CIK: 0001697110
申告総資産額
$23.4億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 19.12% | -0.29% | +11.03% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.87% | +0.11% | +6.05% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 8.65% | +0.14% | +7.39% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 7.63% | +0.52% | +8.17% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 6.60% | +0.29% | +6.22% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.94% | — | -11.78% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.03% | — | +6.71% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.79% | +0.18% | +4.49% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.47% | — | +9.76% | |
| 10 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 3.18% | — | +15.62% | |
| 11 | XLE | Ss Energy Select Sector | ETF-その他 | 2.85% | +0.50% | +1.12% | |
| 12 | TROW | T Rowe Price Group INC | 株式-金融 | 2.59% | — | -1.28% | |
| 13 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.09% | — | -15.81% | |
| 14 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.96% | — | +3.47% | |
| 15 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.61% | — | +5.58% | |
| 16 | ✓ | Powershares | 株式-その他 | 1.52% | — | +7.34% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.39% | — | +10.33% | |
| 18 | MLPXUSD | Global X Mlp & Energy Infras | ETF-その他 | 1.14% | — | +12.74% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.12% | — | -1.95% | |
| 20 | USCI | United States Commodity Inde | ETF-コモディティ | 1.00% | — | +13.48% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.96% | — | +0.26% | |
| 22 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.78% | — | +24.90% | |
| 23 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.71% | — | +21.25% | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.60% | +0.09% | +8.81% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.55% | -0.30% | +7.43% | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.52% | — | +1.09% | |
| 27 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.44% | — | -14.09% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.43% | — | +79.55% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.34% | — | +7.94% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | — | -6.50% | |
| 31 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.31% | — | -2.27% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.30% | -0.17% | +8.10% | |
| 33 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.28% | — | -10.94% | |
| 34 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.26% | — | -23.10% | |
| 35 | GS | Goldman Sachs Group INC | 株式-金融 | 0.22% | — | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.21% | — | -2.70% | |
| 37 | XFRAX | Blackrock Fltng Rt INC Strat | 株式-その他 | 0.21% | — | +0.21% | |
| 38 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.21% | — | -41.76% | |
| 39 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.20% | — | -1.84% | |
| 40 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 0.19% | — | -2.75% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.19% | — | -2.16% | |
| 42 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.17% | +0.08% | +13.96% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.15% | — | -3.75% | |
| 44 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.14% | — | -10.71% | |
| 45 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.13% | — | — | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.12% | — | -11.66% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.12% | +0.06% | +11.86% | |
| 48 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.12% | — | -6.47% | |
| 49 | DBBUSD | Invesco Db Base Metals Fund | ETF-その他 | 0.11% | — | +40.82% | |
| 50 | BABUSD | Invesco Taxable Municipal Bo | ETF-その他 | 0.10% | — | — |