CIK: 0001757617
申告総資産額
$18.1億
| # | 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 | ✓ | Pluralsight INC | 株式-その他 | 9.22% | — | -7.15% | |
| 2 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 5.09% | +0.51% | +86.18% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.52% | -0.26% | +79.73% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.18% | -0.37% | +67.04% | |
| 5 | FHLC | Fidelity Msci Health Care | ETF-その他 | 4.16% | -0.21% | +72.18% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.83% | -0.24% | +91.91% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.77% | — | -0.91% | |
| 8 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 3.68% | — | +39.96% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.49% | -0.12% | +51.28% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.09% | +0.03% | +73.92% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.09% | -0.22% | +79.02% | |
| 12 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 3.09% | — | +84.08% | |
| 13 | VOX | Vanguard Communication Servi | ETF-その他 | 2.90% | -0.08% | +63.92% | |
| 14 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.65% | — | +57.19% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.18% | +0.39% | +0.68% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.96% | -0.11% | +54.79% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.56% | +0.02% | +84.16% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.54% | +0.05% | -0.56% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.46% | — | +47.71% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.46% | +0.06% | -0.33% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.17% | — | +79.21% | |
| 22 | VFH | Vanguard Financials ETF | ETF-その他 | 1.07% | — | -1.04% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 0.99% | — | +93.79% | |
| 24 | RTN1USD | Raytheon Company | 株式-その他 | 0.96% | — | — | |
| 25 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.94% | -0.08% | +0.77% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.93% | — | +166.91% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | — | -7.81% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.87% | +0.02% | -17.62% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.84% | — | -2.23% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | +47.11% | |
| 31 | XLB | Ss Materials Select Sector | ETF-その他 | 0.83% | — | +29.96% | |
| 32 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.78% | — | +63.57% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.77% | — | +107.82% | |
| 34 | VDE | Vanguard Energy ETF | ETF-その他 | 0.76% | — | -0.44% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.73% | +0.03% | +4.13% | |
| 36 | RHP | Ryman Hospitality Properties | 株式-不動産 | 0.66% | -0.09% | — | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.60% | — | +81.73% | |
| 38 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.59% | — | +36.79% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.45% | — | -6.80% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | — | +254.07% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.45% | — | -16.23% | |
| 42 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.44% | — | +144.43% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | — | -10.73% | |
| 44 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.40% | -0.12% | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.38% | +0.13% | +9.50% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.35% | +0.16% | -10.28% | |
| 47 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.35% | — | — | |
| 48 | ICE | Intercontinental Exchange In | 株式-金融 | 0.34% | — | -18.80% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.33% | — | — | |
| 50 | ISHG | Ishares -3 Year Internationa | ETF-その他 | 0.32% | — | — |