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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.50% | -0.37% | +6.91% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.95% | -0.22% | +5.18% | |
| 3 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 4.74% | +0.51% | -31.51% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 4.29% | -0.21% | +0.53% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.07% | -0.24% | -2.66% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.97% | -0.26% | +6.22% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.49% | -0.60% | +135.67% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.60% | +0.55% | +710.65% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.58% | +0.02% | -28.48% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.52% | -0.18% | +8.61% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.46% | +0.13% | +6.25% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.22% | — | +4899.22% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.18% | +0.25% | +74.99% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.09% | +0.39% | -16.15% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.01% | -0.41% | +269.58% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.90% | -0.12% | +7.24% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.81% | +0.03% | +3.05% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.78% | -0.13% | -34.59% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.75% | +0.33% | +3.60% | |
| 20 | XLF | Ss Financial Select Sector | ETF-その他 | 1.74% | +0.05% | +282.26% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.63% | +0.16% | +1.90% | |
| 22 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.55% | — | -38.46% | |
| 23 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.43% | -0.21% | -48.84% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.41% | +0.02% | +1.00% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.40% | -0.11% | +9.01% | |
| 26 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.35% | -0.33% | +19.45% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.31% | -0.18% | +204.06% | |
| 28 | VOX | Vanguard Communication Servi | ETF-その他 | 1.23% | -0.08% | -35.45% | |
| 29 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 1.21% | — | -45.38% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.19% | -0.17% | — | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 1.16% | — | +5.05% | |
| 32 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.15% | -0.12% | +277.69% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.14% | -0.08% | -15.82% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.10% | +0.32% | +39.70% | |
| 35 | VFH | Vanguard Financials ETF | ETF-その他 | 1.09% | — | -10.93% | |
| 36 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.05% | -0.23% | +130.63% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.03% | +0.22% | -7.45% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.98% | +0.22% | +346.97% | |
| 39 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 0.96% | +0.01% | -8.66% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.95% | — | — | |
| 41 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.83% | — | -51.76% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.78% | — | -46.15% | |
| 43 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.74% | -0.01% | -6.95% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.67% | -0.05% | +164.71% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.64% | — | +1289.81% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.61% | — | -74.21% | |
| 47 | XLB | Ss Materials Select Sector | ETF-その他 | 0.60% | — | +6.39% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.57% | — | -41.20% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.56% | +0.05% | -11.41% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.55% | +0.01% | -3.16% |