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 | 7.00% | +0.51% | -1.21% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.04% | -0.37% | -2.32% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.84% | -0.24% | +30.31% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.64% | -0.22% | +18.73% | |
| 5 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 3.37% | — | -6.11% | |
| 6 | FHLC | Fidelity Msci Health Care | ETF-その他 | 3.34% | -0.21% | +3.75% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.18% | -0.26% | -1.91% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.12% | — | +5.11% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.03% | -0.60% | -4.88% | |
| 10 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 2.92% | — | -3.85% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.78% | +0.39% | -5.66% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.63% | -0.18% | +7.08% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.61% | — | -12.74% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.55% | +0.13% | +2.60% | |
| 15 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 2.20% | — | -1.47% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.11% | +0.02% | +16.17% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.04% | +0.16% | -5.17% | |
| 18 | VOX | Vanguard Communication Servi | ETF-その他 | 2.02% | -0.08% | -1.64% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.99% | -0.08% | -2.40% | |
| 20 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.70% | — | -8.12% | |
| 21 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.64% | — | -6.84% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.64% | +0.03% | -7.53% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.60% | +0.33% | -0.61% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 1.59% | — | +1.00% | |
| 25 | VFH | Vanguard Financials ETF | ETF-その他 | 1.47% | — | -1.99% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.47% | -0.12% | +6.24% | |
| 27 | AAPL | Apple INC | 株式-IT | 1.40% | +0.02% | -1.09% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.37% | +0.25% | -19.67% | |
| 29 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 1.30% | +0.01% | -6.20% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.23% | -0.11% | +2.66% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.20% | — | +14.23% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.17% | +0.05% | -8.23% | |
| 33 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.08% | -0.33% | +6.73% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.08% | +0.22% | -5.94% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.06% | — | +4.94% | |
| 36 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.86% | -0.01% | -10.01% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.78% | +0.06% | -7.99% | |
| 38 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.78% | — | -4.23% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.77% | +0.01% | -7.82% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.76% | -0.18% | +38.95% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.74% | +0.32% | +15.91% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.72% | -0.41% | -1.44% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | -1.21% | |
| 44 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.60% | — | +10.11% | |
| 45 | XLB | Ss Materials Select Sector | ETF-その他 | 0.59% | — | -6.45% | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.56% | +0.05% | -11.53% | |
| 47 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.56% | -0.12% | +8.23% | |
| 48 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.54% | -0.09% | -7.94% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.53% | — | -16.06% | |
| 50 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.48% | +0.13% | — |