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 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 7.03% | +0.51% | +5.94% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.32% | -0.37% | +18.51% | |
| 3 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 3.50% | — | +7.10% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.45% | -0.26% | +8.84% | |
| 5 | FHLC | Fidelity Msci Health Care | ETF-その他 | 3.16% | -0.21% | -5.92% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.08% | -0.60% | +267.03% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.98% | — | +43.72% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.96% | -0.22% | +2.42% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.95% | — | -11.78% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.92% | +0.39% | -5.20% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.92% | -0.24% | +12.33% | |
| 12 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 2.74% | — | +13.05% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.60% | +0.13% | -18.83% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.55% | -0.18% | -1.20% | |
| 15 | VOX | Vanguard Communication Servi | ETF-その他 | 2.19% | -0.08% | -7.73% | |
| 16 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 2.16% | — | -3.04% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.11% | +0.16% | -14.32% | |
| 18 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 2.01% | — | -8.33% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.01% | -0.08% | -0.57% | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.78% | — | -5.99% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.76% | +0.02% | -54.16% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.75% | +0.03% | -9.17% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.72% | +0.33% | +11.88% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.54% | +0.25% | -14.12% | |
| 25 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 1.47% | +0.01% | +13.87% | |
| 26 | XLE | Ss Energy Select Sector | ETF-その他 | 1.46% | — | +4.06% | |
| 27 | VFH | Vanguard Financials ETF | ETF-その他 | 1.46% | — | -0.14% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.36% | -0.12% | +0.11% | |
| 29 | AAPL | Apple INC | 株式-IT | 1.31% | +0.02% | -2.92% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.24% | +0.05% | +47.43% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.20% | +0.22% | +14.02% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.16% | -0.11% | +21.61% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.03% | — | -8.06% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.01% | — | -1.57% | |
| 35 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.98% | -0.33% | +46.98% | |
| 36 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.92% | -0.01% | +3.95% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.82% | +0.06% | +29.96% | |
| 38 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.81% | — | +1.84% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.81% | +0.01% | -40.92% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.75% | — | -35.22% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.73% | -0.41% | +111.79% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | — | +27.63% | |
| 43 | XLB | Ss Materials Select Sector | ETF-その他 | 0.64% | — | -7.73% | |
| 44 | XLF | Ss Financial Select Sector | ETF-その他 | 0.62% | +0.05% | +77.59% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.61% | +0.32% | -38.70% | |
| 46 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.60% | -0.09% | -3.80% | |
| 47 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.58% | — | -14.62% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.54% | -0.18% | -52.05% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | — | +2654.81% | |
| 50 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.51% | -0.12% | -24.57% |