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 | 7.27% | +0.51% | -3.46% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.69% | -0.22% | +5.98% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.24% | -0.24% | +2.11% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.21% | -0.26% | +25.89% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.15% | -0.37% | -1.17% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.97% | -0.21% | — | |
| 7 | FHLC | Fidelity Msci Health Care | ETF-その他 | 3.23% | -0.21% | +5.18% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.02% | +0.39% | -6.91% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.97% | — | +6.25% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.83% | +0.13% | -3.66% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.78% | +0.02% | -6.73% | |
| 12 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 2.66% | — | -2.70% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.50% | -0.18% | -2.14% | |
| 14 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 2.08% | — | +4.39% | |
| 15 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.00% | — | +21.92% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.97% | -0.60% | -4.29% | |
| 17 | VOX | Vanguard Communication Servi | ETF-その他 | 1.89% | -0.08% | -7.46% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.85% | +0.33% | +11.90% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.81% | -0.12% | +17.00% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.77% | +0.16% | -3.84% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.77% | +0.03% | +4.82% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.73% | -0.08% | -4.64% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.59% | — | -2.13% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 1.49% | — | +1.87% | |
| 25 | AAPL | Apple INC | 株式-IT | 1.46% | +0.02% | +0.77% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.37% | +0.22% | +0.62% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.35% | +0.25% | -3.69% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.30% | — | -5.29% | |
| 29 | VFH | Vanguard Financials ETF | ETF-その他 | 1.29% | — | -0.57% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.29% | — | +3.27% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.23% | -0.11% | +5.13% | |
| 32 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 1.17% | +0.01% | -6.63% | |
| 33 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.12% | -0.33% | +5.57% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.96% | -0.18% | +0.38% | |
| 35 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.84% | -0.01% | -0.55% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.78% | +0.05% | -10.42% | |
| 37 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.77% | — | +8.85% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.68% | +0.01% | -0.52% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.68% | +0.32% | -3.62% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.67% | -0.41% | -0.07% | |
| 41 | XLB | Ss Materials Select Sector | ETF-その他 | 0.64% | — | +3.39% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.62% | +0.06% | +0.16% | |
| 43 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.62% | — | +4.20% | |
| 44 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.52% | -0.09% | +0.34% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.51% | — | -2.99% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | +3.74% | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.47% | +0.05% | -2.71% | |
| 48 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.42% | — | -4.22% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | -35.69% | |
| 50 | VAW | Vanguard Materials ETF | ETF-その他 | 0.40% | — | +0.59% |