | EXIT | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.19% | — | +0.16% | |
| 24 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.06% | — | +0.86% | |
| 25 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 1.03% | +0.12% | -19.60% | |
| 26 | MBB | Ishares Mbs ETF | ETF-その他 | 1.00% | — | -2.85% | |
| 27 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.90% | — | -47.52% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.89% | -0.34% | -17.82% | |
| 29 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.86% | -0.46% | -20.92% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.86% | — | -11.45% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.76% | — | +0.57% | |
| 32 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.74% | — | -6.58% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.59% | — | +1.39% | |
| 34 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.59% | — | +1.00% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.44% | — | -6.69% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.42% | -0.04% | -28.87% | |
| 37 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 0.40% | — | -14.79% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.35% | — | -23.32% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | +0.38% | +1.05% | |
| 40 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.28% | +0.01% | -3.97% | |
| 41 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 0.26% | — | — | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.26% | — | +0.36% | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.25% | +0.11% | +0.73% | |
| 44 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 0.24% | — | -24.13% | |
| 45 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.22% | — | +0.88% | |
| 46 | REET | Ishares Global Reit ETF | ETF-その他 | 0.19% | — | +0.57% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.17% | +0.07% | +17.54% | |
| 48 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.17% | — | -26.93% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.16% | -0.09% | +27.35% | |
| 50 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.15% | +1.10% | +0.07% |